General Information

AMP Dynamic Balanced
AMP Capital Funds Management Ltd
Not Rated
1 Jul 2016
$32.2 million (as at 31 Mar 2018)
$1.06798 (as at 20 Apr 2018)
$1.06542 (as at 20 Apr 2018)

Fund performance (31 Mar 2018)

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 -1.51 -1.58 2.35 4.35 - - - -
Growth return -1.51 -1.58 1.06 -0.57 - - - -
Income return 0 0 1.29 4.92 - - - -

Asset Allocation (31 Mar 2018)

Australian Equities 21.52%
International Equities 32%
Cash 8.87%
Property 0%
Fixed Interest 19.78%
Alternatives 17.83%
Asset Allocation

Objectives and Strategy

The investment objective of the Fund is to outperform the median of the Chant West growth fund survey over the investment horizon of the Fund (7 years). Performance benchmark: Median of the Chant West growth fund survey Suggested minimum investment timeframe 7 year(s).
The Fund will achieve this by investing into existing AMP Capital funds. The Fund invests in a combination of a passive balanced fund, Supereasy Balanced (SEB), enhanced by dynamic asset allocation in the form of the AMP Dynamic Markets Fund (DMF), with fixed allocations (70% SEB and 30% DMF).

Offer information

Indirect Cost Ratio (ICR) 0.69% (as at 30 Jun 2017)
Performance fee 0
Minimum initial investment
Minimum additional investments

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Data shown on this website is sourced by Morningstar
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