InvestSMART

AMP - Flexible Lifetime Investments - AMP Blue Chip - Managed Fund (Closed)

Fund Objective
The fund is aim to achieve long-term capital growth, primarily through a diversified portfolio of Australia's top 100 companies.
Fund Strategy
The fund is aim to achieve long-term capital growth, primarily through a diversified portfolio of Australia's top 100 companies.

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 -1.47% 1.12% 3.09% 22.9% 8.57% 8.22% 6.24% 6.25%
Growth return -31.93% -30.15% -28.79% -17.17% -14.03% -9.09% -7.84% -4.45%
Income return 30.46% 31.27% 31.88% 40.07% 22.6% 17.31% 14.08% 10.7%
Market index (S&P/ASX 200 TR AUD)
Total return -7.15% -1.61% -2.61% 11.67% 7.17% 9.54% 8.63% 9.44%
As at 31 Dec 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - AMP Blue Chip
Australian Equities
91.94%
Cash
0.79%
Property & Infrastructure
7.27%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
96.06%
Cash
-1.01%
Property & Infrastructure
1.26%
International Equities
4.03%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - AMP Blue Chip
Closed
AMP Capital Funds Management Ltd
AMP0016AU
Equity Australia Large Blend
starstar (as at 31 Dec 2019)
Investment Fund
21 Feb 1989
$55.6 million (as at 31 Dec 2019)
$1.23724 (as at 3 Jan 2020)
$1.2323 (as at 3 Jan 2020)
Finalised
Offer information
Type Description
Standard entry fee 4%
MER 1.86% (as at 30 Jun 2019)
Indirect Cost Ratio (ICR) 1.86% (as at 30 Jun 2019)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00
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FAQs about the AMP - Flexible Lifetime Investments - AMP Blue Chip

The objective of the AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund is The fund is aim to achieve long-term capital growth, primarily through a diversified portfolio of Australia's top 100 companies.

The strategy of the AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund is The fund is aim to achieve long-term capital growth, primarily through a diversified portfolio of Australia's top 100 companies.

The APIR code of the AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund is AMP0016AU.

AMP - Flexible Lifetime Investments - AMP Blue Chip’s total return last month was -1.47%. This was made up of a growth return of -31.93% and an income return of 30.46%. These returns were calculated as at 31 Dec 2019.

AMP - Flexible Lifetime Investments - AMP Blue Chip’s total return for the last three months was 1.12%. This was made up of a growth return of -30.15% and an income return of 31.27%%. These returns were calculated as at 31 Dec 2019.

AMP - Flexible Lifetime Investments - AMP Blue Chip’s one-year total return is 22.9%. This was made up of a growth return of -17.17% and an income return of 40.07%. These returns were calculated as at 31 Dec 2019.

AMP - Flexible Lifetime Investments - AMP Blue Chip’s one-year total return is 8.22%. This was made up of a growth return of -9.09% and an income return of 17.31%. These returns were calculated as at 31 Dec 2019.

The asset allocation of the AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund is :

Australian Equities
91.94%
Cash
0.79%
Property & Infrastructure
7.27%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund is AMP Capital Funds Management Ltd.

The AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Dec 2019, the size of the AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund was $55.6 million.

The AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund has an inception date of 21 Feb 1989.

The current entry price of the AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund is $1.23724 per unit and the current exit price is $1.2323 per unit (as at 3 Jan 2020).

The current exit price of the AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund is $1.2323 per unit and the current entry price is $1.23724 per unit (as at 3 Jan 2020).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - AMP Blue Chip managed fund is $1,500. Minimum additional investment is $500.

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.