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  5. AMP Wealth All Growth - Managed fund profile

AMP Wealth All Growth - Managed Fund (Closed)

Fund Objective
To provide high returns over the long term through a portfolio investing mostly in Australian and international shares.
Fund Strategy
N/A

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.81% -0.33% 3.64% 0.34% 5.41% 6.55% 6.83% 8.51%
Growth return 0.79% 4.67% 9.62% 13.44% 3.97% 3.73% -2.52% 6.36%
Income return -1.6% -5% -5.98% -13.1% 1.44% 2.82% 9.35% 2.15%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Wealth All Growth
Australian Equities
41.56%
International Equities
47.79%
Cash
1.42%
Property & Infrastructure
3.57%
Alternatives
5.66%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.21%
International Equities
49.75%
Cash
2.42%
Property & Infrastructure
4.65%
Alternatives
3.63%
Fixed Interest
5.34%

General Information

Fund Details
Type Description
AMP Wealth All Growth (Wholesale)
Closed
AMP Capital Investors Limited
Multisector Aggressive
starstarstarstar (as at 30 Apr 2021)
Superannuation Fund
31 Jan 1984
$473.54 million (as at 28 Feb 2023)
$1.46465 (as at 26 Mar 1986)
$1.46465 (as at 26 Mar 1986)
Finalised
Offer information
Type Description
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount

FAQs about the AMP Wealth All Growth

The objective of the AMP Wealth All Growth managed fund is To provide high returns over the long term through a portfolio investing mostly in Australian and international shares.

The strategy of the AMP Wealth All Growth managed fund is N/A

The APIR code of the AMP Wealth All Growth managed fund is .

AMP Wealth All Growth’s total return last month was -0.81%. This was made up of a growth return of 0.79% and an income return of -1.6%. These returns were calculated as at 28 Feb 2023.

AMP Wealth All Growth’s total return for the last three months was -0.33%. This was made up of a growth return of 4.67% and an income return of -5%%. These returns were calculated as at 28 Feb 2023.

AMP Wealth All Growth’s one-year total return is 0.34%. This was made up of a growth return of 13.44% and an income return of -13.1%. These returns were calculated as at 28 Feb 2023.

AMP Wealth All Growth’s one-year total return is 6.55%. This was made up of a growth return of 3.73% and an income return of 2.82%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the AMP Wealth All Growth managed fund is :

Australian Equities
41.56%
International Equities
47.79%
Cash
1.42%
Property & Infrastructure
3.57%
Alternatives
5.66%
Fixed Interest
0%

The Responsible Entity for the AMP Wealth All Growth managed fund is AMP Capital Investors Limited.

The AMP Wealth All Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 28 Feb 2023, the size of the AMP Wealth All Growth managed fund was $473.54 million.

The AMP Wealth All Growth managed fund has an inception date of 31 Jan 1984.

The current entry price of the AMP Wealth All Growth managed fund is $1.46465 per unit and the current exit price is $1.46465 per unit (as at 26 Mar 1986).

The current exit price of the AMP Wealth All Growth managed fund is $1.46465 per unit and the current entry price is $1.46465 per unit (as at 26 Mar 1986).

The minimum initial investment amount for the AMP Wealth All Growth managed fund is $10,000,000. Minimum additional investment is $100000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.