InvestSMART

United Personal Super - Property Fund - Managed Fund (Closed)

Fund Objective
To provide a regular income stream combined with some tax sheltered income and capital growth over the medium to long term. The manager aims to achieve returns consistent with the overall market, as listed by the ASX Listed Property Trust Accumulation Index over any 3 year period. Minimum investment time horizon is at least 4 years.
Fund Strategy
Invests in a range of property trusts listed in Australia. The Fund may also invest in unlisted property trusts from time to time when they are of good quality and offer a profitable opportunity to the Fund.

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 1% 2.07% 4.99% 5.78% 0.69% 5.66% -% -%
Growth return 1% 2.07% 4.99% 5.78% 0.69% 5.66% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return -11.21% -16.63% -17.8% -2.26% -3.86% 8.08% 5.05% 5.31%
As at 31 May 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United Personal Super - Property Fund
Cash
0.90%
Property & Infrastructure
99.10%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
2.26%
Property & Infrastructure
92.62%
Australian Equities
3.70%
International Equities
0.13%
Fixed Interest
0%
Alternatives
1.29%

General Information

Fund Details
Type Description
United Personal Super - Property Fund
Closed
United Funds Management Limited
UFM0032AU
Equity Australia Real Estate
Not Rated
Superannuation Fund
19 Aug 1996
$1.37 million (as at 31 Mar 2000)
$1.2867 (as at 31 May 2000)
$1.2867 (as at 31 May 2000)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00
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FAQs about the United Personal Super - Property Fund

The objective of the United Personal Super - Property Fund managed fund is To provide a regular income stream combined with some tax sheltered income and capital growth over the medium to long term. The manager aims to achieve returns consistent with the overall market, as listed by the ASX Listed Property Trust Accumulation Index over any 3 year period. Minimum investment time horizon is at least 4 years.

The strategy of the United Personal Super - Property Fund managed fund is Invests in a range of property trusts listed in Australia. The Fund may also invest in unlisted property trusts from time to time when they are of good quality and offer a profitable opportunity to the Fund.

The APIR code of the United Personal Super - Property Fund managed fund is UFM0032AU.

United Personal Super - Property Fund’s total return last month was 1%. This was made up of a growth return of 1% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - Property Fund’s total return for the last three months was 2.07%. This was made up of a growth return of 2.07% and an income return of 0%%. These returns were calculated as at 31 May 2000.

United Personal Super - Property Fund’s one-year total return is 5.78%. This was made up of a growth return of 5.78% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - Property Fund’s one-year total return is 5.66%. This was made up of a growth return of 5.66% and an income return of 0%. These returns were calculated as at 31 May 2000.

The asset allocation of the United Personal Super - Property Fund managed fund is :

Cash
0.90%
Property & Infrastructure
99.10%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the United Personal Super - Property Fund managed fund is United Funds Management Limited.

The United Personal Super - Property Fund managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Mar 2000, the size of the United Personal Super - Property Fund managed fund was $1.37 million.

The United Personal Super - Property Fund managed fund has an inception date of 19 Aug 1996.

The current entry price of the United Personal Super - Property Fund managed fund is $1.2867 per unit and the current exit price is $1.2867 per unit (as at 31 May 2000).

The current exit price of the United Personal Super - Property Fund managed fund is $1.2867 per unit and the current entry price is $1.2867 per unit (as at 31 May 2000).

The minimum initial investment amount for the United Personal Super - Property Fund managed fund is $1,000.

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.