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  5. Australia Pacific Pooled - Managed fund profile

Australia Pacific Pooled - Managed Fund

Fund Objective
To invest in a conservative managed investment scheme and receive a variable rate income yield from mortgage security secured by the Fund's registration over real estate throughout Australia.
Fund Strategy
The Fund will provide debt funding for residential and commercial property that meet its credit criteria. Anticipated timeframes for loan terms will generally range from 6 months to 2 years and interest rates will be variable. The Fund may also hold some cash and/or bank bills. The Fund does not provide finance to related parties. Investment monies are only invested in securities in Australia and do not exceed 80% of the value of the security so as to provide for a stable investment.

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 0.01% 0.02% 0.04% -7.37% -% -% -% -%
Growth return 0% 0% 0% -7.45% -% -% -% -%
Income return 0.01% 0.02% 0.04% 0.08% -% -% -% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.34% 1.1% 2.21% 4.48% 4.29% 3.44% 2.1% 1.98%
As at 28 Feb 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
Fixed Interest
76.96%
Australian Equities
0.05%
International Equities
0.04%
Cash
22.92%
Alternatives
0.03%

General Information

Fund Details
Type Description
Australia Pacific Pooled
APM8830AU
Mortgages
Not Rated
Investment Fund
30 Jan 2024
$21.84 million (as at 24 Jul 2024)
$1 (as at 28 Feb 2025)
$1 (as at 28 Feb 2025)
Open
Offer information
Type Description
MER 0% (as at 15 Feb 2024)
Minimum initial investment $5,000.00

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
Registered 1St Mortgages Bond - Undefined 100%

FAQs about the Australia Pacific Pooled

The objective of the Australia Pacific Pooled managed fund is To invest in a conservative managed investment scheme and receive a variable rate income yield from mortgage security secured by the Fund's registration over real estate throughout Australia.

The strategy of the Australia Pacific Pooled managed fund is The Fund will provide debt funding for residential and commercial property that meet its credit criteria. Anticipated timeframes for loan terms will generally range from 6 months to 2 years and interest rates will be variable. The Fund may also hold some cash and/or bank bills. The Fund does not provide finance to related parties. Investment monies are only invested in securities in Australia and do not exceed 80% of the value of the security so as to provide for a stable investment.

The APIR code of the Australia Pacific Pooled managed fund is APM8830AU.

Australia Pacific Pooled’s total return last month was 0.01%. This was made up of a growth return of 0% and an income return of 0.01%. These returns were calculated as at 28 Feb 2025.

Australia Pacific Pooled’s total return for the last three months was 0.02%. This was made up of a growth return of 0% and an income return of 0.02%%. These returns were calculated as at 28 Feb 2025.

Australia Pacific Pooled’s one-year total return is -7.37%. This was made up of a growth return of -7.45% and an income return of 0.08%. These returns were calculated as at 28 Feb 2025.

Australia Pacific Pooled’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 28 Feb 2025.

The asset allocation of the Australia Pacific Pooled managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Alternatives
0%

The Australia Pacific Pooled managed fund belongs to the Mortgages sector/asset class.

As at 24 Jul 2024, the size of the Australia Pacific Pooled managed fund was $21.84 million.

The Australia Pacific Pooled managed fund has an inception date of 30 Jan 2024.

The current entry price of the Australia Pacific Pooled managed fund is $1 per unit and the current exit price is $1 per unit (as at 28 Feb 2025).

The current exit price of the Australia Pacific Pooled managed fund is $1 per unit and the current entry price is $1 per unit (as at 28 Feb 2025).

The minimum initial investment amount for the Australia Pacific Pooled managed fund is $5,000.

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.