InvestSMART

Westfield Shoppingtown Property Trust - Income - Managed Fund (Closed)

Fund Objective
To offer investors the opportunity to invest in prime regional shopping centres in Australia providing a secure investment offering some capital growth but predominantly income to unitholders.
Fund Strategy
To acquire and develop shopping centres which can dominate their respective trade areas.

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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% 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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0% 0% 3.59% 7.34% -% -% -% -%
Growth return 0% 0% 0% 0% -% -% -% -%
Income return 0% 0% 3.59% 7.34% -% -% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.1% 4.56% 18.9% 4.1% 23.7% 19.85% 11.91% 8.69%
As at 30 Sep 1991. 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
93.72%
Australian Equities
4.17%
International Equities
0.23%
Cash
1.87%
Fixed Interest
0.01%
Alternatives
0%

General Information

Fund Details
Type Description
Westfield Shoppingtown Property Trust - Income
Closed
Westfield Property Fund Management Ltd
Unlisted and Direct Property
Not Rated
Investment Fund
4 Oct 1989
$0.01 million (as at 30 Sep 1991)
$1.0262 (as at 30 Sep 1991)
$1.0061 (as at 30 Sep 1991)
Finalised
Offer information
Type Description
Minimum initial investment $2,000.00

FAQs about the Westfield Shoppingtown Property Trust - Income

The objective of the Westfield Shoppingtown Property Trust - Income managed fund is To offer investors the opportunity to invest in prime regional shopping centres in Australia providing a secure investment offering some capital growth but predominantly income to unitholders.

The strategy of the Westfield Shoppingtown Property Trust - Income managed fund is To acquire and develop shopping centres which can dominate their respective trade areas.

The APIR code of the Westfield Shoppingtown Property Trust - Income managed fund is .

Westfield Shoppingtown Property Trust - Income’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Sep 1991.

Westfield Shoppingtown Property Trust - Income’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 30 Sep 1991.

Westfield Shoppingtown Property Trust - Income’s one-year total return is 7.34%. This was made up of a growth return of 0% and an income return of 7.34%. These returns were calculated as at 30 Sep 1991.

Westfield Shoppingtown Property Trust - Income’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 Sep 1991.

The asset allocation of the Westfield Shoppingtown Property Trust - Income managed fund is :

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

The Responsible Entity for the Westfield Shoppingtown Property Trust - Income managed fund is Westfield Property Fund Management Ltd.

The Westfield Shoppingtown Property Trust - Income managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Sep 1991, the size of the Westfield Shoppingtown Property Trust - Income managed fund was $0.01 million.

The Westfield Shoppingtown Property Trust - Income managed fund has an inception date of 4 Oct 1989.

The current entry price of the Westfield Shoppingtown Property Trust - Income managed fund is $1.0262 per unit and the current exit price is $1.0061 per unit (as at 30 Sep 1991).

The current exit price of the Westfield Shoppingtown Property Trust - Income managed fund is $1.0061 per unit and the current entry price is $1.0262 per unit (as at 30 Sep 1991).

The minimum initial investment amount for the Westfield Shoppingtown Property Trust - Income managed fund is $2,000.

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.