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About

Morningstar Fund Report

Salt Sustainable Global Listed Property

Retail

Fund Report | Report generated 15 Aug 2022 |

Performance

31 Jul 2022

Growth of $10,000

Fund
Fund: Salt Sustainable Global Listed Property
Index
Index: FTSE EPRA/NAREIT Dvlp NR AUD-Hdg NZD
Category
Category: Equity Sector Global - Real Estate

Financial Year Total Returns

-- -- Mar-22 Jul-22
Fund -- -- -- -7.99
+/- Cat -- -- -- 2.47
+/- Index -- -- -- -1.68

Trailing Total Returns

as at 31 Jul 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 7.77 -- -- --
3 Month -5.10 -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Jul 2022
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 22 Dec 2020
Responsible Entity Salt Investment Funds Limited
Fund Manager Salt Investment Funds Limited
Base Currency $NZ
Net Assets $Mil
(as at 04 Aug 2022)
31.17
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Semi-Annually

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 12 Aug 2022

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity Sector Global - Real Estate
Entry Price $ 0.9600
Exit Price $ 0.9561
Exit Price
1 Week Change $
0.0354

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --