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AMP Australian Property Index - Managed Fund

Fund Objective
The Fund seeks to track the returns of the S&P/ASX 300 A-REIT Total Return Index (net dividends reinvested) before taking into account fees, expenses and tax.
Fund Strategy
The Fund holds listed vehicles classified as Australian Real Estate Investment Trusts (REITs) which own property and derive income fromrental returns and traded on theAustralian Securities Exchange. The Fund seeks to track the returns ofthe S&P/ASX 300 A-REIT Total Return Index (net dividends reinvested) before taking into account fees, expenses and tax.

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 4.38% 9.73% 16.51% 14.31% 19.61% 14.77% 11.86% -%
Growth return -2.92% 4.78% 14.09% -0.98% 18.03% 13.87% 2.65% -%
Income return 7.3% 4.95% 2.42% 15.29% 1.58% 0.9% 9.21% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.1% 4.56% 18.9% 4.1% 23.7% 19.85% 11.91% 8.69%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Australian Property Index
Australian Equities
0.85%
Cash
1.56%
Property & Infrastructure
97.58%
Fixed Interest
0.02%
Alternatives
-0.01%
International Equities
0%
Average Allocation of Peers
Australian Equities
4.32%
Cash
2.37%
Property & Infrastructure
93.06%
Fixed Interest
0.01%
Alternatives
0.01%
International Equities
0.24%

General Information

Fund Details
Type Description
AMP Australian Property Index
IPAC Asset Management Limited
AMP3561AU
Equity Australia Real Estate
starstarstar (as at 31 Aug 2025)
Investment Fund
15 May 2020
n/a
$1.25432 (as at 30 Sep 2025)
$1.25282 (as at 30 Sep 2025)
Open
Offer information
Type Description
MER 0.09% (as at 30 May 2025)
Indirect Cost Ratio (ICR) 0.09% (as at 31 Dec 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $10,000,000
Minimum additional investments $100,000

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Goodman Group Equity - REIT 40.48%
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FAQs about the AMP Australian Property Index

The objective of the AMP Australian Property Index managed fund is The Fund seeks to track the returns of the S&P/ASX 300 A-REIT Total Return Index (net dividends reinvested) before taking into account fees, expenses and tax.

The strategy of the AMP Australian Property Index managed fund is The Fund holds listed vehicles classified as Australian Real Estate Investment Trusts (REITs) which own property and derive income fromrental returns and traded on theAustralian Securities Exchange. The Fund seeks to track the returns ofthe S&P/ASX 300 A-REIT Total Return Index (net dividends reinvested) before taking into account fees, expenses and tax.

The APIR code of the AMP Australian Property Index managed fund is AMP3561AU.

AMP Australian Property Index’s total return last month was 4.38%. This was made up of a growth return of -2.92% and an income return of 7.3%. These returns were calculated as at 31 Aug 2025.

AMP Australian Property Index’s total return for the last three months was 9.73%. This was made up of a growth return of 4.78% and an income return of 4.95%%. These returns were calculated as at 31 Aug 2025.

AMP Australian Property Index’s one-year total return is 14.31%. This was made up of a growth return of -0.98% and an income return of 15.29%. These returns were calculated as at 31 Aug 2025.

AMP Australian Property Index’s one-year total return is 14.77%. This was made up of a growth return of 13.87% and an income return of 0.9%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the AMP Australian Property Index managed fund is :

Australian Equities
0.85%
Cash
1.56%
Property & Infrastructure
97.58%
Fixed Interest
0.02%
Alternatives
-0.01%
International Equities
0%

The Responsible Entity for the AMP Australian Property Index managed fund is IPAC Asset Management Limited.

The AMP Australian Property Index managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at , the size of the AMP Australian Property Index managed fund was $ million.

The AMP Australian Property Index managed fund has an inception date of 15 May 2020.

The current entry price of the AMP Australian Property Index managed fund is $1.25432 per unit and the current exit price is $1.25282 per unit (as at 30 Sep 2025).

The current exit price of the AMP Australian Property Index managed fund is $1.25282 per unit and the current entry price is $1.25432 per unit (as at 30 Sep 2025).

The minimum initial investment amount for the AMP Australian Property Index 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.