InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP Capital PST - Direct Property Portfolio - Managed fund profile

AMP Capital PST - Direct Property Portfolio - Managed Fund (Closed)

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.

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 0.86% 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 1.82% 13.72% 5.96% 13.97% 19.19% 15.37% 12.42% 8.32%
As at 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 & Infrastructure
99.94%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.82%
Property & Infrastructure
93.19%
Australian Equities
3.97%
International Equities
0.75%
Fixed Interest
0.22%
Alternatives
0.05%

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)
Finalised
Offer information
Type Description
MER 0.77% (as at 30 Jun 2003)

FAQs about the AMP Capital PST - Direct Property Portfolio

The objective of the AMP Capital PST - Direct Property Portfolio managed fund is 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.

The strategy of the AMP Capital PST - Direct Property Portfolio managed fund is 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.

The APIR code of the AMP Capital PST - Direct Property Portfolio managed fund is .

AMP Capital PST - Direct Property Portfolio’s total return last month was 0.86%. This was made up of a growth return of 0.86% and an income return of 0%. These returns were calculated as at 31 Oct 2005.

AMP Capital PST - Direct Property Portfolio’s total return for the last three months was 2.67%. This was made up of a growth return of 2.67% and an income return of 0%%. These returns were calculated as at 31 Oct 2005.

AMP Capital PST - Direct Property Portfolio’s one-year total return is 12.58%. This was made up of a growth return of 11.65% and an income return of 0.93%. These returns were calculated as at 31 Oct 2005.

AMP Capital PST - Direct Property Portfolio’s one-year total return is 8.71%. This was made up of a growth return of 8.41% and an income return of 0.3%. These returns were calculated as at 31 Oct 2005.

The asset allocation of the AMP Capital PST - Direct Property Portfolio managed fund is :

Cash
0.06%
Property & Infrastructure
99.94%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

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

The AMP Capital PST - Direct Property Portfolio managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Nov 2007, the size of the AMP Capital PST - Direct Property Portfolio managed fund was $ million.

The AMP Capital PST - Direct Property Portfolio managed fund has an inception date of 1 May 1996.

The current entry price of the AMP Capital PST - Direct Property Portfolio managed fund is $ per unit and the current exit price is $2.1318 per unit (as at 3 Nov 2005).

The current exit price of the AMP Capital PST - Direct Property Portfolio managed fund is $2.1318 per unit and the current entry price is $ per unit (as at 3 Nov 2005).

The minimum initial investment amount for the AMP Capital PST - Direct Property 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.