General Information

AMP FLI S2-AMP Conservative Index
AMP Capital Funds Management Ltd
AMP1393AU
Multisector Moderate
starstar (as at 31 Jul 2013)
n/a
Not Rated
Managed Funds
1 Jul 2010
$9.63 million (as at 31 Dec 2016)
$1.154 (as at 16 Feb 2017)
$1.15215 (as at 16 Feb 2017)

Fund performance (31 Jan 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return -0.46 0.77 -0.84 3.39 1.94 4.23 5.48 -
Growth return -0.46 0.31 -1.29 1.36 -0.04 1.81 2.43 -
Income return 0 0.46 0.45 2.03 1.98 2.42 3.05 -

Morningstar index (Mstar PG ITr Multisector Moderate Idx)

Total return -0.22 0.93 -0.27 4.26 2.07 4.26 5.78 3.83

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return -0.37 1.2 -0.37 5.2 3.6 5.92 7.24 5.11

Asset Allocation (31 Jan 2017)

Australian Equities 7.50%
International Equities 9.74%
Cash 35.78%
Property 5.09%
Fixed Interest 35.27%
Alternatives 6.62%
Asset Allocation

Objectives and Strategy

To provide returns primarily from income as well as some capital growth over the short to medium-term, by investing mainly in defensive assets with some exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focused investment managers.
This investment option seeks to provide an index focused solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

Offer information

Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund