General Information

AMP Capital Dynamic Markets ETF (Hedge)
BetaShares Capital Ltd
Multisector Balanced
Not Rated
Investment Fund
18 Jul 2016
$17.65 million (as at 19 Jul 2017)

Fund performance (30 Jun 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 -0.76 -0.38 0.06 - - - - -
Growth return -0.76 -0.38 -1.51 - - - - -
Income return 0 0 1.57 - - - - -

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return -0.98 0.81 2.57 6.51 5.54 7.11 9.6 4.54

Asset Allocation (30 Jun 2017)

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
Asset Allocation

Objectives and Strategy

The Fund aims to provide a total return (income and capital growth), before costs and before tax, above the benchmark, on a rolling 5 year basis.
The Fund adopts AMP Capital's dynamic asset allocation investment approach which aims to negotiate the ups and downs of the market cycle. The dynamic asset allocation approach invests with the principal aim of achieving growth with smoother returns over the longer term. This is done by adopting a flexible approach to asset allocation to actively adjust the split of investment across asset classes in response to expected market changes.

Offer information

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