Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 3.27% | 3.23% | 1.29% | -3.27% | 3.71% | 3.01% | 4.43% | 7.12% |
Growth return | 3.27% | 3.23% | 1.29% | -10.67% | -0.8% | -3.87% | -2.88% | 2.05% |
Income return | 0% | 0% | 0% | 7.4% | 4.51% | 6.88% | 7.31% | 5.07% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 1.9% | 5.39% | 7.14% | 12.12% | 12.75% | 11.38% | 8.95% | 8.08% |
Type | Description |
AMP Capital - Future Directions Balanced A (Wholesale) | |
Closed | |
IPAC Asset Management Limited | |
AMP0546AU | |
Multisector Growth | |
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|
Investment Fund | |
20 Feb 2002 | |
$0 million (as at 30 Sep 2023) | |
$1.08196 (as at 15 Feb 2023) | |
$1.07915 (as at 15 Feb 2023) | |
Finalised |
Type | Description |
MER | 1.32% (as at 30 Sep 2022) |
Indirect Cost Ratio (ICR) | 1.39% (as at 30 Jun 2022) |
Performance fee (not included in ICR) | 0.32 |
Minimum initial investment | |
Minimum redemption amount |
Holding (as at 30 Jun 2025) | Type | % of Portfolio |
Dexus Fd Infrastructure Trust Class O | Mutual Fund - Unspecified | 4.17% |
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The objective of the AMP Capital - Future Directions Balanced A managed fund is The portfolio aims to achieve a rate of return above inflation after costs over a 5 year period.
The strategy of the AMP Capital - Future Directions Balanced A managed fund is 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.
The APIR code of the AMP Capital - Future Directions Balanced A managed fund is AMP0546AU.
AMP Capital - Future Directions Balanced A’s total return last month was 3.27%. This was made up of a growth return of 3.27% and an income return of 0%. These returns were calculated as at 31 Jan 2023.
AMP Capital - Future Directions Balanced A’s total return for the last three months was 3.23%. This was made up of a growth return of 3.23% and an income return of 0%%. These returns were calculated as at 31 Jan 2023.
AMP Capital - Future Directions Balanced A’s one-year total return is -3.27%. This was made up of a growth return of -10.67% and an income return of 7.4%. These returns were calculated as at 31 Jan 2023.
AMP Capital - Future Directions Balanced A’s one-year total return is 3.01%. This was made up of a growth return of -3.87% and an income return of 6.88%. These returns were calculated as at 31 Jan 2023.
The asset allocation of the AMP Capital - Future Directions Balanced A managed fund is :
The Responsible Entity for the AMP Capital - Future Directions Balanced A managed fund is IPAC Asset Management Limited.
The AMP Capital - Future Directions Balanced A managed fund belongs to the Multisector Growth sector/asset class.
As at 30 Sep 2023, the size of the AMP Capital - Future Directions Balanced A managed fund was $0 million.
The AMP Capital - Future Directions Balanced A managed fund has an inception date of 20 Feb 2002.
The current entry price of the AMP Capital - Future Directions Balanced A managed fund is $1.08196 per unit and the current exit price is $1.07915 per unit (as at 15 Feb 2023).
The current exit price of the AMP Capital - Future Directions Balanced A managed fund is $1.07915 per unit and the current entry price is $1.08196 per unit (as at 15 Feb 2023).
The minimum initial investment amount for the AMP Capital - Future Directions Balanced A managed fund is $0.
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 can 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.