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  5. AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced - Managed fund profile

AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced - Managed Fund (Closed)

Fund Objective
To provide a total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis.
Fund Strategy
The portfolio invests in all asset classes, but with an emphasis on growth assets (shares and property). With the exception of cash and listed property, the portfolio is managed using a responsible investment approach, which focuses on investing in companies that contribute to a socially and environmentally sustainable world (see 'Responsible Investment Leaders - multi-manager responsible investing' for more information).

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 2.52% 5.76% 11.08% 20.57% 8.61% 7.77% 7.37% 7.58%
Growth return -64.99% -63.85% -62.69% -59.1% -37.73% -26.52% -16.93% -6.64%
Income return 67.51% 69.61% 73.77% 79.67% 46.34% 34.29% 24.3% 14.22%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 31 Jul 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced
Australian Equities
26.69%
International Equities
35.10%
Cash
0.86%
Property
9.07%
Fixed Interest
27.10%
Alternatives
1.18%
Average Allocation of Peers
Australian Equities
27.49%
International Equities
32.99%
Cash
6.64%
Property
6.78%
Fixed Interest
21.86%
Alternatives
4.24%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced
Closed
AMP Capital Funds Management Ltd
AMP1056AU
Multisector Growth
starstarstar (as at 31 Jul 2021)
Investment Fund
8 Aug 2005
$0.83 million (as at 30 Sep 2021)
$0.4485 (as at 24 Aug 2021)
$0.44703 (as at 24 Aug 2021)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 1.27% (as at 30 Jun 2022)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

FAQs about the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced

The objective of the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund is To provide a total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis.

The strategy of the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund is The portfolio invests in all asset classes, but with an emphasis on growth assets (shares and property). With the exception of cash and listed property, the portfolio is managed using a responsible investment approach, which focuses on investing in companies that contribute to a socially and environmentally sustainable world (see 'Responsible Investment Leaders - multi-manager responsible investing' for more information).

The APIR code of the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund is AMP1056AU.

AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced’s total return last month was 2.52%. This was made up of a growth return of -64.99% and an income return of 67.51%. These returns were calculated as at 31 Jul 2021.

AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced’s total return for the last three months was 5.76%. This was made up of a growth return of -63.85% and an income return of 69.61%%. These returns were calculated as at 31 Jul 2021.

AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced’s one-year total return is 20.57%. This was made up of a growth return of -59.1% and an income return of 79.67%. These returns were calculated as at 31 Jul 2021.

AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced’s one-year total return is 7.77%. This was made up of a growth return of -26.52% and an income return of 34.29%. These returns were calculated as at 31 Jul 2021.

The asset allocation of the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund is :

Australian Equities
26.69%
International Equities
35.10%
Cash
0.86%
Property
9.07%
Fixed Interest
27.10%
Alternatives
1.18%

The Responsible Entity for the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund is AMP Capital Funds Management Ltd.

The AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund was $0.83 million.

The AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund has an inception date of 8 Aug 2005.

The current entry price of the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund is $0.4485 per unit and the current exit price is $0.44703 per unit (as at 24 Aug 2021).

The current exit price of the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced managed fund is $0.44703 per unit and the current entry price is $0.4485 per unit (as at 24 Aug 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - Res Investment Leaders Balanced 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.