General Information

AMP Capital Balanced Growth A (Wholesale)
AMP Capital Funds Management Ltd
AMP0441AU
Multisector Growth
starstarstar (as at 31 Aug 2017)
Investment Fund
1 Oct 1999
$11.71 million (as at 31 Aug 2017)
$1.14789 (as at 20 Sep 2017)
$1.14388 (as at 20 Sep 2017)

Fund performance (31 Aug 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 0.51 -0.37 2.57 5.34 5.82 5.83 9.68 3.78
Growth return 0.51 -3.55 -0.71 1.2 0.76 1.07 3.33 -1.36
Income return 0 3.18 3.28 4.14 5.06 4.76 6.35 5.14

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 0.66 -0.84 2.62 5.56 6.14 7.15 10.78 4.61
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Fund Performance Comparison

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Asset Allocation (31 Aug 2017)

Australian Equities 28.84%
International Equities 32.05%
Cash 13.60%
Property 8.17%
Fixed Interest 17.34%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (primarily capital growth with some income) after costs and before tax, above the relevant benchmarks of the underlying investments on a rolling three-year basis.
The investment manager, AMP Capital, invests in a diversified range of Australian and international growth sources across asset classes including shares and listed property trusts.

Offer information

Indirect Cost Ratio (ICR) 0.98% (as at 30 Jun 2016)
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

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