General Information

AMP Balanced Growth (Wholesale)
AMP Capital Investors Limited
Multisector Growth
starstarstarstarstar (as at 30 Jun 2014)
Superannuation Fund
30 Sep 1985
$7462.26 million (as at 28 Feb 2017)
$1.16123 (as at 26 Mar 1986)
$1.16123 (as at 26 Mar 1986)

Fund performance (28 Feb 2017)

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 1.14 3.18 3.33 9.78 3.08 6.94 9.81 4.46
Growth return 0.55 3.49 7.54 11.8 5.54 5.02 -0.4 6.76
Income return 0.59 -0.31 -4.21 -2.02 -2.46 1.92 10.21 -2.3

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.54 3.54 2.87 11.69 3.65 7.77 11.23 4.83

Asset Allocation (28 Feb 2017)

Australian Equities 27.08%
International Equities 27.91%
Cash 14.47%
Property 14.95%
Fixed Interest 12.90%
Alternatives 2.68%
Asset Allocation

Objectives and Strategy

To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.
To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.

Offer information

Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount

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* Dates for historical returns vary from fund to fund