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AMP Capital Future Directions Australian Share

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General Information
Fund Name AMP Capital Future Directions Australian Share (Wholesale) More information...
Manager AMP Capital Investors
APIR Code AMP0681AU  
Sector/Asset Class Equity Region Australia Large Blend  
Morningstar Rating More information...
Morningstar Recommendation Investment Grade More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Investment Fund  
Fund Inception 9th Oct 2002
Fund Size $43.81 million (as at 31st May 2009) 
Entry Price $0.8977 (as at 30th Jun 2009) 
Exit Price $0.8932 (as at 30th Jun 2009) 
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Gearing Available  Margin Lending Available (75%)

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Fund Performance (as at 30th Jun 2009) 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 3.92 12.58 8.48 -17.93 -16.49 -3.99 6.79 -
Growth Return 3.92 12.58 4.86 -20.65 -19.69 -14.91 -4.26 -
Income Return 0.00 0.00 3.62 2.72 3.20 10.92 11.05 -
Morningstar Index
(Morningstar Peer Group Wholesale Investment Trust Equity Australian Large Balanced Index) More information...
Total Return 1.47 15.91 5.77 -27.17 -17.54 -4.19 6.67 6.03
Market Index
(S&P/ASX 200 Accumulation Index)
Total Return 4.00 11.29 9.08 -20.14 -16.84 -3.82 6.86 7.56


Asset Allocation (as at 31st May 2009) More information...
Domestic Shares 95.82%
International Shares 0%
Cash 4.18%
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 100% Australian shares.
Fund Strategy To provide high returns over the long-term while accepting high levels of volatility in returns. The benchmark for the fund is the S&P ASX 200 Accumulation Index. In seeking to achieve the investment objective, we aim to provide a total return, after costs and before tax, higher than the return from the benchmark on a rolling 12 months basis.


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 $500,000
Minimum Additional Investments $5,000
Minimum Redemption Amount $0
Savings Plan Comments No Savings plan available
Redemption Comments 10 days maximum from when AMP Henderson Global Investors received the request. We pay by cheque or to your account

Top 10 Holdings (as at 30th Sep 2008)
Holding Type % of Portfolio
BHP Billiton Ltd Stock 10.44
Telstra Stock 5.62
National Australia Bank Ltd Stock 5.14
FutureDirections Australian SmallCompanies Fund'A' Mutual Fund (OE) 4.98
Rio Tinto Ltd Stock 4.61
Australia & New Zealand Banking Grp Stock 4.35
Commonwealth Bank of Australia Stock 3.55
Westpac Banking Stock 3.06
News Corp. (CHESS) Stock 2.88
Woodside Petroleum Ltd Stock 2.76

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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