AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 2.55 5.86 11.48 26.43 9.88 11.35 - -
Growth return 2.55 5.86 6.06 17.04 4.65 7.01 - -
Income return 0 0 5.42 9.39 5.23 4.34 - -
Market index (S&P/ASX 200 TR AUD)
Total return 3.28 4.8 9.24 25.98 11.7 12.66 9.9 8.5
As as 30 Nov 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity
Australian Equities
97.56%
Cash
2.44%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
92.75%
Cash
3.01%
International Equities
0.89%
Property
3.25%
Fixed Interest
0.05%
Alternatives
0.05%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity
AMP Capital Funds Management Ltd
AMP2045AU
Equity Australia Large Growth
starstar (as at 30 Nov 2019)
Investment Fund
1 Jul 2015
$0.87 million (as at 31 Oct 2019)
$1.226 (as at 12 Dec 2019)
$1.22111 (as at 12 Dec 2019)
Fund Objective
To outperform the S&P/ASX 300 Accumulation Index over the medium to long term with moderate tax effective income by investing in a portfolio of listed Australian equities that are generally chosen from the S&P/ASX 300 Index.
Fund Strategy
The investment manager seeks to position its portfolio towards those sectors and stocks which they believe will experience positive earnings revisions and away from those they believe will suffer negative revisions. At any time, the portfolio is tilted towards stocks which afford the most compelling opportunities for appreciation over the coming 12 months. Derivatives may also be used (primarily for the purpose of managing risk).
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.92% (as at 30 Jun 2019) (Estimated)
Minimum initial investment $1,500.00
Minimum additional investments $500.00

Top 10 holdings (as at 31 Oct 2019)

Holding (as at 31 Oct 2019) Type % of Portfolio
CSL Ltd Equity 8.33%
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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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%