InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP Australian Inflation-linked Bond Index Open - Managed fund profile

AMP Australian Inflation-linked Bond Index Open - Managed Fund (Closed)

Fund Objective
The Fund seeks to track the return of the Bloomberg AusBond InflationGovt 0 Year Index before taking into Index before taking into tax.
Fund Strategy
The Fund invests in inflation-linked bonds issued by the government and semi-government authorities of Australia. The Fund seeks to track the return of the Bloomberg AusBond Inflation Government 0 Yr Index before taking into account fees, expenses, and tax.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.65% 3.79% 3.53% -% -% -% -% -%
Growth return -0.65% 3.79% 3.53% -% -% -% -% -%
Income return 0% 0% 0% -% -% -% -% -%
Market index (Bloomberg AusBond Infl 0-10Y TR AUD)
Total return -0.25% 1.36% 0.5% 4.3% 3.03% 3.8% 3.19% 4.49%
As at 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Australian Inflation-linked Bond Index Open
Cash
100%
Fixed Interest
0%
Average Allocation of Peers
Cash
48.70%
Fixed Interest
51.30%

General Information

Fund Details
Type Description
AMP Australian Inflation-linked Bond Index Open
Closed
IPAC Asset Management Limited
IPA9701AU
Bonds - Inflation - Linked
Not Rated
Investment Fund
30 Sep 2022
$0 million (as at 30 Sep 2023)
$1.10688 (as at 19 Jun 2023)
$1.10467 (as at 19 Jun 2023)
Finalised
Offer information
Type Description
Minimum initial investment $10,000,000
Minimum additional investments $100,000

FAQs about the AMP Australian Inflation-linked Bond Index Open

The objective of the AMP Australian Inflation-linked Bond Index Open managed fund is The Fund seeks to track the return of the Bloomberg AusBond InflationGovt 0+ Year Index before taking into Index before taking into tax.

The strategy of the AMP Australian Inflation-linked Bond Index Open managed fund is The Fund invests in inflation-linked bonds issued by the government and semi-government authorities of Australia. The Fund seeks to track the return of the Bloomberg AusBond Inflation Government 0+Yr Index before taking into account fees, expenses, and tax.

The APIR code of the AMP Australian Inflation-linked Bond Index Open managed fund is IPA9701AU.

AMP Australian Inflation-linked Bond Index Open’s total return last month was -0.65%. This was made up of a growth return of -0.65% and an income return of 0%. These returns were calculated as at 31 May 2023.

AMP Australian Inflation-linked Bond Index Open’s total return for the last three months was 3.79%. This was made up of a growth return of 3.79% and an income return of 0%%. These returns were calculated as at 31 May 2023.

AMP Australian Inflation-linked Bond Index Open’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2023.

AMP Australian Inflation-linked Bond Index Open’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2023.

The asset allocation of the AMP Australian Inflation-linked Bond Index Open managed fund is :

Cash
100%
Fixed Interest
0%

The Responsible Entity for the AMP Australian Inflation-linked Bond Index Open managed fund is IPAC Asset Management Limited.

The AMP Australian Inflation-linked Bond Index Open managed fund belongs to the Bonds - Inflation - Linked sector/asset class.

As at 30 Sep 2023, the size of the AMP Australian Inflation-linked Bond Index Open managed fund was $0 million.

The AMP Australian Inflation-linked Bond Index Open managed fund has an inception date of 30 Sep 2022.

The current entry price of the AMP Australian Inflation-linked Bond Index Open managed fund is $1.10688 per unit and the current exit price is $1.10467 per unit (as at 19 Jun 2023).

The current exit price of the AMP Australian Inflation-linked Bond Index Open managed fund is $1.10467 per unit and the current entry price is $1.10688 per unit (as at 19 Jun 2023).

The minimum initial investment amount for the AMP Australian Inflation-linked Bond Index Open 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.