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  5. AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity - Managed fund profile

AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity - Managed Fund (Closed)

Fund Objective
The Fund aims to outperform the S&P/ASX 300 Index (Total Return), after fees, over a four-year period.
Fund Strategy
The Fund is an actively managed fund that invests in listed (and to be listed) Australian equities, and other funds we manage. The Fund is a diversified portfolio constructed from the highest conviction opportunities which we expect to deliver strong risk-adjusted returns over the long-term. The Fund invests across a broad universe of Australian companies and typically holds between 25-40 stocks.

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 3.76% 4.79% 4.82% 12.71% -% -% -% -%
Growth return 3.76% -1.28% -1.25% 6.19% -% -% -% -%
Income return 0% 6.07% 6.07% 6.52% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Aug 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity
Australian Equities
95.37%
Cash
4.63%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.42%
Cash
-0.77%
International Equities
5.11%
Property & Infrastructure
1.40%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity
Closed
AMP Capital Funds Management Ltd
AMP1053AU
Equity Australia Large Value
Not Rated
Investment Fund
8 Aug 2005
n/a
$1.184 (as at 28 Dec 2006)
$1.1781 (as at 28 Dec 2006)
Finalised
Offer information
Type Description
Standard entry fee 4%
Minimum initial investment $1,500.00

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
Westpac Banking Corp Equity 7.14%
Login now to view the complete list of holdings.

FAQs about the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity

The objective of the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund is The Fund aims to outperform the S&P/ASX 300 Index (Total Return), after fees, over a four-year period.

The strategy of the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund is The Fund is an actively managed fund that invests in listed (and to be listed) Australian equities, and other funds we manage. The Fund is a diversified portfolio constructed from the highest conviction opportunities which we expect to deliver strong risk-adjusted returns over the long-term. The Fund invests across a broad universe of Australian companies and typically holds between 25-40 stocks.

The APIR code of the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund is AMP1053AU.

AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity’s total return last month was 3.76%. This was made up of a growth return of 3.76% and an income return of 0%. These returns were calculated as at 31 Aug 2006.

AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity’s total return for the last three months was 4.79%. This was made up of a growth return of -1.28% and an income return of 6.07%%. These returns were calculated as at 31 Aug 2006.

AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity’s one-year total return is 12.71%. This was made up of a growth return of 6.19% and an income return of 6.52%. These returns were calculated as at 31 Aug 2006.

AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity’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 31 Aug 2006.

The asset allocation of the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund is :

Australian Equities
95.37%
Cash
4.63%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund is AMP Capital Funds Management Ltd.

The AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund belongs to the Equity Australia Large Value sector/asset class.

As at , the size of the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund was $ million.

The AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund has an inception date of 8 Aug 2005.

The current entry price of the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund is $1.184 per unit and the current exit price is $1.1781 per unit (as at 28 Dec 2006).

The current exit price of the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity managed fund is $1.1781 per unit and the current entry price is $1.184 per unit (as at 28 Dec 2006).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - Maple-Brown Abbott Australian Equity 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.