General Information

AMP Dynamic Balanced
AMP Capital Funds Management Ltd
AMP2091AU
Multisector Growth
Not Rated
n/a
Not Rated
Managed Funds
1 Jul 2016
$18.03 million (as at 31 Jan 2017)
$1.05013 (as at 24 Feb 2017)
$1.04762 (as at 24 Feb 2017)

Fund performance (31 Dec 2016)

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 2.38 3.52 - - - - - -
Growth return 2.38 3.52 - - - - - -
Income return 0 0 - - - - - -

Morningstar index (Mstar PG ITr Multisector Growth Idx)

Total return -0.62 3.37 1.49 8.5 3.34 6.13 8.92 3.46

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.15 3.84 1.07 9.25 4.87 8.19 11.3 4.7

Asset Allocation (31 Dec 2016)

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

Minimum initial investment
Minimum additional investments

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* Dates for historical returns vary from fund to fund