General Information

AMP Capital FD Balanced (Wholesale)
AMP Capital Investors Limited
Multisector Growth
starstarstarstar (as at 30 Nov 2011)
Superannuation
14 Mar 2001
$5698.86 million (as at 28 Feb 2017)
n/a
n/a

Fund performance (28 Feb 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 1.14 3.32 4.3 11.89 4.54 7.72 9.92 4.54
Growth return - - - - - - - -
Income return - - - - - - - -

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return 1.15 3.2 2.92 9.95 2.43 5.59 8.33 3.51

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.54 3.54 2.87 11.69 3.65 7.77 11.23 4.83

Asset Allocation (28 Feb 2017)

Australian Equities 25.35%
International Equities 27.06%
Cash 6.47%
Property 6.16%
Fixed Interest 18.13%
Alternatives 16.82%
Asset Allocation

Objectives and Strategy

The portfolio aims to achieve a rate of return above inflation after costs over a 5 year period.
To provide moderate to high returns over the long-term through a diversified portfolio, with a bias towards growth assets such as shares, property and alternative assets.

Offer information

Indirect Cost Ratio (ICR) 0.81% (as at 30 Jun 2012)
Performance fee 0.04
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount $5,000.00

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* Dates for historical returns vary from fund to fund