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  5. AMP - Flexible Lifetime Investments - Future Directions Total Return - Managed fund profile

AMP - Flexible Lifetime Investments - Future Directions Total Return - Managed Fund (Closed)

Fund Objective
To deliver returns above the cash rate regardless of market movements, through investing in a diversified portfolio of investment strategies and managers.
Fund Strategy
Invests in a mix of assets that meet the Fund's socially and environmentally sustainable criteria. The Fund has a bias towards growth assets. Asset allocation ranges (with benchmarks in brackets): Australian shares 25-45% (35%), international shares 25-45% (35%), property 0-10% (0%), Australian bonds 7.5-17.5% (12.5%), international bonds 7.5-17.5% (12.5%), Australian cash 0-10% (5%). The Manager does not currently apply the sustainable future style to the Fund's cash and fixed interest investments.

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 0.22% 0.35% 0.85% -2.7% -19.3% -7.82% -% -%
Growth return 0.22% 0.35% 0.85% -2.7% -21.5% -9.92% -% -%
Income return 0% 0% 0% 0% 2.2% 2.1% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.35% 1.06% -% 4.26% 3.5% 2.35% 1.6% 1.84%
As at 31 Dec 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - Future Directions Total Return
Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
Alternatives
20.10%
Australian Equities
5.24%
International Equities
8.95%
Cash
47.59%
Property
2.13%
Fixed Interest
16%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - Future Directions Total Return
Closed
AMP Capital Funds Management Ltd
AMP1008AU
Alternative - Other
starstar (as at 31 Jan 2010)
Investment Fund
16 Mar 2005
$0.38 million (as at 31 Dec 2009)
$0.71323 (as at 29 Jan 2010)
$0.71323 (as at 29 Jan 2010)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 2.20% (as at 31 Dec 2009)
Minimum initial investment

FAQs about the AMP - Flexible Lifetime Investments - Future Directions Total Return

The objective of the AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund is To deliver returns above the cash rate regardless of market movements, through investing in a diversified portfolio of investment strategies and managers.

The strategy of the AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund is Invests in a mix of assets that meet the Fund's socially and environmentally sustainable criteria. The Fund has a bias towards growth assets. Asset allocation ranges (with benchmarks in brackets): Australian shares 25-45% (35%), international shares 25-45% (35%), property 0-10% (0%), Australian bonds 7.5-17.5% (12.5%), international bonds 7.5-17.5% (12.5%), Australian cash 0-10% (5%). The Manager does not currently apply the sustainable future style to the Fund's cash and fixed interest investments.

The APIR code of the AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund is AMP1008AU.

AMP - Flexible Lifetime Investments - Future Directions Total Return’s total return last month was 0.22%. This was made up of a growth return of 0.22% and an income return of 0%. These returns were calculated as at 31 Dec 2009.

AMP - Flexible Lifetime Investments - Future Directions Total Return’s total return for the last three months was 0.35%. This was made up of a growth return of 0.35% and an income return of 0%%. These returns were calculated as at 31 Dec 2009.

AMP - Flexible Lifetime Investments - Future Directions Total Return’s one-year total return is -2.7%. This was made up of a growth return of -2.7% and an income return of 0%. These returns were calculated as at 31 Dec 2009.

AMP - Flexible Lifetime Investments - Future Directions Total Return’s one-year total return is -7.82%. This was made up of a growth return of -9.92% and an income return of 2.1%. These returns were calculated as at 31 Dec 2009.

The asset allocation of the AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund is :

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

The Responsible Entity for the AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund is AMP Capital Funds Management Ltd.

The AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund belongs to the Alternative - Other sector/asset class.

As at 31 Dec 2009, the size of the AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund was $0.38 million.

The AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund has an inception date of 16 Mar 2005.

The current entry price of the AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund is $0.71323 per unit and the current exit price is $0.71323 per unit (as at 29 Jan 2010).

The current exit price of the AMP - Flexible Lifetime Investments - Future Directions Total Return managed fund is $0.71323 per unit and the current entry price is $0.71323 per unit (as at 29 Jan 2010).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - Future Directions Total Return 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.