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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 $48.96 million (as at 31st Jul 2010) 
Entry Price $1.033 (as at 1st Sep 2010) 
Exit Price $1.0278 (as at 1st Sep 2010) 
Related Links
Gearing Available  Margin Lending Available (70%)

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Fund Performance (as at 31st Aug 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 -1.79 0.08 -3.73 2.22 -2.28 -6.43 4.1 9.26
Growth Return -1.79 -0.49 -4.28 -0.29 -5.69 -9.96 -5.83 -0.54
Income Return 0.00 0.57 0.55 2.51 3.41 3.53 9.93 9.80
Morningstar Index
(Morningstar Peer Group Wholesale Investment Trust Equity Australian Large Balanced Index) More information...
Total Return 4.52 -6.17 -0.56 9.15 -0.25 -5.54 4.88 9.71
Market Index
(S&P/ASX 200 Accumulation Index)
Total Return 4.47 -5.87 0.29 10.14 -0.55 -5.84 4.90 9.94


Asset Allocation (as at 31st Jul 2010) More information...
Domestic Shares 95.64%
International Shares 0%
Cash 4.36%
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 30th Jun 2010)
Holding Type % of Portfolio
BHP Billiton Limited Stock 12.73
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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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