Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 4% | 10.57% | 5.4% | 3.88% | 10.26% | 8.86% | 13.68% | 8.01% |
Growth return | 4% | 10.57% | 5.4% | 3.88% | 7.41% | 6.2% | 11.99% | 6.27% |
Income return | 0% | 0% | 0% | 0% | 2.85% | 2.66% | 1.69% | 1.74% |
Market index (S&P/ASX 200 TR AUD)
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Total return | 3.1% | 7.03% | 11.65% | 14.74% | 14.82% | 13.04% | 12.32% | 9.87% |
Type | Description |
AMP - Flexible Lifetime Investments - Specialist Geared Australian Share | |
IPAC Asset Management Limited | |
AMP0850AU | |
Equity Australia Large Geared | |
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Investment Fund | |
23 Mar 2004 | |
$7.56 million (as at 31 Jul 2025) | |
$1.44496 (as at 17 Sep 2025) | |
$1.43632 (as at 17 Sep 2025) | |
Closed |
Type | Description |
Standard entry fee | 4% |
MER | 4.37% (as at 30 Jun 2024) |
Indirect Cost Ratio (ICR) | 4.01% (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 |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
AMP Cap PST-Enhanced Index Share Port | Mutual Fund - Open End | 33.99% |
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The objective of the AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund is The objective of the investment portfolio before gearing is applied is to provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 200 Accumulation Index on a rolling 3 year basis.
The strategy of the AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund is To provide high returns over the long-term through geared exposure to securities listed on the Australian Securities Exchange. The aim is to manage gearing to a level that is supported by expected income. Therefore an investor can gain greater exposure to the Australian share market (and also potentially increased imputation credits) than an investor with a non-geared exposure.
The APIR code of the AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund is AMP0850AU.
AMP - Flexible Lifetime Investments - Specialist Geared Australian Share’s total return last month was 4%. This was made up of a growth return of 4% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
AMP - Flexible Lifetime Investments - Specialist Geared Australian Share’s total return for the last three months was 10.57%. This was made up of a growth return of 10.57% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
AMP - Flexible Lifetime Investments - Specialist Geared Australian Share’s one-year total return is 3.88%. This was made up of a growth return of 3.88% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
AMP - Flexible Lifetime Investments - Specialist Geared Australian Share’s one-year total return is 8.86%. This was made up of a growth return of 6.2% and an income return of 2.66%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund is :
The Responsible Entity for the AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund is IPAC Asset Management Limited.
The AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund belongs to the Equity Australia Large Geared sector/asset class.
As at 31 Jul 2025, the size of the AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund was $7.56 million.
The AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund has an inception date of 23 Mar 2004.
The current entry price of the AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund is $1.44496 per unit and the current exit price is $1.43632 per unit (as at 17 Sep 2025).
The current exit price of the AMP - Flexible Lifetime Investments - Specialist Geared Australian Share managed fund is $1.43632 per unit and the current entry price is $1.44496 per unit (as at 17 Sep 2025).
The minimum initial investment amount for the AMP - Flexible Lifetime Investments - Specialist Geared Australian Share 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.