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  5. AMP Capital PST - Direct Property Portfolio - Managed fund profile

AMP Capital PST - Direct Property Portfolio - Managed Fund

Fund Performance Comparison

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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.

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 0.86 2.67 5.16 12.58 10.11 8.71 8.38 -
Growth return 0.86 2.67 5.16 11.65 9.65 8.41 8.2 -
Income return 0 0 0 0.93 0.46 0.3 0.18 -
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.73 0.95 - 18.25 15.7 9.19 13.6 11.09
As as 31 Oct 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital PST - Direct Property Portfolio
Cash
0.06%
Property
99.94%
Australian Equities
0%
International Equities
0%
Average Allocation of Peers
Cash
1.36%
Property
97.96%
Australian Equities
0.47%
International Equities
0.21%

General Information

Fund Details
Type Description
AMP Capital PST - Direct Property Portfolio (Wholesale)
Closed
AMP Capital Investors Limited
Unlisted and Direct Property
Not Rated
Superannuation Fund
1 May 1996
n/a
n/a
$2.1318 (as at 3 Nov 2005)
Fund Objective
To achieve above median returns with below median risk against a selection of leading direct property managers on a rolling 3 year basis. Suggested investment time frame 5-7 years.
Fund Strategy
Intends to gain exposure to direct property through the AMP Investment Linked Superannuation Fund, which holds a range of properties that differ in type and geographic location. A limited amount of cash and fixed interest assets is permitted. The portfolio may also purchase properties directly or purchase units in other portfolios or other AMP Asset management wholesale unit trusts.
Offer information
Type Description

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%
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