General Information

AMP Capital FD Moderately Conservative (Wholesale)
AMP Capital Investors Limited
Multisector Balanced
starstarstarstar (as at 28 Feb 2011)
n/a
Not Rated
Superannuation
16 Apr 2003
$1312.76 million (as at 31 Jan 2017)
n/a
n/a

Fund performance (31 Jan 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 -0.15 2.42 2.57 7.23 4.29 6.5 8.02 4.3
Growth return - - - - - - - -
Income return - - - - - - - -

Morningstar index (Mstar PG Sup Multisector Balanced Idx)

Total return -0.13 2.28 1.33 6.71 2.96 5.22 6.95 3.5

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return -0.77 2.64 0.6 7.44 4.43 7.25 9.52 4.61

Asset Allocation (31 Jan 2017)

Australian Equities 17.77%
International Equities 21.92%
Cash 11.78%
Property 5.54%
Fixed Interest 29.41%
Alternatives 13.57%
Asset Allocation

Objectives and Strategy

The portfolio aims to achieve a rate of return above inflation after costs over a 3 to 5 year period.
To provide moderate returns over the medium-term through a diversified portfolio of assets such as fixed interest, shares, property and alternative assets.

Offer information

Indirect Cost Ratio (ICR) 0.73% (as at 30 Jun 2012)
Performance fee 0.03
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