AMP Capital Future Cash Flow 12 Series 1 - Managed Fund

Fund performance (31 May 2018)

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 -0.28 -0.1 0.25 4.48 - - - -
Growth return -1.4 -3.4 -6.16 -8.24 - - - -
Income return 1.12 3.3 6.41 12.72 - - - -

Asset Allocation (31 May 2018)

Australian Equities 8.34%
International Equities 22.18%
Cash 26.30%
Property 2.35%
Fixed Interest 29.41%
Alternatives 11.42%
Asset Allocation

General Information

AMP Capital Future Cash Flow 12 Series 1 (Wholesale)
AMP Capital Funds Management Ltd
Not Rated
3 Aug 2016
$0.90376 (as at 18 Jun 2018)
$0.90106 (as at 18 Jun 2018)

Objectives and Strategy

The Fund aims to provide investors with known and fixed monthly cash flows, within the indicative range of the life of the Fund.
The Fund is a registered managed investment scheme which invests in a diversified portfolio of growth and defensive assets. The Fund may access these assets directly or by investing in underlying funds. We manage the Fund using a dynamic asset allocation approach with broad asset class ranges, which allows for a flexible approach in shifting between growth and defensive assets, depending on market movements. We also apply risk management strategies to reduce the investment risk in the Fund.

Offer information

Indirect Cost Ratio (ICR) 0.78% (as at 30 Jun 2017)
Performance fee (not included in ICR) 0
Minimum initial investment $500,000
Minimum additional investments $5,000.00

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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