Industry Superannuation Property Trust Core - Managed Fund (Closed)

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}

Peers

Benchmark ({{ fund.benchmark.name }})

{{ fund.model.name }}

The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.56%	2.2%	4.34%	9.21%	-%	-%	-%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (S&P/ASX 200 A-REIT TR)
Total return	-3.85%	-6.28%	2.96%	0.77%	18.99%	12.71%	8.51%	8.12%

As at 31 Oct 2011. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Property & Infrastructure: 94.02%

Australian Equities: 4.20%

International Equities: 0.13%

Cash: 1.66%

Fixed Interest: 0%

Alternatives: 0%

General Information

Fund Details

Type	Description
Fund Name	Industry Superannuation Property Trust Core
Fund Status	Closed
Responsible Entity	ISPT Pty Ltd
APIR Code
Sector/Asset Class	Unlisted and Direct Property
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	30 Sep 1994
Fund Size	$5368.27 million (as at 31 Oct 2011)
Entry Price	n/a
Exit Price	n/a
Fund Status	Suppressed

Offer information

Type	Description
Minimum initial investment	$50,000
Minimum additional investments

Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

FAQs about the Industry Superannuation Property Trust Core

What is the objective of the Industry Superannuation Property Trust Core managed fund?

The objective of the Industry Superannuation Property Trust Core managed fund is

What is the strategy for the Industry Superannuation Property Trust Core managed fund?

The strategy of the Industry Superannuation Property Trust Core managed fund is

What is the APIR code of the Industry Superannuation Property Trust Core managed fund?

The APIR code of the Industry Superannuation Property Trust Core managed fund is .

What was Industry Superannuation Property Trust Core’s total return last month?

Industry Superannuation Property Trust Core’s total return last month was 0.56%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2011.

What was Industry Superannuation Property Trust Core’s total return for the last three months?

Industry Superannuation Property Trust Core’s total return for the last three months was 2.2%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Oct 2011.

What is Industry Superannuation Property Trust Core’s one-year total return?

Industry Superannuation Property Trust Core’s one-year total return is 9.21%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2011.

What is Industry Superannuation Property Trust Core’s three-year total return?

Industry Superannuation Property Trust Core’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2011.

What is the asset allocation of the Industry Superannuation Property Trust Core managed fund?

The asset allocation of the Industry Superannuation Property Trust Core managed fund is :

Property & Infrastructure: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Industry Superannuation Property Trust Core managed fund?

The Responsible Entity for the Industry Superannuation Property Trust Core managed fund is ISPT Pty Ltd.

What sector/asset class does the Industry Superannuation Property Trust Core managed fund belong to?

The Industry Superannuation Property Trust Core managed fund belongs to the Unlisted and Direct Property sector/asset class.

What is the size of the Industry Superannuation Property Trust Core managed fund?

As at 31 Oct 2011, the size of the Industry Superannuation Property Trust Core managed fund was $5368.27 million.

What is the inception date of the Industry Superannuation Property Trust Core managed fund?

The Industry Superannuation Property Trust Core managed fund has an inception date of 30 Sep 1994.

What is the current entry price of the Industry Superannuation Property Trust Core managed fund?

The current entry price of the Industry Superannuation Property Trust Core managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the Industry Superannuation Property Trust Core managed fund?

The current exit price of the Industry Superannuation Property Trust Core managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the Industry Superannuation Property Trust Core managed fund?

The minimum initial investment amount for the Industry Superannuation Property Trust Core managed fund is $50,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

What our members say about us