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  5. AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares - Managed fund profile

AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares - Managed Fund (Closed)

Fund Objective
To provide investors with capital appreciation over the medium term (five years) by investing in Australian listed securities.
Fund Strategy
The fund seeks to be fully invested in 30 to 40 securities listed on the ASX or securities of ASX listed companies that are dual listed on other OECD member countries' stock exchanges. The fund may also invest in non-exchange traded securities where there is a reasonable expectation of listing on the ASX within 6 months. The fund is typically invested in the securities of 35 companies. Arnhem may (but rarely does), when considered worthwhile, use options, futures and other derivatives to reduce risk or gain exposure to physical investments.

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 -0.2% 6.15% 19.83% 26.95% 3.68% 4.27% 6.56% 5.57%
Growth return -75.28% -73.71% -70.52% -70.02% -50.93% -37.21% -22.17% -12.21%
Income return 75.08% 79.86% 90.35% 96.97% 54.61% 41.48% 28.73% 17.78%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
0.83%
Australian Equities
91.51%
International Equities
4.01%
Property
3.24%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares
Closed
AMP Capital Funds Management Ltd
AMP1407AU
Equity Australia Large Blend
star (as at 30 Apr 2021)
Investment Fund
1 Jul 2010
$0 million (as at 30 Nov 2021)
$0.29251 (as at 3 May 2021)
$0.29181 (as at 3 May 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.73% (as at 30 Jun 2021)
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 28 Feb 2021)

Holding (as at 28 Feb 2021) Type % of Portfolio
BHP Group Ltd Equity 10.38%
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FAQs about the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares

The objective of the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund is To provide investors with capital appreciation over the medium term (five years) by investing in Australian listed securities.

The strategy of the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund is The fund seeks to be fully invested in 30 to 40 securities listed on the ASX or securities of ASX listed companies that are dual listed on other OECD member countries' stock exchanges. The fund may also invest in non-exchange traded securities where there is a reasonable expectation of listing on the ASX within 6 months. The fund is typically invested in the securities of 35 companies. Arnhem may (but rarely does), when considered worthwhile, use options, futures and other derivatives to reduce risk or gain exposure to physical investments.

The APIR code of the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund is AMP1407AU.

AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares’s total return last month was -0.2%. This was made up of a growth return of -75.28% and an income return of 75.08%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares’s total return for the last three months was 6.15%. This was made up of a growth return of -73.71% and an income return of 79.86%%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares’s one-year total return is 26.95%. This was made up of a growth return of -70.02% and an income return of 96.97%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares’s one-year total return is 4.27%. This was made up of a growth return of -37.21% and an income return of 41.48%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund is AMP Capital Funds Management Ltd.

The AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Nov 2021, the size of the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund was $0 million.

The AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund has an inception date of 1 Jul 2010.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund is $0.29251 per unit and the current exit price is $0.29181 per unit (as at 3 May 2021).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares managed fund is $0.29181 per unit and the current entry price is $0.29251 per unit (as at 3 May 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - Ironbark Karara Australian Shares 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.