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

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

Fund Objective
To outperform the benchmark mix of listed and direct property on a rolling 3 year basis, before tax and fees. Suggested investment timeframe is 5-7 plus years.
Fund Strategy
The benchmark defines the expected average long-term asset mix of the Diversified Property Portfolio. Asset allocation ranges (with benchmarks in brackets): listed property trusts 10-80% (50%), direct property 10-80% (50%), cash 0-20% (0%). Exposure to each asset class is normally gained through investing in the relevant sector portfolios of the Trust.

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 0.48% 6.05% 9.53% 19.21% 13.46% 12.33% 11.9% -%
Growth return 0.48% 6.05% 9.53% 19.21% 13.46% 12.33% 11.9% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
As at 31 Jan 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital PST - Diversified Property Portfolio
Cash
0.06%
Property
99.94%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.64%
Property
94.20%
Australian Equities
3.78%
International Equities
0.35%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP Capital PST - Diversified Property Portfolio (Wholesale)
Closed
AMP Capital Investors Limited
AMP0383AU
Unlisted and Direct Property
Not Rated
Superannuation Fund
3 Jul 1996
$93.37 million (as at 30 Sep 2005)
$2.6194 (as at 31 Oct 2005)
$2.557 (as at 31 Oct 2005)
Finalised
Offer information
Type Description

FAQs about the AMP Capital PST - Diversified Property Portfolio

The objective of the AMP Capital PST - Diversified Property Portfolio managed fund is To outperform the benchmark mix of listed and direct property on a rolling 3 year basis, before tax and fees. Suggested investment timeframe is 5-7 plus years.

The strategy of the AMP Capital PST - Diversified Property Portfolio managed fund is The benchmark defines the expected average long-term asset mix of the Diversified Property Portfolio. Asset allocation ranges (with benchmarks in brackets): listed property trusts 10-80% (50%), direct property 10-80% (50%), cash 0-20% (0%). Exposure to each asset class is normally gained through investing in the relevant sector portfolios of the Trust.

The APIR code of the AMP Capital PST - Diversified Property Portfolio managed fund is AMP0383AU.

AMP Capital PST - Diversified Property Portfolio’s total return last month was 0.48%. This was made up of a growth return of 0.48% and an income return of 0%. These returns were calculated as at 31 Jan 2005.

AMP Capital PST - Diversified Property Portfolio’s total return for the last three months was 6.05%. This was made up of a growth return of 6.05% and an income return of 0%%. These returns were calculated as at 31 Jan 2005.

AMP Capital PST - Diversified Property Portfolio’s one-year total return is 19.21%. This was made up of a growth return of 19.21% and an income return of 0%. These returns were calculated as at 31 Jan 2005.

AMP Capital PST - Diversified Property Portfolio’s one-year total return is 12.33%. This was made up of a growth return of 12.33% and an income return of 0%. These returns were calculated as at 31 Jan 2005.

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

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

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

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

As at 30 Sep 2005, the size of the AMP Capital PST - Diversified Property Portfolio managed fund was $93.37 million.

The AMP Capital PST - Diversified Property Portfolio managed fund has an inception date of 3 Jul 1996.

The current entry price of the AMP Capital PST - Diversified Property Portfolio managed fund is $2.6194 per unit and the current exit price is $2.557 per unit (as at 31 Oct 2005).

The current exit price of the AMP Capital PST - Diversified Property Portfolio managed fund is $2.557 per unit and the current entry price is $2.6194 per unit (as at 31 Oct 2005).

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