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  5. AMP Capital - Specialist Geared Australian Shares - Managed fund profile

AMP Capital - Specialist Geared Australian Shares - Managed Fund

Fund Objective
The objective of the investment portfolio before gearing is applied is to provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 200 Accumulation Index on a rolling 3 year basis.
Fund Strategy
To provide high returns over the long-term through geared exposure to securities listed on the Australian Securities Exchange. The aim is to manage gearing to a level that is supported by expected income. Therefore an investor can gain greater exposure to the Australian share market (and also potentially increased imputation credits) than an investor with a non-geared exposure.

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 5.06% 8.36% 25.04% 21.16% 6.15% 14.28% 13.46% 10.43%
Growth return 5.06% 8.36% 25.04% 13.93% 0.13% 9.16% 8.02% 6.05%
Income return 0% 0% 0% 7.23% 6.02% 5.12% 5.44% 4.38%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - Specialist Geared Australian Shares
Australian Equities
82.40%
International Equities
4.89%
Cash
7.85%
Property
4.86%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.54%
International Equities
4.01%
Cash
0.84%
Property
3.21%
Fixed Interest
0.35%
Alternatives
0.05%

General Information

Fund Details
Type Description
AMP Capital - Specialist Geared Australian Shares (Wholesale)
IPAC Asset Management Limited
Equity Australia Large Geared
starstarstarstar (as at 31 Mar 2024)
Investment Fund
6 Feb 2004
n/a
$1.93172 (as at 16 Apr 2024)
$1.92017 (as at 16 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.15% (as at 30 Jun 2017)
Performance fee (not included in ICR) 0
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
Westpac Banking Corp. 5.8952% Bond - Corporate Bond 54.57%
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FAQs about the AMP Capital - Specialist Geared Australian Shares

The objective of the AMP Capital - Specialist Geared Australian Shares managed fund is The objective of the investment portfolio before gearing is applied is to provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 200 Accumulation Index on a rolling 3 year basis.

The strategy of the AMP Capital - Specialist Geared Australian Shares managed fund is To provide high returns over the long-term through geared exposure to securities listed on the Australian Securities Exchange. The aim is to manage gearing to a level that is supported by expected income. Therefore an investor can gain greater exposure to the Australian share market (and also potentially increased imputation credits) than an investor with a non-geared exposure.

The APIR code of the AMP Capital - Specialist Geared Australian Shares managed fund is .

AMP Capital - Specialist Geared Australian Shares’s total return last month was 5.06%. This was made up of a growth return of 5.06% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP Capital - Specialist Geared Australian Shares’s total return for the last three months was 8.36%. This was made up of a growth return of 8.36% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP Capital - Specialist Geared Australian Shares’s one-year total return is 21.16%. This was made up of a growth return of 13.93% and an income return of 7.23%. These returns were calculated as at 31 Mar 2024.

AMP Capital - Specialist Geared Australian Shares’s one-year total return is 14.28%. This was made up of a growth return of 9.16% and an income return of 5.12%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AMP Capital - Specialist Geared Australian Shares managed fund is :

Australian Equities
82.40%
International Equities
4.89%
Cash
7.85%
Property
4.86%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP Capital - Specialist Geared Australian Shares managed fund is IPAC Asset Management Limited.

The AMP Capital - Specialist Geared Australian Shares managed fund belongs to the Equity Australia Large Geared sector/asset class.

As at 31 May 2015, the size of the AMP Capital - Specialist Geared Australian Shares managed fund was $ million.

The AMP Capital - Specialist Geared Australian Shares managed fund has an inception date of 6 Feb 2004.

The current entry price of the AMP Capital - Specialist Geared Australian Shares managed fund is $1.93172 per unit and the current exit price is $1.92017 per unit (as at 16 Apr 2024).

The current exit price of the AMP Capital - Specialist Geared Australian Shares managed fund is $1.92017 per unit and the current entry price is $1.93172 per unit (as at 16 Apr 2024).

The minimum initial investment amount for the AMP Capital - Specialist Geared Australian Shares managed fund is $10,000,000. Minimum additional investment is $100000.

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.