AMP Capital - Australian Bond MPS - 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 -0.57 2.03 5.15 - - - - -
Growth return -1.42 1.17 2.55 - - - - -
Income return 0.85 0.86 2.6 - - - - -
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return -0.49 1.98 - 11.13 7.36 4.59 5.27 5.99
As as 30 Sep 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - Australian Bond MPS
Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Fixed Interest
88.51%
Australian Equities
3.79%
International Equities
0.10%
Cash
7.38%
Property
0.07%
Alternatives
0.15%

General Information

Fund Details
Type Description
AMP Capital - Australian Bond MPS
Westpac Financial Services Limited
WFS4874AU
Bonds - Australia
Not Rated
Investment Fund
15 Oct 2018
$1.41 million (as at 31 Aug 2019)
$1.0758 (as at 10 Oct 2019)
$1.0746 (as at 10 Oct 2019)
Fund Objective
To provide a source of income from Australian fixed interest exposure with a total investment return (before fees and taxes) that outperforms the benchmark over periods of three years or longer. The Fund may also have some exposure to international fixed income securities.
Fund Strategy
The Fund invests in a wide range of Australian issued government, semi-government and corporate fixed interest securities and instruments. The Fund may also invest in debt securities issued by supranationals and non-Australian governments and corporates. All foreign exposures are fully hedged to Australian dollars.
Offer information
Type Description
Minimum initial investment $500,000
Minimum additional investments

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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Underperforming
81%^

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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%