Cash & Income Funds
|Average annualised rate for periods ended 15/08/2019||1 Year Performance*||1 Week Performance*|
|At Call Fund||1.45% p.a.||0.89% p.a.|
|Fixed Term Fund||2.97% p.a.||2.58% p.a.|
|Long Term Fund||2.98% p.a.||2.60% p.a.|
|Select Mortgage Fund||2.99% p.a.||2.61% p.a.|
Past performance is not a reliable indicator of future performance.
Investment Growth Funds
|Total return for period ended 30/06/2019||5 Year Performance*||1 Year Performance*|
|Balanced Fund||6.09% p.a.||5.04% p.a.|
|Equity Fund||7.07% p.a.||7.90% p.a.|
|Australian Share Fund||6.81% p.a.||8.32% p.a.|
|International Share Fund||9.49% p.a.||9.24% p.a.|
|Diversified Property Fund||10.56% p.a.||14.86% p.a.|
There may be unavoidable delays in updating the Fund Unit Prices during periods of interest distribution and public holidays. If the Unit Price detailed below is not current please phone 1300 138 044 or your nearest branch of Tasmanian Perpetual Trustees for further details.
These rates assume reinvestment of income and applicable net-realised capital gains over 12 months. Past performance is not a reliable indicator of future performance.
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Devonport: 53 Best Street
Hobart: 137 Harrington Street
Launceston: Cimitiere House, Level 1, 113 Cimitiere Street
Tasmanian Perpetual Trustees customers can also access investment accounts from more locations in the following MyState Bank branches:
Burnie: 87 Wilson Street
Glenorchy: 366 Main Road
Kingston: Shop 52, Channel Court Shopping Centre
Kings Meadows: Shop 27, Meadow Mews Plaza
Rosny: 11 Bayfield Street
Hobart: 144 Collins Street