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  5. AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha - Managed fund profile

AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha - Managed Fund (Closed)

Fund Objective
To generate long-term total returns from a managed futures strategy which uses proprietary trading systems to take long and short futures exposure across a diverse number of markets. Ultimately the strategy is seeking to produce positive returns that exhibit low correlation to those of traditional asset classes.
Fund Strategy
This is a systematic, trend-following strategy implemented primarily through the trading of exchange traded futures. The strategy utilises statistical research to identify trends in the financial markets where it takes long and short positions across categories such as share indices, bonds, interest rates, currencies and commodities. Risk Management is heavily integrated into the investment process and designed to achieve a consistent level of volatility and some downside protection.

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 0.75% 1.55% 3.44% -10.9% -10.12% -6.74% -4.56% -%
Growth return 0.75% 1.55% 3.44% -10.9% -10.12% -6.74% -4.56% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha
Cash
0.87%
Alternatives
99.13%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Average Allocation of Peers
Cash
44.84%
Alternatives
22.40%
Australian Equities
3.95%
International Equities
6.69%
Property & Infrastructure
1.44%
Fixed Interest
20.69%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha
Closed
AMP1715AU
Alternative - Other
Not Rated
Allocated Pension
21 Nov 2011
$1.64 million (as at 30 Apr 2021)
$0.9786 (as at 7 May 2021)
$0.9786 (as at 7 May 2021)
Finalised
Offer information
Type Description
MER 4.30% (as at 7 May 2021)
Indirect Cost Ratio (ICR) - Estimated 4.15% (as at 30 Jun 2020) (Estimated)
Performance fee (included in ICR) 0.26
Minimum initial investment $20,000
Minimum additional investments $1,500.00
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
Class D1 Ahl Alpha Aud Shares In Ahl Strategies Pcc Limited (Guernsey Equity - Undefined 100%

FAQs about the AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha

The objective of the AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund is To generate long-term total returns from a managed futures strategy which uses proprietary trading systems to take long and short futures exposure across a diverse number of markets. Ultimately the strategy is seeking to produce positive returns that exhibit low correlation to those of traditional asset classes.

The strategy of the AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund is This is a systematic, trend-following strategy implemented primarily through the trading of exchange traded futures. The strategy utilises statistical research to identify trends in the financial markets where it takes long and short positions across categories such as share indices, bonds, interest rates, currencies and commodities. Risk Management is heavily integrated into the investment process and designed to achieve a consistent level of volatility and some downside protection.

The APIR code of the AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund is AMP1715AU.

AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha’s total return last month was 0.75%. This was made up of a growth return of 0.75% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha’s total return for the last three months was 1.55%. This was made up of a growth return of 1.55% and an income return of 0%%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha’s one-year total return is -10.9%. This was made up of a growth return of -10.9% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha’s one-year total return is -6.74%. This was made up of a growth return of -6.74% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund is :

Cash
0.87%
Alternatives
99.13%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%

The AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund belongs to the Alternative - Other sector/asset class.

As at 30 Apr 2021, the size of the AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund was $1.64 million.

The AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund has an inception date of 21 Nov 2011.

The current entry price of the AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund is $0.9786 per unit and the current exit price is $0.9786 per unit (as at 7 May 2021).

The current exit price of the AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund is $0.9786 per unit and the current entry price is $0.9786 per unit (as at 7 May 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Allocated Pension - Winton Global Alpha managed fund is $20,000. Minimum additional investment is $1500.

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.