General Information

AMP Capital High Growth (Wholesale)
AMP Capital Funds Management Ltd
AMP0574AU
Multisector Aggressive
starstarstarstar (as at 30 Sep 2009)
n/a
Not Rated
Managed Funds
3 May 2000
$1.16 million (as at 31 Jan 2017)
$1.55874 (as at 23 Feb 2017)
$1.55143 (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 -0.26 4.56 2.13 9.88 4.12 8.34 11.83 3.84
Growth return -0.26 3.84 1.42 2 -1.24 2.01 6.63 -1.41
Income return 0 0.72 0.71 7.88 5.36 6.33 5.2 5.25

Morningstar index (Mstar PG ITr Multisector Aggressive Idx)

Total return -0.71 4.65 2.83 11.64 4.82 7.64 10.96 3.42

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -1.52 5.41 2.62 11.33 5.98 9.41 13.28 4.63

Asset Allocation (31 Jan 2017)

Australian Equities 33.07%
International Equities 45.33%
Cash 8.57%
Property 4.38%
Fixed Interest 8.64%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (primarily capital growth with some income) after costs and before tax, above the relevant benchmarks of the underlying investments on a rolling three year basis.
The investment manager invests in a diversified range of Australian and international growth sources across asset classes including shares and listed property trusts.

Offer information

Indirect Cost Ratio (ICR) 0.80% (as at 30 Jun 2015)
Performance fee 0.0132
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount

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* Dates for historical returns vary from fund to fund