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AMP Capital Future Directions Australian Share Fund

AMP Capital Future Directions Australian Share Fund

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General Information
Fund Name AMP Capital Future Directions Australian Share Fund (Wholesale) More information...
Manager AMP Capital Investors
APIR Code AMP0681AU  
Sector/Asset Class Equity Australia Large Blend  
Morningstar Rating More information...
Morningstar Recommendation Login now to view this recommendation. More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Investment Fund  
Fund Inception 9th Oct 2002
Fund Size $49.75 million (as at 31st Jan 2010) 
Entry Price $1.0941 (as at 10th Mar 2010) 
Exit Price $1.0887 (as at 10th Mar 2010) 
Related Links
Gearing Available  Margin Lending Available (75%)

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Fund Performance (as at 28th Feb 2010) More information... NOTE : returns for periods greater than 1 year are annualised
  1 Month
%		 3 Month
%		 6 Month
%		 1 Year
% p.a.		 2 Year
% p.a.		 3 Year
% p.a.		 5 Year
% p.a.		 7 Year
% p.a.
Total Return 1.81 -1.3 6.19 48.75 -4.06 -2.99 6.52 12.21
Growth Return 1.81 -3.18 4.16 44.02 - -11.47 -4.60 2.01
Income Return 0.00 1.88 2.03 4.73 - 8.48 11.12 10.20
Morningstar Index
(Morningstar Peer Group Wholesale Investment Trust Equity Australian Large Balanced Index) More information...
Total Return 1.07 -1.30 3.81 42.37 - -3.14 6.39 11.80
Market Index
(S&P/ASX 200 Accumulation Index)
Total Return 2.16 -0.56 5.29 44.70 - -3.21 6.68 12.26


Asset Allocation (as at 31st Jan 2010) More information...
Domestic Shares 96.79%
International Shares 0%
Cash 3.21%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective To provide high returns over the long-term while accepting high levels of volatility in returns. To provide a total return, after costs and before tax, higher than the return from the benchmark on a rolling 12 months basis.
Fund Strategy The Fund normally invests in securities listed on the Australian Securities Exchange. The Fund may also invest up to 5% in international listed securities. The Fund is managed using a multi-manager style with passive re-weighting to the benchmark asset mix (ie no active or significant positions away from the benchmark).


Offer Information
Management Expense Ratio (MER) 0.8% (as at 31st May 2004)
Standard Entry Fee 0%
Entry Fee via InvestSMART 0%
Standard Exit Fee 0%
Exit Fee via InvestSMART 0%
Minimum Initial Investment $10,000,000
Minimum Additional Investments $100,000
Minimum Redemption Amount $100,000
Savings Plan Comments No Savings plan available

Top 10 Holdings (as at 31st Dec 2009)
Holding Type % of Portfolio
BHP Billiton Limited Stock 12.28
Login now to view the complete list of holdings.

Managed Fund data is supplied by Morningstar Research and Standard & Poor's Information Services and is subject to the following disclaimer. Managed fund unit prices are indicative only.
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