AMP Capital - Emerging Market Bond Fund - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

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Benchmark ({{ }})
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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 -4.46 2.51 12.65 26.91 26.22 22.95 21.48 -
Growth return -4.46 -11.14 -2.35 -25.48 -15.83 -8.89 -1.4 -
Income return 0 13.65 15 52.39 42.05 31.84 22.88 -
Market index (BBgBarc Global Aggregate TR Hdg AUD)
Total return -0.2 -1.03 3.16 9.04 4.66 4.37 4.42 6.23
As as 29 Feb 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - Emerging Market Bond Fund
Fixed Interest
Australian Equities
International Equities
Average Allocation of Peers
Fixed Interest
Australian Equities
International Equities

General Information

Fund Details
Type Description
AMP Capital - Emerging Market Bond Fund
AMP Capital Investors Limited
Bonds - Global
Not Rated
Investment Fund
21 Jan 1998
$0 million (as at 31 Oct 2005)
$0.7404 (as at 11 Mar 2004)
$0.7257 (as at 11 Mar 2004)
Fund Objective
To provide returns above traditional international bonds over the long-term, with high levels of volatility. To outperform the JP Morgan Emerging Market Bond Index hedged back to Australian dollars, on a rolling 12 month basis after fees. Suggested investment horizon is 5 to 7 years.
Fund Strategy
Invests primarily in emerging market fixed interest securities such as collateralised Brady bonds, Euro bonds, and local market debt instruments. Investment managed by AMP Asset Management's London based associate, Henderson Fund Management plc. Up to 30% invested in cash or bonds within the JP Morgan Global Government Bond Index.
Offer information
Type Description

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%