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  5. AMP - Flexible Lifetime Investments - Cash Management Trust - Managed fund profile

AMP - Flexible Lifetime Investments - Cash Management Trust - Managed Fund (Closed)

Fund Objective
To provide security, ease of access, and competitive returns, as well as higher interest rates than those normally available on traditional 'at call' bank accounts.
Fund Strategy
Invests primarily in short-term corporate and bank-backed securities. The Trust is rated AAAm by Standard & Poor's (Australia) Pty Ltd. To maintain this rating, usually, investments must be in Australian securities, with the backing of an organisation with a credit rating of AAA or A-1 (or under certain circumstances A-1). The Manager uses an active duration investment style. Asset allocation ranges: cash 100%.

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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
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%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - Cash Management Trust
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
44.79%
Australian Equities
3.95%
International Equities
6.74%
Property & Infrastructure
1.44%
Fixed Interest
20.69%
Alternatives
22.40%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - Cash Management Trust
Closed
AMP Capital Funds Management Ltd
AMP0143AU
Australian Cash
Not Rated
Investment Fund
14 Mar 1996
$90.2 million (as at 31 Aug 2002)
n/a
n/a
Finalised
Offer information
Type Description
Standard entry fee 4%
MER 1.12% (as at 30 Jun 2001)
Minimum initial investment $1,500.00

FAQs about the AMP - Flexible Lifetime Investments - Cash Management Trust

The objective of the AMP - Flexible Lifetime Investments - Cash Management Trust managed fund is To provide security, ease of access, and competitive returns, as well as higher interest rates than those normally available on traditional 'at call' bank accounts.

The strategy of the AMP - Flexible Lifetime Investments - Cash Management Trust managed fund is Invests primarily in short-term corporate and bank-backed securities. The Trust is rated AAAm by Standard & Poor's (Australia) Pty Ltd. To maintain this rating, usually, investments must be in Australian securities, with the backing of an organisation with a credit rating of AAA or A-1+ (or under certain circumstances A-1). The Manager uses an active duration investment style. Asset allocation ranges: cash 100%.

The APIR code of the AMP - Flexible Lifetime Investments - Cash Management Trust managed fund is AMP0143AU.

AMP - Flexible Lifetime Investments - Cash Management Trust’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

AMP - Flexible Lifetime Investments - Cash Management Trust’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

AMP - Flexible Lifetime Investments - Cash Management Trust’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

AMP - Flexible Lifetime Investments - Cash Management Trust’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the AMP - Flexible Lifetime Investments - Cash Management Trust managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

The AMP - Flexible Lifetime Investments - Cash Management Trust managed fund belongs to the Australian Cash sector/asset class.

As at 31 Aug 2002, the size of the AMP - Flexible Lifetime Investments - Cash Management Trust managed fund was $90.2 million.

The AMP - Flexible Lifetime Investments - Cash Management Trust managed fund has an inception date of 14 Mar 1996.

The current entry price of the AMP - Flexible Lifetime Investments - Cash Management Trust managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the AMP - Flexible Lifetime Investments - Cash Management Trust managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - Cash Management Trust managed fund is $1,500.

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.