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  5. AMP Capital - Global Growth Opportunities - Managed fund profile

AMP Capital - Global Growth Opportunities - Managed Fund (Closed)

Fund Objective
To achieve a total return (capital growth and income), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Fund Strategy
The Fund is managed according to the Global Thematic Equity strategy, which is a long-only, style agnostic investment discipline that targets long-term investment returns with low absolute risk.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.02% 3.8% 5.52% -8.56% 8.06% 9.04% 11.94% 14.09%
Growth return -0.02% -86.63% -89.26% -90.69% -67.96% -54.87% -36.81% -14.93%
Income return 0% 90.43% 94.78% 82.13% 76.02% 63.91% 48.75% 29.02%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Oct 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - Global Growth Opportunities
International Equities
92.44%
Cash
0.70%
Property & Infrastructure
6.86%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.48%
Cash
1.77%
Property & Infrastructure
1.15%
Australian Equities
1.45%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
AMP Capital - Global Growth Opportunities (Wholesale)
Closed
IPAC Asset Management Limited
AMP0282AU
Equity World Large Growth
starstarstarstar (as at 31 Oct 2022)
Investment Fund
3 Mar 1999
$0 million (as at 30 Sep 2023)
$0.16954 (as at 4 Nov 2022)
$0.16886 (as at 4 Nov 2022)
Finalised
Offer information
Type Description
MER 0.79% (as at 30 Jun 2022)
Indirect Cost Ratio (ICR) 0.79% (as at 30 Jun 2022)
Performance fee (not included in ICR) 0
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2022)

Holding (as at 30 Jun 2022) Type % of Portfolio
Microsoft Corp Equity 4.95%
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FAQs about the AMP Capital - Global Growth Opportunities

The objective of the AMP Capital - Global Growth Opportunities managed fund is To achieve a total return (capital growth and income), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.

The strategy of the AMP Capital - Global Growth Opportunities managed fund is The Fund is managed according to the Global Thematic Equity strategy, which is a long-only, style agnostic investment discipline that targets long-term investment returns with low absolute risk.

The APIR code of the AMP Capital - Global Growth Opportunities managed fund is AMP0282AU.

AMP Capital - Global Growth Opportunities’s total return last month was -0.02%. This was made up of a growth return of -0.02% and an income return of 0%. These returns were calculated as at 31 Oct 2022.

AMP Capital - Global Growth Opportunities’s total return for the last three months was 3.8%. This was made up of a growth return of -86.63% and an income return of 90.43%%. These returns were calculated as at 31 Oct 2022.

AMP Capital - Global Growth Opportunities’s one-year total return is -8.56%. This was made up of a growth return of -90.69% and an income return of 82.13%. These returns were calculated as at 31 Oct 2022.

AMP Capital - Global Growth Opportunities’s one-year total return is 9.04%. This was made up of a growth return of -54.87% and an income return of 63.91%. These returns were calculated as at 31 Oct 2022.

The asset allocation of the AMP Capital - Global Growth Opportunities managed fund is :

International Equities
92.44%
Cash
0.70%
Property & Infrastructure
6.86%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP Capital - Global Growth Opportunities managed fund is IPAC Asset Management Limited.

The AMP Capital - Global Growth Opportunities managed fund belongs to the Equity World Large Growth sector/asset class.

As at 30 Sep 2023, the size of the AMP Capital - Global Growth Opportunities managed fund was $0 million.

The AMP Capital - Global Growth Opportunities managed fund has an inception date of 3 Mar 1999.

The current entry price of the AMP Capital - Global Growth Opportunities managed fund is $0.16954 per unit and the current exit price is $0.16886 per unit (as at 4 Nov 2022).

The current exit price of the AMP Capital - Global Growth Opportunities managed fund is $0.16886 per unit and the current entry price is $0.16954 per unit (as at 4 Nov 2022).

The minimum initial investment amount for the AMP Capital - Global Growth Opportunities managed fund is $500,000. Minimum additional investment is $5000.

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.