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West Lakes Opportunity Trust - Managed Fund

Fund Performance Comparison

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Fees Comparison

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% p.a.
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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 -% -% -% -% -% -% -% -%
Growth return 0% 0% 15% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
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 Jun 2025. 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
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
West Lakes Opportunity Trust
BJT0980AU
Unlisted and Direct Property
Not Rated
Investment Fund
13 Sep 2024
n/a
$1.15 (as at 30 Jun 2025)
$1.15 (as at 30 Jun 2025)
Closed
Offer information
Type Description
Minimum initial investment $100,000

FAQs about the West Lakes Opportunity Trust

The objective of the West Lakes Opportunity Trust managed fund is

The strategy of the West Lakes Opportunity Trust managed fund is

The APIR code of the West Lakes Opportunity Trust managed fund is BJT0980AU.

West Lakes Opportunity Trust’s total return last month was -%. This was made up of a growth return of 0% and an income return of -%. These returns were calculated as at 30 Jun 2025.

West Lakes Opportunity Trust’s total return for the last three months was -%. This was made up of a growth return of 0% and an income return of -%%. These returns were calculated as at 30 Jun 2025.

West Lakes Opportunity Trust’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 30 Jun 2025.

West Lakes Opportunity Trust’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 30 Jun 2025.

The asset allocation of the West Lakes Opportunity Trust managed fund is :

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

The West Lakes Opportunity Trust managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at , the size of the West Lakes Opportunity Trust managed fund was $ million.

The West Lakes Opportunity Trust managed fund has an inception date of 13 Sep 2024.

The current entry price of the West Lakes Opportunity Trust managed fund is $1.15 per unit and the current exit price is $1.15 per unit (as at 30 Jun 2025).

The current exit price of the West Lakes Opportunity Trust managed fund is $1.15 per unit and the current entry price is $1.15 per unit (as at 30 Jun 2025).

The minimum initial investment amount for the West Lakes Opportunity Trust managed fund is $100,000.

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.