General Information

AMP Capital Macro Strategies
AMP Capital Investors Limited
Alternative Strategies
Not Rated
Investment Fund
25 Feb 2014
$0.98636 (as at 21 Jun 2017)
$0.98439 (as at 21 Jun 2017)

Fund performance (31 May 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 0.82 1.2 0.65 2.09 3.29 2.52 - -
Growth return 0.82 1.02 -1.36 -2.78 -0.97 -0.49 - -
Income return 0 0.18 2.01 4.87 4.26 3.01 - -

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.15 0.44 0.88 1.79 2 2.18 2.48 3.8

Asset Allocation (31 May 2017)

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
Asset Allocation

Objectives and Strategy

The Fund aims to produce a total return (income and capital growth) before costs and tax, of 2% - 3% p.a. above the performance benchmark over rolling 12 month periods. The performance benchmark is the UBS Bank Bill Index.
The Fund invests in short and long term fixed income securities, including government, bank, corporate and asset backed securities, derivatives and currency. The Fund may also invest in global fixed income securities in an effort to enhance returns.

Offer information

Minimum initial investment $10,000,000
Minimum additional investments $100,000

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