InvestSMART

Telstra SupFinPlan IPP - Property - Managed Fund (Closed)

Fund Objective
To achieve returns over the longer term by investing in listed property trusts and direct property trusts and direct property that produce both income and growth. To provide diversification into property markets and to exceed the CPI Index by a margin of 3.5% pa over an investment timeframe of six years or more.
Fund Strategy
Invest 100% in Listed Property

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 6.9% -11.13% -26.78% -53.59% -41.75% -23.9% -9.65% -%
Growth return 6.9% -11.13% -27.04% -55.75% -46.86% -31.32% -17.25% -%
Income return 0% 0% 0.26% 2.16% 5.11% 7.42% 7.6% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 4.47% 9.86% 16.7% 14.49% 20.15% 15.35% 12.27% 9%
As at 30 Apr 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Telstra SupFinPlan IPP - Property
Property & Infrastructure
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Property & Infrastructure
93.06%
Australian Equities
4.32%
International Equities
0.24%
Cash
2.37%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
Telstra SupFinPlan IPP - Property
Closed
The Trust Company (RE Services) Limited
PIM0011AU
Equity Australia Real Estate
starstarstar (as at 30 Apr 2009)
Investment Fund
19 Dec 2003
$0.74 million (as at 31 Jul 2008)
$0.3808 (as at 7 May 2009)
$0.3808 (as at 7 May 2009)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.86% (as at 29 Feb 2008)
Minimum initial investment

FAQs about the Telstra SupFinPlan IPP - Property

The objective of the Telstra SupFinPlan IPP - Property managed fund is To achieve returns over the longer term by investing in listed property trusts and direct property trusts and direct property that produce both income and growth. To provide diversification into property markets and to exceed the CPI Index by a margin of 3.5% pa over an investment timeframe of six years or more.

The strategy of the Telstra SupFinPlan IPP - Property managed fund is Invest 100% in Listed Property

The APIR code of the Telstra SupFinPlan IPP - Property managed fund is PIM0011AU.

Telstra SupFinPlan IPP - Property’s total return last month was 6.9%. This was made up of a growth return of 6.9% and an income return of 0%. These returns were calculated as at 30 Apr 2009.

Telstra SupFinPlan IPP - Property’s total return for the last three months was -11.13%. This was made up of a growth return of -11.13% and an income return of 0%%. These returns were calculated as at 30 Apr 2009.

Telstra SupFinPlan IPP - Property’s one-year total return is -53.59%. This was made up of a growth return of -55.75% and an income return of 2.16%. These returns were calculated as at 30 Apr 2009.

Telstra SupFinPlan IPP - Property’s one-year total return is -23.9%. This was made up of a growth return of -31.32% and an income return of 7.42%. These returns were calculated as at 30 Apr 2009.

The asset allocation of the Telstra SupFinPlan IPP - Property managed fund is :

Property & Infrastructure
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Telstra SupFinPlan IPP - Property managed fund is The Trust Company (RE Services) Limited.

The Telstra SupFinPlan IPP - Property managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Jul 2008, the size of the Telstra SupFinPlan IPP - Property managed fund was $0.74 million.

The Telstra SupFinPlan IPP - Property managed fund has an inception date of 19 Dec 2003.

The current entry price of the Telstra SupFinPlan IPP - Property managed fund is $0.3808 per unit and the current exit price is $0.3808 per unit (as at 7 May 2009).

The current exit price of the Telstra SupFinPlan IPP - Property managed fund is $0.3808 per unit and the current entry price is $0.3808 per unit (as at 7 May 2009).

The minimum initial investment amount for the Telstra SupFinPlan IPP - Property managed fund 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.