Search
AMP Flexible Lifetime Investments - S2 - Fund Australian Bond

AMP Flexible Lifetime Investments - S2 - Fund Australian Bond

   Print

Welcome to InvestSMART

You are currently viewing our site as a guest, which gives you limited access to our site features. By signing up for a free membership, you will receive our Investment Opportunity newsletters and have access to additional features for finding and comparing managed funds and shares. Registration is fast and simple, so please:

Sign Up Today » it's FREE!

Already a member? Login now!

General Information
Fund Name AMP Flexible Lifetime Investments - S2 - Fund Australian Bond
Manager AMP Capital Investors Limited
APIR Code AMP1409AU  
Sector/Asset Class Bonds - Australia  
Morningstar Rating Not Rated More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Investment Fund  
Fund Inception 1st Jul 2010
Fund Size $1.52 million (as at 31st Mar 2012) 
Entry Price $1.02195 (as at 17th May 2012) 
Exit Price $1.02093 (as at 17th May 2012) 
Related Links
Request a PDS for this managed fund  Request the Prospectus/PDS via post

  Email this profile to a friend

Search for managed funds, superannuation funds and retirement funds  Find another fund


Fund Performance (as at 30th Apr 2012) 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.		 10 Year
% p.a.
Total Return 1.32 2.27 4.97 10.94 - - - -
Growth Return 1.32 0.75 1.08 2.23 - - - -
Income Return 0.00 1.52 3.89 8.71 - - - -
Morningstar Index
(Mstar PG ITr Bonds - Australia Idx) More information...
Total Return 1.37 2.14 4.54 9.75 8.20 7.51 6.77 5.93
Market Index
(UBS Composite 0+ Yr TR AUD)
Total Return 1.59 2.25 4.98 11.22 8.98 7.05 7.46 6.58


Asset Allocation (as at 31st Mar 2012) More information...
Domestic Shares 0%
International Shares 0%
Cash 11.8546%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 85.4229%
International Fixed Interest 6.9524%
Mortgage 0%
Other -4.2298%
Be rewarded for investing!

We all know that fees reduce the returns on our investments.

InvestSMART can help you easily reduce the fees you pay on your managed investments, superannuation and allocated pensions.

TrailCap™ has been designed to simply save you money on your managed investments. As with all managed fund investments via InvestSMART you pay NO entry fees, plus you also receive a cash payment from InvestSMART for 50% of any trailing commissions we receive from participating fund managers on your investments above $300 pa!*

Dont delay, find out more about TrailCap™ now!


Objectives and Strategy
Fund Objective To provide a total return (income and capital growth) after costs and before-tax, above the UBS Composite Bond (All Maturities) Index on a rolling 3 year basis.
Fund Strategy The portfolio invests in short and long-term fixed interest securities including government, bank, corporate and asset-backed securities, derivatives and currency. The portfolio may also have exposure to international securities in both developed and emerging markets. In normal circumstances the portfolio's international investments are fully hedged back to Australian dollars.

Advertisement


Offer Information
Entry Fee via InvestSMART 0%
Minimum Initial Investment $1,500
Minimum Additional Investments $500
Minimum Redemption Amount $500

MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund


Search for Managed Funds, Superannuation Funds and Retirement Funds Find a Managed Fund Reduce your fees and save money on your Managed Funds with our 100% Entry Fee Rebate 100% Entry Fee Rebate

Login
Email
Password
     Log me in automatically in future
Forgotten password? | Secure Login | Terms & Conditions
Free Membership

Membership benefits...

  • 100% entry fee rebates
  • Cash back on your managed fund investments with our innovative TrailCap™ program
  • Independent research on...
    • over 1,000 managed funds
    • over 300 ASX-listed Companies
    • top performing suburbs/postcodes
  • Access to IPOs/floats & other investment offers
  • Superior investment tools...
    • Portfolio manager
    • Watchlists
    • Alerts
  • Regular investment e-newsletter

Advertisement

Portfolio / Watchlist

Start a new portfolio / view your existing portfolio.
Track all your assets and manage your investments easily.
Trade Shares Online from $19.95^

eNewsletter

Keep up to date with new investments and important news - subscribe to our FREE weekly eNewsletters. Sign up now!
Free Guides

Financing your Investment Property

An educational booklet to help you learn the language of residential property financing with an introduction on how the tax system can help improve your cashflow.

More details...

News

When friends are involved, keep it strictly business

Sydney Morning Herald 21/05/2012 | A friend and I are looking at starting a clothing business together. He is creative, while I am quite good at the business and finance side. One thing that had crossed my mind was the difficulties that might arise from starting a business with a friend. What would be your advice for anybody looking to start a business with friends or relatives?

Friends can stay friends even in business

The Age 21/05/2012 | A FRIEND and I are looking at starting a clothing business together. He is creative, while I am quite good at the business and finance side. One thing that has crossed my mind is the difficulty that might be caused in starting a business with a friend. What would be your advice for anybody looking to start a business with friends or relatives?

Businesswomen fail to focus on own futures

Sydney Morning Herald 21/05/2012 | MORE than one fifth of Australian women who own their own small business are not a member of any superannuation fund, a report says.

Small business makes super mistake

The Age 21/05/2012 | MORE than a fifth of Australian women who own their own small business are not a member of any superannuation fund, a report says.

Behind the fraud, a more grim reality

Sydney Morning Herald 19/05/2012 | Australia's superannuation industry is a gold mine for companies out to flog their services. Fund managers, financial planners, consultants, auditors, researchers, custodians. They're all in the market to help manage your retirement savings.

Assets offer super benefits

Sydney Morning Herald 19/05/2012 | PRIVATE investors have taken advantage of lower interest rates by snapping up smaller assets through spirited auctions before the end of the financial year.

More...

Sponsored Links

More from our network...


Motoring

Lotus's new Club Racer
Lotus's new Club Racer

Money

AmexQDisc-RB-
$0 Annual Fee + 10k QFF Points

TheVine

Britney Spears
Britney?s Prime-time mistake

Managed Funds

InvestSMART Top performing Shares
Today's Hottest Stocks

Relationships

Find dating success on RSVP, Australia's online dating and online chat site.
Meet Someone Special On RSVP