General Information

AMP Capital Future Directions Growth (Wholesale)
AMP Capital Funds Management Ltd
AMP0558AU
Multisector Aggressive
starstarstarstar (as at 30 Sep 2009)
Neutral
Not Rated
Managed Funds
10 Apr 2002
$5.43 million (as at 31 Dec 2016)
$1.23768 (as at 13 Jan 2017)
$1.23274 (as at 13 Jan 2017)

Fund performance (31 Dec 2016)

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 3.13 4.2 8.49 7.46 7.21 8.28 12.62 4.63
Growth return 2.52 3.58 7.43 2.52 3.64 4.86 9.51 0.11
Income return 0.61 0.62 1.06 4.94 3.57 3.42 3.11 4.52

Morningstar index (Mstar PG ITr Multisector Aggressive Idx)

Total return 3.32 3.84 7.55 8.2 6.68 7.26 11.87 3.7

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 3.98 4.99 8.03 9.25 8.52 9.41 14.34 5.01

Asset Allocation (31 Dec 2016)

Australian Equities 30.31%
International Equities 37.42%
Cash 8.13%
Property 4.37%
Fixed Interest 6.19%
Alternatives 13.58%
Asset Allocation

Objectives and Strategy

The portfolio aims to achieve a rate of return above inflation after costs over a five to seven-year period.
To provide high returns over the long term through a diversified portfolio investing mostly in shares with some exposure to property, fixed interest and alternative assets.

Offer information

Indirect Cost Ratio (ICR) 0.93% (as at 30 Jun 2015)
Performance fee 0.0904
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

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