MINE Property Pension - Managed Fund

Fund Objective

Before investment fees and relevant superannuation taxes, to track the return of a composite benchmark comprising 50% FTSE EPRA / NAREIT Developed ex Australia Rental Index (hedged) & 50% FTSE EPRA / NAREIT Australia Index.

Fund Strategy

Property is a growth asset that generally provides high long term returns. Property provides returns through both rental income and capital growth and allows investors to diversify a growth asset portfolio. It invests in Australia and other developed economies. Investments include commercial, industrial and retail property, such as office blocks, warehouses, shopping, centres and factories.

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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-2.6%	4.2%	13.54%	35.83%	12.74%	1.13%	2.52%	6.57%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return	-0.66%	-3.15%	4.21%	14.82%	13.19%	16.95%	16.58%	7.77%

As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: 0.02%

Australian Equities: 0.51%

International Equities: 7.89%

Cash: 1.75%

Property: 89.83%

General Information

Fund Details

Type	Description
Fund Name	MINE Property Pension
APIR Code
Sector/Asset Class	Equity Global Real Estate
Morningstar Rating	(as at 31 Oct 2024)
Legal Structure	Allocated Pension
Fund Inception	1 Jul 2002
Fund Size	$11.75 million (as at 31 Oct 2024)
Entry Price	n/a
Exit Price	n/a
Fund Status	Open

Offer information

Type	Description
MER	0.46% (as at 1 Jul 2024)
Minimum initial investment	$15,000

FAQs about the MINE Property Pension

What is the objective of the MINE Property Pension managed fund?

The objective of the MINE Property Pension managed fund is Before investment fees and relevant superannuation taxes, to track the return of a composite benchmark comprising 50% FTSE EPRA / NAREIT Developed ex Australia Rental Index (hedged) & 50% FTSE EPRA / NAREIT Australia Index.

What is the strategy for the MINE Property Pension managed fund?

The strategy of the MINE Property Pension managed fund is Property is a growth asset that generally provides high long term returns. Property provides returns through both rental income and capital growth and allows investors to diversify a growth asset portfolio. It invests in Australia and other developed economies. Investments include commercial, industrial and retail property, such as office blocks, warehouses, shopping, centres and factories.

What is the APIR code of the MINE Property Pension managed fund?

The APIR code of the MINE Property Pension managed fund is .

What was MINE Property Pension’s total return last month?

MINE Property Pension’s total return last month was -2.6%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

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

MINE Property Pension’s total return for the last three months was 4.2%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Oct 2024.

What is MINE Property Pension’s one-year total return?

MINE Property Pension’s one-year total return is 35.83%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

What is MINE Property Pension’s three-year total return?

MINE Property Pension’s one-year total return is 1.13%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

What is the asset allocation of the MINE Property Pension managed fund?

The asset allocation of the MINE Property Pension managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property: 0%

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

The MINE Property Pension managed fund belongs to the Equity Global Real Estate sector/asset class.

What is the size of the MINE Property Pension managed fund?

As at 31 Oct 2024, the size of the MINE Property Pension managed fund was $11.75 million.

What is the inception date of the MINE Property Pension managed fund?

The MINE Property Pension managed fund has an inception date of 1 Jul 2002.

What is the current entry price of the MINE Property Pension managed fund?

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

What is the current exit price of the MINE Property Pension managed fund?

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

What is the minimum investment amount for the MINE Property Pension managed fund?

The minimum initial investment amount for the MINE Property Pension managed fund is $15,000.

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.

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