General Information

AMP Capital Future Directions Aus Bd (Wholesale)
AMP Capital Funds Management Ltd
AMP0670AU
Bonds - Australia
starstarstar (as at 30 Sep 2009)
n/a
Not Rated
Managed Funds
6 Nov 2002
$4.23 million (as at 31 Jan 2017)
$0.97656 (as at 23 Feb 2017)
$0.97461 (as at 23 Feb 2017)

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 0.61 -1.27 -2.73 2.29 1.85 4.31 4.42 5.88
Growth return 0.61 -2.53 -4.73 -3.25 -3.42 -0.39 -0.26 -0.08
Income return 0 1.26 2 5.54 5.27 4.7 4.68 5.96

Morningstar index (Mstar PG ITr Bonds - Australia Idx)

Total return 0.57 -0.86 -1.67 2.05 1.7 3.93 4.41 5.51

Market index (Bloomberg AusBond Composite 0+Y TR AUD)

Total return 0.61 -1.01 -2.08 2.3 2.25 4.89 5.05 6.18

Asset Allocation (31 Jan 2017)

Australian Equities 0%
International Equities 0%
Cash 11.32%
Property 0%
Fixed Interest 92.86%
Alternatives -4.18%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before tax, above the return from the benchmark over a rolling three-year basis.
The Fund invests primarily in short and long term fixed income securities. The Fund takes a multi-manager approach, where specialist investment managers who demonstrate competitive advantages in their fields of investment, source investments for the Fund. In selecting managers for the Fund, we aim for diversification of managers across: types of managers, from boutique investment managers to those with long histories, and asset sectors within the fixed income asset class, where appropriate to the Fund's investment strategy.

Offer information

Indirect Cost Ratio (ICR) 0.52% (as at 30 Jun 2015)
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount

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Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund