Funds
International Property Fund (opened November 2008)
Investment Objective
To achieve a return (before fees and tax) that exceeds the notional return of a benchmark portfolio of suitable market indices over periods of three years or greater.
To achieve a return (over the medium to longer term) which is competitive with comparable funds that have similar risk characteristics.
Investment Strategy
The Fund invests in international property securities using a multimanager approach.
Fund Features
| Inception date | November 2008 |
|---|---|
| APIR code | UFM0062AU |
| Distribution frequency | Annual |
| Investment minimum | $100,000 |
| Minimum withdrawal | No minimum |
| Volatility / risk | High |
| Estimated management cost | 1.15% |
| Fees and charges | Estimated performance fee: 0.00% |
| Regular Investment Plan | Not available in this product |
| Buy / sell spread | 0.70% |
Performance
UNITED SECTOR LEADERS WHOLESALE FUNDS | As at | 3 mths % p.a. | 1 yr % p.a. | 2 yrs % p.a. | 3 yrs % p.a. | 4 yrs % p.a. | 5 yrs % p.a. | S.I. % p.a. | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| None | |||||||||||
| United International Property Fund | 31/05/10 | 2.2 | 34.2 | n/a | n/a | n/a | n/a | 23.7 | |||
Underlying Sector Managers
| Manager |
| International Property |
| Invesco - Global Property Securities |
| Perennial - Property Securities |
Associated Files
In April 2009, IOOF Holding Limited merged with Australian Wealth Management Limited creating a fully integrated financial services company with offices in every state. Therefore all references to Australian Wealth Management Limited throughout the United Funds Management Product Disclosure Statements should be replaced with IOOF Holdings Limited.
