General Information

AMP FLI S2-Res Inv Leaders Conservative
AMP Capital Funds Management Ltd
AMP1435AU
Multisector Moderate
starstar (as at 30 Sep 2017)
Investment Fund
1 Jul 2010
$1.43 million (as at 31 Aug 2017)
$1.0677 (as at 13 Oct 2017)
$1.06535 (as at 13 Oct 2017)

Fund performance (30 Sep 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 0.29 0.33 1.07 1.99 2.53 2.94 4.37 -
Growth return 0.29 0.33 -2.5 -2.23 -1.12 -0.27 1.32 -
Income return 0 0 3.57 4.22 3.65 3.21 3.05 -

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return 0.35 0.77 1.55 3.13 4.79 5.37 6.53 4.92
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Fund Performance Comparison

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Asset Allocation (30 Sep 2017)

Australian Equities 13.52%
International Equities 10.57%
Cash 33.01%
Property 4.33%
Fixed Interest 38.58%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (primarily income with some capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 3 year basis.
The portfolio invests in all asset classes, with a core of cash and fixed interest and some exposure to shares and property. With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world. (Responsible investing/multi-manager investment approach)

Offer information

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

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