Wealth

A-REIT Fund

Australian Real Estate Investment Fund


A diverse, actively managed portfolio of property trusts, and companies listed on the Australian Stock Exchange (ASX).

Performance

Historical Performance Chart

From
To
As At
30 Apr 2024
1 mth %
-6.42
3 mth %
0.50
6 mth %
23.33
1 yr % pa
5.65
2 yrs % pa
-2.13
3 yrs % pa
2.57
5 yrs % pa
2.02

Total Return is calculated after fees and expenses and assume the reinvestment of distributions. Past performance is not a reliable indicator of future performance.

Historical performance chart assumptions

This chart assumes a notional investment of $10,000 and the reinvestments of distributions credited over the period shown. The returns are calculated after fees and expenses and uses entry to exit prices. It does not allow for any application or exit fees which may apply to an actual client investment. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the period shown and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.




Unit prices

Historical Unit Price Chart

From
To
Effective date
23 May 2024
Entry price
0.8172
Exit price
0.8139

Historical unit price chart assumptions

This chart reflects an exit value at the date shown and is only intended to provide a snapshot of the movements in those prices. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the stated period and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.




 

Distribution