General Information

AMP FLI S2-FD High Growth
AMP Capital Funds Management Ltd
AMP1419AU
Multisector Aggressive
starstarstar (as at 31 Jul 2013)
Managed Funds
1 Jul 2010
$4.23 million (as at 31 Jan 2017)
$1.48207 (as at 21 Mar 2017)
$1.47556 (as at 21 Mar 2017)

Fund performance (28 Feb 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 1.5 4.27 5.34 14.76 3.3 7.41 11.13 -
Growth return 1.5 3.74 4.63 10.92 0.44 4.69 8.76 -
Income return 0 0.53 0.71 3.84 2.86 2.72 2.37 -

Morningstar index (Mstar PG ITr Multisector Aggressive Idx)

Total return 1.65 4.29 4.54 14.63 3.44 7.14 10.74 3.6

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 1.76 4.2 4.59 14.64 4.24 8.89 13.15 4.82

Asset Allocation (28 Feb 2017)

Australian Equities 36.77%
International Equities 40.64%
Cash 4%
Property 2.73%
Fixed Interest 3.59%
Alternatives 12.27%
Asset Allocation

Objectives and Strategy

The portfolio aims to achieve a rate of return above inflation after costs over a seven-year period.
To provide high returns over the long term through a diversified portfolio investing mostly in Australian and international shares with some exposure to alternative assets and property.

Offer information

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

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* Dates for historical returns vary from fund to fund