AustralianSuper Property - Managed Fund

Fund Objective

To outperform CPI1 3% pa and the Mercer Unlisted Property Index over the medium?term.

Fund Strategy

To invest in a range of property assets in Australia and overseas. Investments are in direct property (i.e. not listed on a stock exchange), using a variety of specialist property investment managers.

Fund Performance Comparison

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Peers

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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.

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Fees Comparison

% 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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.49%	2.66%	3.71%	4.45%	-1.03%	0.8%	3.82%	5.88%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (S&P/ASX 200 A-REIT TR)
Total return	-2.51%	4.46%	14.2%	52.18%	21.11%	8.02%	6.24%	9.27%

As at 31 Aug 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AustralianSuper Property

Cash: 4.47%

Property: 95.53%

Australian Equities: 0%

International Equities: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Cash: 1.86%

Property: 94.96%

Australian Equities: 2.14%

International Equities: 0.76%

Fixed Interest: 0.24%

Alternatives: 0.04%

General Information

Fund Details

Type	Description
Fund Name	AustralianSuper Property
Responsible Entity	AustralianSuper Pty Ltd
APIR Code
Sector/Asset Class	Unlisted and Direct Property
Morningstar Rating	(as at 28 Feb 2011)
Legal Structure	Superannuation Fund
Fund Inception	1 Jul 1999
Fund Size	$268.13 million (as at 31 Aug 2021)
Entry Price	n/a
Exit Price	n/a
Fund Status	Finalised

Offer information

Type	Description
MER	0.92% (as at 3 Sep 2021)
Indirect Cost Ratio (ICR)	0.92% (as at 30 Jun 2021)
Performance fee (not included in ICR)	0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the AustralianSuper Property

What is the objective of the AustralianSuper Property managed fund?

The objective of the AustralianSuper Property managed fund is To outperform CPI1 + 3% pa and the Mercer Unlisted Property Index over the medium?term.

What is the strategy for the AustralianSuper Property managed fund?

The strategy of the AustralianSuper Property managed fund is To invest in a range of property assets in Australia and overseas. Investments are in direct property (i.e. not listed on a stock exchange), using a variety of specialist property investment managers.

What is the APIR code of the AustralianSuper Property managed fund?

The APIR code of the AustralianSuper Property managed fund is .

What was AustralianSuper Property’s total return last month?

AustralianSuper Property’s total return last month was 0.49%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2021.

What was AustralianSuper Property’s total return for the last three months?

AustralianSuper Property’s total return for the last three months was 2.66%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2021.

What is AustralianSuper Property’s one-year total return?

AustralianSuper Property’s one-year total return is 4.45%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2021.

What is AustralianSuper Property’s three-year total return?

AustralianSuper Property’s one-year total return is 0.8%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2021.

What is the asset allocation of the AustralianSuper Property managed fund?

The asset allocation of the AustralianSuper Property managed fund is :

Cash: 4.47%

Property: 95.53%

Australian Equities: 0%

International Equities: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the AustralianSuper Property managed fund?

The Responsible Entity for the AustralianSuper Property managed fund is AustralianSuper Pty Ltd.

What sector/asset class does the AustralianSuper Property managed fund belong to?

The AustralianSuper Property managed fund belongs to the Unlisted and Direct Property sector/asset class.

What is the size of the AustralianSuper Property managed fund?

As at 31 Aug 2021, the size of the AustralianSuper Property managed fund was $268.13 million.

What is the inception date of the AustralianSuper Property managed fund?

The AustralianSuper Property managed fund has an inception date of 1 Jul 1999.

What is the current entry price of the AustralianSuper Property managed fund?

The current entry price of the AustralianSuper Property managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the AustralianSuper Property managed fund?

The current exit price of the AustralianSuper Property managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the AustralianSuper Property managed fund?

The minimum initial investment amount for the AustralianSuper Property managed fund is $0. Minimum additional investment is $0.

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.

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