AMP Capital - Moderate Growth Fund - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 3.31 6.67 5.19 17.19 14.97 14.4 8.68 -
Growth return 3.31 4.17 0.83 10.48 7.23 7.71 3.17 -
Income return 0 2.5 4.36 6.71 7.74 6.69 5.51 -
Market index (Morningstar Aus Msec Balanced TR AUD)
Total return 2.05 2.72 7.41 16.19 8.82 9.29 7.91 8.06
As as 31 Oct 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - Moderate Growth Fund
Australian Equities
27.63%
International Equities
19.01%
Cash
8.14%
Property
6.26%
Fixed Interest
33.81%
Alternatives
5.16%
Average Allocation of Peers
Australian Equities
19.90%
International Equities
23.99%
Cash
12.40%
Property
3.87%
Fixed Interest
32.71%
Alternatives
7.14%

General Information

Fund Details
Type Description
AMP Capital - Moderate Growth Fund (Wholesale)
Closed
AMP Capital Investors Limited
AMP0305AU
Multisector Balanced
starstarstarstar (as at 31 Oct 2006)
Investment Fund
1 Dec 1998
$0.81 million (as at 31 Oct 2006)
$1.231 (as at 15 Nov 2006)
$1.2274 (as at 15 Nov 2006)
Fund Objective
To provide a combination of income and capital growth over the medium- to long-term, through a balanced mix of growth and defensive assets. Suggested investment horizon is 3-5 years.
Fund Strategy
Invests in a balance between growth assets (shares and listed property trusts), and income assets (cash and bonds). Asset allocation ranges (with benchmarks in brackets): Australian shares 10-40% (27%), international shares 5-30% (17%), listed property trusts 0-20% (6%), total growth assets 30-65% (50%), Australian bonds 10-60% (30%), Australian inflation-indexed securities 0-10% (2%), international bonds 5-30% (8%), Australian cash 0-50% (10%), total income assets 35-70% (50%).
Offer information
Type Description
Minimum initial investment $500,000

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 cannot 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.

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Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%