InvestSMART

AMP - Flexible Lifetime & Custom Super - Listed Property Trusts - Managed Fund (Closed)

Fund Objective
To provide medium to high returns over the long-term. Minimum suggested investment timeframe is 4-5 years.
Fund Strategy
Invests primarily in a diversified range of property trusts listed on the Australian Stock Exchange. Asset ranges: cash 0-10%, listed property 90-100%.

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 3.12% 5.53% 6.56% 17.26% 12.69% 11.03% -% -%
Growth return 3.12% 5.53% 6.56% 17.26% 12.69% 11.03% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return -11.21% -16.63% -17.8% -2.26% -3.86% 8.08% 5.05% 5.31%
As at 31 May 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - Listed Property Trusts
Cash
3%
Property & Infrastructure
97%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
2.09%
Property & Infrastructure
92.58%
Australian Equities
3.72%
International Equities
0.32%
Fixed Interest
0%
Alternatives
1.29%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Listed Property Trusts
Closed
AMP Superannuation Limited
AMP0287AU
Equity Australia Real Estate
Not Rated
Superannuation Fund
1 Nov 1997
$37.9 million (as at 31 May 2002)
$2.4149 (as at 31 May 2002)
$2.4149 (as at 31 May 2002)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment
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FAQs about the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts

The objective of the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund is To provide medium to high returns over the long-term. Minimum suggested investment timeframe is 4-5 years.

The strategy of the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund is Invests primarily in a diversified range of property trusts listed on the Australian Stock Exchange. Asset ranges: cash 0-10%, listed property 90-100%.

The APIR code of the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund is AMP0287AU.

AMP - Flexible Lifetime & Custom Super - Listed Property Trusts’s total return last month was 3.12%. This was made up of a growth return of 3.12% and an income return of 0%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Listed Property Trusts’s total return for the last three months was 5.53%. This was made up of a growth return of 5.53% and an income return of 0%%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Listed Property Trusts’s one-year total return is 17.26%. This was made up of a growth return of 17.26% and an income return of 0%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Listed Property Trusts’s one-year total return is 11.03%. This was made up of a growth return of 11.03% and an income return of 0%. These returns were calculated as at 31 May 2002.

The asset allocation of the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund is :

Cash
3%
Property & Infrastructure
97%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund is AMP Superannuation Limited.

The AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 May 2002, the size of the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund was $37.9 million.

The AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund has an inception date of 1 Nov 1997.

The current entry price of the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund is $2.4149 per unit and the current exit price is $2.4149 per unit (as at 31 May 2002).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts managed fund is $2.4149 per unit and the current entry price is $2.4149 per unit (as at 31 May 2002).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - Listed Property Trusts 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.