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

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

Fund Objective
To provide long term total returns consistently in excess of the MSCI World (ex-Australia) Index, through a combination of fundamental research with quantitative valuation techniques in a disciplined framework.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 0% Cash (0-3%), 100% International Shares (97-100%).

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 6.02% -3.03% -0.37% -18.5% -9.02% -3.33% -% -%
Growth return 6.02% -3.1% -0.44% -18.56% -11.34% -6.93% -% -%
Income return 0% 0.07% 0.07% 0.06% 2.32% 3.6% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Aug 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - WIM Global Intersection
International Equities
97.50%
Cash
2.50%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.48%
Cash
1.77%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - WIM Global Intersection
Closed
AMP Capital Funds Management Ltd
AMP0848AU
Equity World Large Blend
star (as at 31 Aug 2008)
Investment Fund
23 Mar 2004
$1.12 million (as at 31 Jul 2008)
$0.8758 (as at 8 Sep 2008)
$0.8714 (as at 8 Sep 2008)
Finalised
Offer information
Type Description
Standard entry fee 4%
MER 2.35% (as at 30 Apr 2004)
Indirect Cost Ratio (ICR) 2.35% (as at 9 Sep 2006)
Minimum initial investment

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

The objective of the AMP - Flexible Lifetime Investments - WIM Global Intersection managed fund is To provide long term total returns consistently in excess of the MSCI World (ex-Australia) Index, through a combination of fundamental research with quantitative valuation techniques in a disciplined framework.

The strategy of the AMP - Flexible Lifetime Investments - WIM Global Intersection managed fund is The Funds benchmark asset allocation and ranges are: 0% Cash (0-3%), 100% International Shares (97-100%).

The APIR code of the AMP - Flexible Lifetime Investments - WIM Global Intersection managed fund is AMP0848AU.

AMP - Flexible Lifetime Investments - WIM Global Intersection’s total return last month was 6.02%. This was made up of a growth return of 6.02% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

AMP - Flexible Lifetime Investments - WIM Global Intersection’s total return for the last three months was -3.03%. This was made up of a growth return of -3.1% and an income return of 0.07%%. These returns were calculated as at 31 Aug 2008.

AMP - Flexible Lifetime Investments - WIM Global Intersection’s one-year total return is -18.5%. This was made up of a growth return of -18.56% and an income return of 0.06%. These returns were calculated as at 31 Aug 2008.

AMP - Flexible Lifetime Investments - WIM Global Intersection’s one-year total return is -3.33%. This was made up of a growth return of -6.93% and an income return of 3.6%. These returns were calculated as at 31 Aug 2008.

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

International Equities
97.50%
Cash
2.50%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

The AMP - Flexible Lifetime Investments - WIM Global Intersection managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Jul 2008, the size of the AMP - Flexible Lifetime Investments - WIM Global Intersection managed fund was $1.12 million.

The AMP - Flexible Lifetime Investments - WIM Global Intersection managed fund has an inception date of 23 Mar 2004.

The current entry price of the AMP - Flexible Lifetime Investments - WIM Global Intersection managed fund is $0.8758 per unit and the current exit price is $0.8714 per unit (as at 8 Sep 2008).

The current exit price of the AMP - Flexible Lifetime Investments - WIM Global Intersection managed fund is $0.8714 per unit and the current entry price is $0.8758 per unit (as at 8 Sep 2008).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - WIM Global Intersection 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.