General Information

AMP Capital Res Inv Leaders Bal (Wholesale)
AMP Capital Funds Management Ltd
AMP0453AU
Multisector Growth
starstarstar (as at 31 Mar 2011)
Managed Funds
14 Mar 2001
$757.68 million (as at 28 Feb 2017)
$1.1314 (as at 21 Mar 2017)
$1.12699 (as at 21 Mar 2017)

Fund performance (28 Feb 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 1.09 3.25 2.71 9.55 1.76 5.7 9.35 4.33
Growth return 1.09 2.28 1.74 6.1 -1.59 2.35 6.13 0.14
Income return 0 0.97 0.97 3.45 3.35 3.35 3.22 4.19

Morningstar index (Mstar PG ITr Multisector Growth Idx)

Total return 1.4 3.51 3.03 10.98 2.36 5.74 8.81 3.58

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.54 3.54 2.87 11.69 3.65 7.77 11.23 4.83

Asset Allocation (28 Feb 2017)

Australian Equities 27.08%
International Equities 24.48%
Cash 17.56%
Property 8.39%
Fixed Interest 16.65%
Alternatives 5.84%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis.
The portfolio invests in all asset classes, but with an emphasis on growth assets (shares and property). With the exception of cash and listed property, the portfolio is managed using a responsible investment approach, which focuses on investing in companies that contribute to a socially and environmentally sustainable world (see 'Responsible Investment Leaders - multi-manager responsible investing' for more information).

Offer information

Indirect Cost Ratio (ICR) 0.82% (as at 30 Jun 2016)
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