InvestSMART

AMP - Flexible Lifetime Investments - BT Active Conservative - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
Invests in the Five Arrows Capital Stable Superannuation Trust with the guideline asset allocation: Australian cash 10-90%, Australian fixed interest 10-90%, international fixed interest (fully currency hedged) 0-30%, shares and listed Australian property trusts 0-27.5%.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.68% 0.17% 5.53% 5.72% -2.28% -0.25% -% -%
Growth return -0.68% 0.17% -3.78% -6.82% -10.35% -6.54% -% -%
Income return 0% 0% 9.31% 12.54% 8.07% 6.29% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.69% 0.16% -0.16% 5.41% 6.58% 5.77% 3.23% 4.33%
As at 30 Nov 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - BT Active Conservative
Australian Equities
14%
International Equities
8%
Cash
16%
Property & Infrastructure
5%
Fixed Interest
50%
Alternatives
7%
Average Allocation of Peers
Australian Equities
11.35%
International Equities
15.03%
Cash
12.52%
Property & Infrastructure
3.44%
Fixed Interest
51.94%
Alternatives
5.72%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - BT Active Conservative
Closed
AMP Capital Funds Management Ltd
AMP0998AU
Multisector Moderate
starstar (as at 30 Nov 2009)
Investment Fund
16 Mar 2005
$0.07 million (as at 30 Nov 2009)
$0.82444 (as at 30 Nov 2009)
$0.82444 (as at 30 Nov 2009)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 2.10% (as at 31 Dec 2009)
Minimum initial investment
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the AMP - Flexible Lifetime Investments - BT Active Conservative

The objective of the AMP - Flexible Lifetime Investments - BT Active Conservative managed fund is N/A

The strategy of the AMP - Flexible Lifetime Investments - BT Active Conservative managed fund is Invests in the Five Arrows Capital Stable Superannuation Trust with the guideline asset allocation: Australian cash 10-90%, Australian fixed interest 10-90%, international fixed interest (fully currency hedged) 0-30%, shares and listed Australian property trusts 0-27.5%.

The APIR code of the AMP - Flexible Lifetime Investments - BT Active Conservative managed fund is AMP0998AU.

AMP - Flexible Lifetime Investments - BT Active Conservative’s total return last month was -0.68%. This was made up of a growth return of -0.68% and an income return of 0%. These returns were calculated as at 30 Nov 2009.

AMP - Flexible Lifetime Investments - BT Active Conservative’s total return for the last three months was 0.17%. This was made up of a growth return of 0.17% and an income return of 0%%. These returns were calculated as at 30 Nov 2009.

AMP - Flexible Lifetime Investments - BT Active Conservative’s one-year total return is 5.72%. This was made up of a growth return of -6.82% and an income return of 12.54%. These returns were calculated as at 30 Nov 2009.

AMP - Flexible Lifetime Investments - BT Active Conservative’s one-year total return is -0.25%. This was made up of a growth return of -6.54% and an income return of 6.29%. These returns were calculated as at 30 Nov 2009.

The asset allocation of the AMP - Flexible Lifetime Investments - BT Active Conservative managed fund is :

Australian Equities
14%
International Equities
8%
Cash
16%
Property & Infrastructure
5%
Fixed Interest
50%
Alternatives
7%

The Responsible Entity for the AMP - Flexible Lifetime Investments - BT Active Conservative managed fund is AMP Capital Funds Management Ltd.

The AMP - Flexible Lifetime Investments - BT Active Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Nov 2009, the size of the AMP - Flexible Lifetime Investments - BT Active Conservative managed fund was $0.07 million.

The AMP - Flexible Lifetime Investments - BT Active Conservative managed fund has an inception date of 16 Mar 2005.

The current entry price of the AMP - Flexible Lifetime Investments - BT Active Conservative managed fund is $0.82444 per unit and the current exit price is $0.82444 per unit (as at 30 Nov 2009).

The current exit price of the AMP - Flexible Lifetime Investments - BT Active Conservative managed fund is $0.82444 per unit and the current entry price is $0.82444 per unit (as at 30 Nov 2009).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - BT Active Conservative managed fund is $0.

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.