General Information

AMP FLI S2-Res Inv Leaders Balanced
AMP Capital Funds Management Ltd
AMP1434AU
Multisector Growth
starstar (as at 31 Mar 2017)
Investment Fund
1 Jul 2010
$3.86 million (as at 28 Feb 2017)
$1.30244 (as at 21 Apr 2017)
$1.29737 (as at 21 Apr 2017)

Fund performance (31 Mar 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 1.43 2.07 4.36 8.21 1.02 5.18 8.18 -
Growth return 1.43 2.07 3.78 5.76 -1.08 2.94 5.91 -
Income return 0 0 0.58 2.45 2.1 2.24 2.27 -

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.68 2.06 5.16 11.78 4.34 8.73 11.12 4.94
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (31 Mar 2017)

Australian Equities 26.20%
International Equities 31.86%
Cash 13.99%
Property 8.23%
Fixed Interest 18.46%
Alternatives 1.27%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis.
The portfolio invests in all asset classes, but with an emphasis on growth assets (shares and property). With the exception of cash and listed property, the portfolio is managed using a responsible investment approach, which focuses on investing in companies that contribute to a socially and environmentally sustainable world (see 'Responsible Investment Leaders - multi-manager responsible investing' for more information).

Offer information

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

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