General Information

AMP Capital Future Directions Mod Cons A
AMP Capital Funds Management Ltd
AMP0679AU
Multisector Balanced
starstarstar (as at 30 Jun 2017)
Investment Fund
24 Mar 2005
$0 million (as at 30 Jun 2017)
$1.30868 (as at 27 Jul 2017)
$1.3045 (as at 27 Jul 2017)

Fund performance (30 Jun 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 -0.17 1.46 3.35 8.09 4.97 6.27 8.43 -
Growth return -4.87 -3.32 -1.51 1.85 0.92 3.12 5.6 -
Income return 4.7 4.78 4.86 6.24 4.05 3.15 2.83 -

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return -0.98 0.81 2.57 6.51 5.54 7.11 9.6 4.54

Asset Allocation (30 Jun 2017)

Australian Equities 18.44%
International Equities 21.90%
Cash 9.61%
Property 4.67%
Fixed Interest 27.51%
Alternatives 17.86%
Asset Allocation

Objectives and Strategy

The portfolio aims to achieve a rate of return above inflation after costs over a three to five-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) 0.98% (as at 30 Jun 2016)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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