AMP Capital - Core Infrastructure Hedged - 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 -0.84 -0.44 4.11 11.38 7.94 10.23 10.27 10.46
Growth return -0.84 -1.05 2.58 8.27 4.65 5.91 6.07 4.47
Income return 0 0.61 1.53 3.11 3.29 4.32 4.2 5.99
Market index (S&P Global Infrastructure NR Hdg AUD)
Total return -0.29 2.39 6.56 18.46 5.78 10.38 7.21 10.34
As as 30 Nov 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - Core Infrastructure Hedged
Australian Equities
3.01%
International Equities
49.78%
Cash
8.34%
Alternatives
38.87%
Property
0%
Average Allocation of Peers
Australian Equities
6.13%
International Equities
90.20%
Cash
2.57%
Alternatives
0.90%
Property
0.19%

General Information

Fund Details
Type Description
AMP Capital - Core Infrastructure Hedged
AMP Capital Funds Management Ltd
AMP1180AU
Infrastructure - Global
starstarstar (as at 30 Nov 2019)
Investment Fund
18 Oct 2007
$171.55 million (as at 31 Oct 2019)
$1.38612 (as at 12 Dec 2019)
$1.38515 (as at 12 Dec 2019)
Fund Objective
To provide total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark.
Fund Strategy
The Fund invests in unlisted infrastructure assets (either held directly by the Fund or accessed through the Fund's investment in infrastructure funds which invest in infrastructure assets) and in listed infrastructure securities (through investment in the AMP Capital Global Listed Infrastructure Securities Fund). In the future, the Fund may invest in other assets and securities.
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.39% (as at 30 Jun 2019) (Estimated)
Minimum initial investment $10,000.00
Minimum additional investments $5,000.00

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.

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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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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%