InvestSMART

AMP Constructor Alternative Alp OnPlfm A - Managed Fund

Fund Objective
Provide a total return; after costs and before tax; above the Fund's performance benchmark; Reserve Bank of Australia (RBA) daily cash rate target as at the first day of the month as published by Bloomberg (RBACTRD) Index; on a rolling 5-year basis.
Fund Strategy
The Fund provides investors exposure to an Underlying Fund that aims to provide consistent returns above the RBA daily cash rate target with annualised volatility of 10% (within the target range of 8-16% (measured daily)) and strong resilience to large equity falls. It is denominated in Australian dollars and can invest across international markets. Through the Underlying Fund; the Fund invests in exchange-traded futures and options. It may also hold bank deposits and short-term money market instruments.

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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.32% 0.99% 2.04% 4.28% 4.29% 3.85% 2.34% 2.02%
As at 31 May 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
24.74%
Australian Equities
4.41%
International Equities
7.57%
Cash
43.39%
Property
1.96%
Fixed Interest
17.92%

General Information

Fund Details
Type Description
AMP Constructor Alternative Alp OnPlfm A
IPAC Asset Management Limited
IPA6729AU
Alternative - Other
Not Rated
Investment Fund
13 May 2025
n/a
$1.02499 (as at 23 Jun 2025)
$1.02499 (as at 23 Jun 2025)
Open
Offer information
Type Description
MER 1.28% (as at 14 May 2025)
Minimum initial investment $10,000,000
Minimum additional investments $5,000.00

FAQs about the AMP Constructor Alternative Alp OnPlfm A

The objective of the AMP Constructor Alternative Alp OnPlfm A managed fund is Provide a total return; after costs and before tax; above the Fund's performance benchmark; Reserve Bank of Australia (RBA) daily cash rate target as at the first day of the month as published by Bloomberg (RBACTRD) Index; on a rolling 5-year basis.

The strategy of the AMP Constructor Alternative Alp OnPlfm A managed fund is The Fund provides investors exposure to an Underlying Fund that aims to provide consistent returns above the RBA daily cash rate target with annualised volatility of 10% (within the target range of 8-16% (measured daily)) and strong resilience to large equity falls. It is denominated in Australian dollars and can invest across international markets. Through the Underlying Fund; the Fund invests in exchange-traded futures and options. It may also hold bank deposits and short-term money market instruments.

The APIR code of the AMP Constructor Alternative Alp OnPlfm A managed fund is IPA6729AU.

AMP Constructor Alternative Alp OnPlfm A’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2025.

AMP Constructor Alternative Alp OnPlfm A’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 May 2025.

AMP Constructor Alternative Alp OnPlfm A’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2025.

AMP Constructor Alternative Alp OnPlfm A’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2025.

The asset allocation of the AMP Constructor Alternative Alp OnPlfm A managed fund is :

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

The Responsible Entity for the AMP Constructor Alternative Alp OnPlfm A managed fund is IPAC Asset Management Limited.

The AMP Constructor Alternative Alp OnPlfm A managed fund belongs to the Alternative - Other sector/asset class.

As at , the size of the AMP Constructor Alternative Alp OnPlfm A managed fund was $ million.

The AMP Constructor Alternative Alp OnPlfm A managed fund has an inception date of 13 May 2025.

The current entry price of the AMP Constructor Alternative Alp OnPlfm A managed fund is $1.02499 per unit and the current exit price is $1.02499 per unit (as at 23 Jun 2025).

The current exit price of the AMP Constructor Alternative Alp OnPlfm A managed fund is $1.02499 per unit and the current entry price is $1.02499 per unit (as at 23 Jun 2025).

The minimum initial investment amount for the AMP Constructor Alternative Alp OnPlfm A managed fund is $10,000,000. Minimum additional investment is $5000.

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.