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  5. AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond - Managed fund profile

AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond - Managed Fund (Closed)

Fund Objective
To achieve income and capital growth over the longer term through exposure to a portfolio of investments mainly in currencies, publicly-traded fixed income securities and financial derivative instruments, primarily in the global fixed income and currency markets.
Fund Strategy
GSAM will seek to employ a number of diverse investment strategies and to allocate capital tactically to the strategies that it believes will offer the best opportunities at a given point in time in a given market or sector.

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 -3.02% -2.44% -0.8% -1.4% -% -% -% -%
Growth return -3.02% -2.44% -0.8% -1.86% -% -% -% -%
Income return 0% 0% 0% 0.46% -% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 1.12% 1.03% 4.85% 1.47% 0.91% -1.29% 0.17% 2.59%
As at 30 Nov 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond
Cash
7.97%
Fixed Interest
92.03%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
3.02%
Fixed Interest
96%
Australian Equities
0.54%
International Equities
0.12%
Property
0%
Alternatives
0.32%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond
Closed
AMP Capital Funds Management Ltd
AMP2034AU
Unconstrained Fixed Income
Not Rated
Investment Fund
1 Jul 2015
$0.17 million (as at 30 Nov 2016)
$0.98604 (as at 30 Nov 2016)
$0.98604 (as at 30 Nov 2016)
Finalised
Offer information
Type Description

Top 10 holdings (as at 30 Sep 2016)

Holding (as at 30 Sep 2016) Type % of Portfolio
Lch Ir Eur Q 21sep18 Flt Interest Rate Swap 41.78%
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FAQs about the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond

The objective of the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund is To achieve income and capital growth over the longer term through exposure to a portfolio of investments mainly in currencies, publicly-traded fixed income securities and financial derivative instruments, primarily in the global fixed income and currency markets.

The strategy of the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund is GSAM will seek to employ a number of diverse investment strategies and to allocate capital tactically to the strategies that it believes will offer the best opportunities at a given point in time in a given market or sector.

The APIR code of the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund is AMP2034AU.

AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond’s total return last month was -3.02%. This was made up of a growth return of -3.02% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond’s total return for the last three months was -2.44%. This was made up of a growth return of -2.44% and an income return of 0%%. These returns were calculated as at 30 Nov 2016.

AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond’s one-year total return is -1.4%. This was made up of a growth return of -1.86% and an income return of 0.46%. These returns were calculated as at 30 Nov 2016.

AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2016.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund is :

Cash
7.97%
Fixed Interest
92.03%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund is AMP Capital Funds Management Ltd.

The AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund belongs to the Unconstrained Fixed Income sector/asset class.

As at 30 Nov 2016, the size of the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund was $0.17 million.

The AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund has an inception date of 1 Jul 2015.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund is $0.98604 per unit and the current exit price is $0.98604 per unit (as at 30 Nov 2016).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund is $0.98604 per unit and the current entry price is $0.98604 per unit (as at 30 Nov 2016).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - GS Global Strategic Bond managed fund is $.

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.