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  5. AMP - Flexible Lifetime Investments - WIM Global Bond - Managed fund profile

AMP - Flexible Lifetime Investments - WIM Global Bond - Managed Fund (Closed)

Fund Objective
To achieve long term total returns in excess of the relevant benchmark by investing in a globally diversified portfolio of fixed income securities, while controlling risk.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 0% Cash (0-100%), 100% International Fixed Interest (0-100%).

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 -0.24% -0.77% -0.35% 2.92% 0.42% -% -% -%
Growth return -0.24% -2.76% -5.24% -7.96% -8.94% -% -% -%
Income return 0% 1.99% 4.89% 10.88% 9.36% -% -% -%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.81% -0.31% 5.1% 2.53% -1.56% -2.38% -% 2.33%
As at 31 May 2007. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - WIM Global Bond
Cash
14.01%
Fixed Interest
85.99%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
9.39%
Fixed Interest
89.69%
Australian Equities
0.33%
International Equities
0.11%
Property
0.02%
Alternatives
0.46%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - WIM Global Bond
Closed
AMP Capital Funds Management Ltd
AMP1003AU
Bonds - Global
Not Rated
Investment Fund
16 Mar 2005
$0.9 million (as at 31 Mar 2007)
$0.8692 (as at 8 Jun 2007)
$0.8684 (as at 8 Jun 2007)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 2% (as at 9 Sep 2006)
Minimum initial investment

FAQs about the AMP - Flexible Lifetime Investments - WIM Global Bond

The objective of the AMP - Flexible Lifetime Investments - WIM Global Bond managed fund is To achieve long term total returns in excess of the relevant benchmark by investing in a globally diversified portfolio of fixed income securities, while controlling risk.

The strategy of the AMP - Flexible Lifetime Investments - WIM Global Bond managed fund is The Funds benchmark asset allocation and ranges are: 0% Cash (0-100%), 100% International Fixed Interest (0-100%).

The APIR code of the AMP - Flexible Lifetime Investments - WIM Global Bond managed fund is AMP1003AU.

AMP - Flexible Lifetime Investments - WIM Global Bond’s total return last month was -0.24%. This was made up of a growth return of -0.24% and an income return of 0%. These returns were calculated as at 31 May 2007.

AMP - Flexible Lifetime Investments - WIM Global Bond’s total return for the last three months was -0.77%. This was made up of a growth return of -2.76% and an income return of 1.99%%. These returns were calculated as at 31 May 2007.

AMP - Flexible Lifetime Investments - WIM Global Bond’s one-year total return is 2.92%. This was made up of a growth return of -7.96% and an income return of 10.88%. These returns were calculated as at 31 May 2007.

AMP - Flexible Lifetime Investments - WIM Global 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 31 May 2007.

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

Cash
14.01%
Fixed Interest
85.99%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

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

The AMP - Flexible Lifetime Investments - WIM Global Bond managed fund belongs to the Bonds - Global sector/asset class.

As at 31 Mar 2007, the size of the AMP - Flexible Lifetime Investments - WIM Global Bond managed fund was $0.9 million.

The AMP - Flexible Lifetime Investments - WIM Global Bond managed fund has an inception date of 16 Mar 2005.

The current entry price of the AMP - Flexible Lifetime Investments - WIM Global Bond managed fund is $0.8692 per unit and the current exit price is $0.8684 per unit (as at 8 Jun 2007).

The current exit price of the AMP - Flexible Lifetime Investments - WIM Global Bond managed fund is $0.8684 per unit and the current entry price is $0.8692 per unit (as at 8 Jun 2007).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - WIM Global Bond managed fund is $0.

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.