InvestSMART

AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond - Managed Fund

Fund Objective
To provide a total return (income and capital growth) after costs and before tax, higher than the return from the Bloomberg Global Aggregate Index (hedged back to Australian dollars) on a rolling three-year basis.
Fund Strategy
The portfolio invests in a diversified portfolio of short and long-term global fixed income securities that may include government, government-related, corporate, asset backed and hybrid securities in both developed and emerging markets.

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 1.32% -0.25% 1.34% 0.37% -1.83% -4.7% -2.24% 0.2%
Growth return 1.32% -0.25% 1.34% 0.37% -1.83% -8.06% -4.92% -2.18%
Income return 0% 0% 0% 0% 0% 3.36% 2.68% 2.38%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.68% 1.02% 2.53% 2.44% 5.72% 3.96% -0.57% 1.94%
As at 31 May 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond
Cash
0.33%
Fixed Interest
99.67%
Australian Equities
0%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.32%
Fixed Interest
92.52%
Australian Equities
0.04%
International Equities
0%
Alternatives
2.11%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond
IPAC Asset Management Limited
AMP1420AU
Bonds - Global
star (as at 31 May 2024)
Investment Fund
1 Jul 2010
$0.36 million (as at 31 May 2024)
$0.7721 (as at 11 Jun 2024)
$0.77041 (as at 11 Jun 2024)
Finalised
Offer information
Type Description
MER 1.46% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR) 1.46% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Jan 2019)

Holding (as at 31 Jan 2019) Type % of Portfolio
Japan (Government Of) 0.1% Bond - Gov't/Treasury 1.35%
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FAQs about the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond

The objective of the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund is To provide a total return (income and capital growth) after costs and before tax, higher than the return from the Bloomberg Global Aggregate Index (hedged back to Australian dollars) on a rolling three-year basis.

The strategy of the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund is The portfolio invests in a diversified portfolio of short and long-term global fixed income securities that may include government, government-related, corporate, asset backed and hybrid securities in both developed and emerging markets.

The APIR code of the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund is AMP1420AU.

AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond’s total return last month was 1.32%. This was made up of a growth return of 1.32% and an income return of 0%. These returns were calculated as at 31 May 2024.

AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond’s total return for the last three months was -0.25%. This was made up of a growth return of -0.25% and an income return of 0%%. These returns were calculated as at 31 May 2024.

AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond’s one-year total return is 0.37%. This was made up of a growth return of 0.37% and an income return of 0%. These returns were calculated as at 31 May 2024.

AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond’s one-year total return is -4.7%. This was made up of a growth return of -8.06% and an income return of 3.36%. These returns were calculated as at 31 May 2024.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund is :

Cash
0.33%
Fixed Interest
99.67%
Australian Equities
0%
International Equities
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund is IPAC Asset Management Limited.

The AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund belongs to the Bonds - Global sector/asset class.

As at 31 May 2024, the size of the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund was $0.36 million.

The AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund has an inception date of 1 Jul 2010.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund is $0.7721 per unit and the current exit price is $0.77041 per unit (as at 11 Jun 2024).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond managed fund is $0.77041 per unit and the current entry price is $0.7721 per unit (as at 11 Jun 2024).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - Future Directions International Bond 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.