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  5. SUNCORP - Commercial Property Fund - Managed fund profile

SUNCORP - Commercial Property Fund - Managed Fund (Closed)

Fund Objective
This unlisted property trust will terminate in August 1995.
Fund Strategy
Buy well located commercial properties in CBDs & major cities. This fund does not intend to utilise long term borrowings.

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 0.32% 1.7% 3.12% 13.45% 14.78% 11.05% 10.68% 4.22%
Growth return 0.32% 0.27% 0.05% 6.31% -7.02% -5.58% -4.11% -5.24%
Income return 0% 1.43% 3.07% 7.14% 21.8% 16.63% 14.79% 9.46%
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 May 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

SUNCORP - Commercial Property Fund
Cash
2%
Property
98%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.99%
Property
94.86%
Australian Equities
2.11%
International Equities
0.74%
Fixed Interest
0.25%
Alternatives
0.05%

General Information

Fund Details
Type Description
SUNCORP - Commercial Property Fund
Closed
SUNCORP Property Management Ltd
OCE0022AU
Unlisted and Direct Property
Not Rated
Investment Fund
20 Jan 1983
$99.61 million (as at 31 Mar 2002)
n/a
$0.1869 (as at 31 May 2002)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the SUNCORP - Commercial Property Fund

The objective of the SUNCORP - Commercial Property Fund managed fund is This unlisted property trust will terminate in August 1995.

The strategy of the SUNCORP - Commercial Property Fund managed fund is Buy well located commercial properties in CBDs & major cities. This fund does not intend to utilise long term borrowings.

The APIR code of the SUNCORP - Commercial Property Fund managed fund is OCE0022AU.

SUNCORP - Commercial Property Fund’s total return last month was 0.32%. This was made up of a growth return of 0.32% and an income return of 0%. These returns were calculated as at 31 May 2002.

SUNCORP - Commercial Property Fund’s total return for the last three months was 1.7%. This was made up of a growth return of 0.27% and an income return of 1.43%%. These returns were calculated as at 31 May 2002.

SUNCORP - Commercial Property Fund’s one-year total return is 13.45%. This was made up of a growth return of 6.31% and an income return of 7.14%. These returns were calculated as at 31 May 2002.

SUNCORP - Commercial Property Fund’s one-year total return is 11.05%. This was made up of a growth return of -5.58% and an income return of 16.63%. These returns were calculated as at 31 May 2002.

The asset allocation of the SUNCORP - Commercial Property Fund managed fund is :

Cash
2%
Property
98%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the SUNCORP - Commercial Property Fund managed fund is SUNCORP Property Management Ltd.

The SUNCORP - Commercial Property Fund managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 31 Mar 2002, the size of the SUNCORP - Commercial Property Fund managed fund was $99.61 million.

The SUNCORP - Commercial Property Fund managed fund has an inception date of 20 Jan 1983.

The current entry price of the SUNCORP - Commercial Property Fund managed fund is $ per unit and the current exit price is $0.1869 per unit (as at 31 May 2002).

The current exit price of the SUNCORP - Commercial Property Fund managed fund is $0.1869 per unit and the current entry price is $ per unit (as at 31 May 2002).

The minimum initial investment amount for the SUNCORP - Commercial Property Fund 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.