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  5. AMP Capital PST - Australian Share Portfolio - Managed fund profile

AMP Capital PST - Australian Share Portfolio - Managed Fund (Closed)

Fund Objective
To provide high returns over the long-term, by outperforming the S&P/ASX 200 Accumulation Index on a rolling 12 month basis. Suggested minimum investment timeframe is 5-7 years.
Fund Strategy
Invests either directly or via AMP Henderson Global Investors managed funds, primarily in shares listed by the ASX. May invest up to 10% in cash and fixed interest securities.

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 4.76% 12% 16.32% 27.08% 16.82% 8.56% 9.66% -%
Growth return 4.76% 12% 16.32% 27.08% 16.82% 8.56% 9.66% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return -2.94% 1.04% 15.17% 9.07% 5.9% 7.3% 8% 7.76%
As at 30 Nov 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital PST - Australian Share Portfolio
Australian Equities
94.31%
Cash
2.07%
Property
3.62%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.49%
Cash
0.61%
Property
3.23%
International Equities
4.27%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
AMP Capital PST - Australian Share Portfolio (Wholesale)
Closed
AMP Capital Investors Limited
AMP0379AU
Equity Australia Other
Not Rated
Superannuation Fund
30 Apr 1996
n/a
$2.7689 (as at 24 Dec 2004)
$2.7551 (as at 24 Dec 2004)
Finalised
Offer information
Type Description

FAQs about the AMP Capital PST - Australian Share Portfolio

The objective of the AMP Capital PST - Australian Share Portfolio managed fund is To provide high returns over the long-term, by outperforming the S&P/ASX 200 Accumulation Index on a rolling 12 month basis. Suggested minimum investment timeframe is 5-7 years.

The strategy of the AMP Capital PST - Australian Share Portfolio managed fund is Invests either directly or via AMP Henderson Global Investors managed funds, primarily in shares listed by the ASX. May invest up to 10% in cash and fixed interest securities.

The APIR code of the AMP Capital PST - Australian Share Portfolio managed fund is AMP0379AU.

AMP Capital PST - Australian Share Portfolio’s total return last month was 4.76%. This was made up of a growth return of 4.76% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP Capital PST - Australian Share Portfolio’s total return for the last three months was 12%. This was made up of a growth return of 12% and an income return of 0%%. These returns were calculated as at 30 Nov 2004.

AMP Capital PST - Australian Share Portfolio’s one-year total return is 27.08%. This was made up of a growth return of 27.08% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP Capital PST - Australian Share Portfolio’s one-year total return is 8.56%. This was made up of a growth return of 8.56% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

The asset allocation of the AMP Capital PST - Australian Share Portfolio managed fund is :

Australian Equities
94.31%
Cash
2.07%
Property
3.62%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP Capital PST - Australian Share Portfolio managed fund is AMP Capital Investors Limited.

The AMP Capital PST - Australian Share Portfolio managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Nov 2004, the size of the AMP Capital PST - Australian Share Portfolio managed fund was $ million.

The AMP Capital PST - Australian Share Portfolio managed fund has an inception date of 30 Apr 1996.

The current entry price of the AMP Capital PST - Australian Share Portfolio managed fund is $2.7689 per unit and the current exit price is $2.7551 per unit (as at 24 Dec 2004).

The current exit price of the AMP Capital PST - Australian Share Portfolio managed fund is $2.7551 per unit and the current entry price is $2.7689 per unit (as at 24 Dec 2004).

The minimum initial investment amount for the AMP Capital PST - Australian Share Portfolio managed fund is $.

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.