InvestSMART

Westpac Real Property Growth Trust - Managed Fund (Closed)

Fund Objective
To achieve long term capital appreciation and no regular income.
Fund Strategy
To acquire a portfolio of prime Australian commercial real estate in the CBD's of major cities.

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 0% -12.68% -23.22% -36.98% -23.16% -12.92% 0.29% -%
Growth return 0% -12.68% -23.22% -36.98% -23.16% -12.92% 0.29% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
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 29 Feb 1992. 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
1.65%
Fixed Interest
0%
Alternatives
0%

General Information

Fund Details
Type Description
Westpac Real Property Growth Trust
Closed
Westpac Financial Services Limited
Unlisted and Direct Property
Not Rated
Investment Fund
28 Sep 1984
$0 million (as at 31 Mar 1992)
n/a
$1.164 (as at 29 Mar 1992)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00
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FAQs about the Westpac Real Property Growth Trust

The objective of the Westpac Real Property Growth Trust managed fund is To achieve long term capital appreciation and no regular income.

The strategy of the Westpac Real Property Growth Trust managed fund is To acquire a portfolio of prime Australian commercial real estate in the CBD's of major cities.

The APIR code of the Westpac Real Property Growth Trust managed fund is .

Westpac Real Property Growth Trust’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 29 Feb 1992.

Westpac Real Property Growth Trust’s total return for the last three months was -12.68%. This was made up of a growth return of -12.68% and an income return of 0%%. These returns were calculated as at 29 Feb 1992.

Westpac Real Property Growth Trust’s one-year total return is -36.98%. This was made up of a growth return of -36.98% and an income return of 0%. These returns were calculated as at 29 Feb 1992.

Westpac Real Property Growth Trust’s one-year total return is -12.92%. This was made up of a growth return of -12.92% and an income return of 0%. These returns were calculated as at 29 Feb 1992.

The asset allocation of the Westpac Real Property Growth Trust managed fund is :

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

The Responsible Entity for the Westpac Real Property Growth Trust managed fund is Westpac Financial Services Limited.

The Westpac Real Property Growth Trust managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 31 Mar 1992, the size of the Westpac Real Property Growth Trust managed fund was $0 million.

The Westpac Real Property Growth Trust managed fund has an inception date of 28 Sep 1984.

The current entry price of the Westpac Real Property Growth Trust managed fund is $ per unit and the current exit price is $1.164 per unit (as at 29 Mar 1992).

The current exit price of the Westpac Real Property Growth Trust managed fund is $1.164 per unit and the current entry price is $ per unit (as at 29 Mar 1992).

The minimum initial investment amount for the Westpac Real Property Growth Trust 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.