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  5. AMP Capital PST - International Bond Portfolio - Managed fund profile

AMP Capital PST - International Bond Portfolio - Managed Fund (Closed)

Fund Objective
To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark (Barclays Capital Global Aggregate Index, hedged back to Australian dollars) on a rolling 3 year basis.
Fund Strategy
The Fund may invest up to 100% in global fixed income securities. The Fund may also invest up to 2% in cash.

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 1.57% 3.07% 5.05% 7.42% 6.66% 6.53% 6.75% -%
Growth return 1.57% 3.07% 5.05% 7.42% 6.66% 6.53% 6.75% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.49% 1.25% 1.39% 2.84% 4.39% 2.5% -0.63% 1.95%
As at 30 Nov 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital PST - International Bond Portfolio
Cash
0.15%
Fixed Interest
99.85%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.49%
Fixed Interest
92.28%
Australian Equities
0.06%
International Equities
0.01%
Property & Infrastructure
0%
Alternatives
2.17%

General Information

Fund Details
Type Description
AMP Capital PST - International Bond Portfolio (Wholesale)
Closed
IPAC Asset Management Limited
AMP0386AU
Bonds - Global
Not Rated
Superannuation Fund
27 Mar 1996
n/a
$1.8146 (as at 20 Dec 2004)
$1.8146 (as at 20 Dec 2004)
Finalised
Offer information
Type Description
MER 0.46% (as at 30 Jun 2003)
Minimum initial investment $500,000

FAQs about the AMP Capital PST - International Bond Portfolio

The objective of the AMP Capital PST - International Bond Portfolio managed fund is To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark (Barclays Capital Global Aggregate Index, hedged back to Australian dollars) on a rolling 3 year basis.

The strategy of the AMP Capital PST - International Bond Portfolio managed fund is The Fund may invest up to 100% in global fixed income securities. The Fund may also invest up to 2% in cash.

The APIR code of the AMP Capital PST - International Bond Portfolio managed fund is AMP0386AU.

AMP Capital PST - International Bond Portfolio’s total return last month was 1.57%. This was made up of a growth return of 1.57% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP Capital PST - International Bond Portfolio’s total return for the last three months was 3.07%. This was made up of a growth return of 3.07% and an income return of 0%%. These returns were calculated as at 30 Nov 2004.

AMP Capital PST - International Bond Portfolio’s one-year total return is 7.42%. This was made up of a growth return of 7.42% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP Capital PST - International Bond Portfolio’s one-year total return is 6.53%. This was made up of a growth return of 6.53% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

The asset allocation of the AMP Capital PST - International Bond Portfolio managed fund is :

Cash
0.15%
Fixed Interest
99.85%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the AMP Capital PST - International Bond Portfolio managed fund is IPAC Asset Management Limited.

The AMP Capital PST - International Bond Portfolio managed fund belongs to the Bonds - Global sector/asset class.

As at 31 May 2015, the size of the AMP Capital PST - International Bond Portfolio managed fund was $ million.

The AMP Capital PST - International Bond Portfolio managed fund has an inception date of 27 Mar 1996.

The current entry price of the AMP Capital PST - International Bond Portfolio managed fund is $1.8146 per unit and the current exit price is $1.8146 per unit (as at 20 Dec 2004).

The current exit price of the AMP Capital PST - International Bond Portfolio managed fund is $1.8146 per unit and the current entry price is $1.8146 per unit (as at 20 Dec 2004).

The minimum initial investment amount for the AMP Capital PST - International Bond Portfolio managed fund is $500,000.

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.