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

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

Fund Objective
To provide a total return (primarily capital growth with some income) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 5 year basis.
Fund Strategy
The portfolio invests in all asset classes, with a core of shares and some exposure to property and fixed interest. With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world. (Responsible investing/multi-manager investment approach)

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 0.24% 5.27% 15.38% 23.45% 6.81% 6.85% 7.54% 7.24%
Growth return -61.37% -59.43% -55.57% -52.87% -35.16% -26.49% -15.63% -6.05%
Income return 61.61% 64.7% 70.95% 76.32% 41.97% 33.34% 23.17% 13.29%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.91% 7.77% 15.61% 18.4% 8.2% 8.89% 9.42% 9.28%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - Res Investment Leaders Growth
Australian Equities
36.88%
International Equities
43.25%
Cash
1.04%
Property
6.12%
Fixed Interest
12.71%
Alternatives
0%
Average Allocation of Peers
Australian Equities
33.39%
International Equities
46.98%
Cash
5.61%
Property
5.51%
Fixed Interest
5.23%
Alternatives
3.28%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - Res Investment Leaders Growth
Closed
AMP Capital Funds Management Ltd
AMP1058AU
Multisector Aggressive
star (as at 30 Apr 2021)
Investment Fund
8 Aug 2005
$0 million (as at 30 Nov 2021)
$0.51187 (as at 5 May 2021)
$0.50973 (as at 5 May 2021)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 2.26% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0.11
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 Growth

The objective of the AMP - Flexible Lifetime Investments - Res Investment Leaders Growth managed fund is To provide a total return (primarily capital growth with some income) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 5 year basis.

The strategy of the AMP - Flexible Lifetime Investments - Res Investment Leaders Growth managed fund is The portfolio invests in all asset classes, with a core of shares and some exposure to property and fixed interest. With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world. (Responsible investing/multi-manager investment approach)

The APIR code of the AMP - Flexible Lifetime Investments - Res Investment Leaders Growth managed fund is AMP1058AU.

AMP - Flexible Lifetime Investments - Res Investment Leaders Growth’s total return last month was 0.24%. This was made up of a growth return of -61.37% and an income return of 61.61%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Investments - Res Investment Leaders Growth’s total return for the last three months was 5.27%. This was made up of a growth return of -59.43% and an income return of 64.7%%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Investments - Res Investment Leaders Growth’s one-year total return is 23.45%. This was made up of a growth return of -52.87% and an income return of 76.32%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Investments - Res Investment Leaders Growth’s one-year total return is 6.85%. This was made up of a growth return of -26.49% and an income return of 33.34%. These returns were calculated as at 30 Apr 2021.

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

Australian Equities
36.88%
International Equities
43.25%
Cash
1.04%
Property
6.12%
Fixed Interest
12.71%
Alternatives
0%

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

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

As at 30 Nov 2021, the size of the AMP - Flexible Lifetime Investments - Res Investment Leaders Growth managed fund was $0 million.

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

The current entry price of the AMP - Flexible Lifetime Investments - Res Investment Leaders Growth managed fund is $0.51187 per unit and the current exit price is $0.50973 per unit (as at 5 May 2021).

The current exit price of the AMP - Flexible Lifetime Investments - Res Investment Leaders Growth managed fund is $0.50973 per unit and the current entry price is $0.51187 per unit (as at 5 May 2021).

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