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  5. AMP Gold Trust - Managed fund profile

AMP Gold Trust - Managed Fund (Closed)

Fund Objective
To provide long term capital growth. Performance benchmark is the Gold Accumulation Index. Suggested investment timeframe is at least 7 plus years.
Fund Strategy
Invests primarily in shares of Australian gold companies. Investment ranges: cash 0-20%, Australian shares 80-100%.

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 -0.37% 14.6% 16.96% -7.19% 11.02% -16.83% -7.35% -1.83%
Growth return -0.37% 14.6% 16.96% -7.19% 11.02% -19.51% -13.93% -7.33%
Income return 0% 0% 0% 0% 0% 2.68% 6.58% 5.5%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 30 Nov 1999. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Gold Trust
Australian Equities
97%
Cash
3%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
International Equities
4.82%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
AMP Gold Trust
Closed
Australian Securities Administration Ltd
AMP0021AU
Equity Australia Other
Not Rated
Investment Fund
30 Dec 1988
$7.02 million (as at 30 Nov 1999)
$0.6222 (as at 6 Dec 1999)
$0.5926 (as at 6 Dec 1999)
Finalised
Offer information
Type Description
MER 2% (as at 30 Jun 1998)
Minimum initial investment $1,000.00

FAQs about the AMP Gold Trust

The objective of the AMP Gold Trust managed fund is To provide long term capital growth. Performance benchmark is the Gold Accumulation Index. Suggested investment timeframe is at least 7 plus years.

The strategy of the AMP Gold Trust managed fund is Invests primarily in shares of Australian gold companies. Investment ranges: cash 0-20%, Australian shares 80-100%.

The APIR code of the AMP Gold Trust managed fund is AMP0021AU.

AMP Gold Trust’s total return last month was -0.37%. This was made up of a growth return of -0.37% and an income return of 0%. These returns were calculated as at 30 Nov 1999.

AMP Gold Trust’s total return for the last three months was 14.6%. This was made up of a growth return of 14.6% and an income return of 0%%. These returns were calculated as at 30 Nov 1999.

AMP Gold Trust’s one-year total return is -7.19%. This was made up of a growth return of -7.19% and an income return of 0%. These returns were calculated as at 30 Nov 1999.

AMP Gold Trust’s one-year total return is -16.83%. This was made up of a growth return of -19.51% and an income return of 2.68%. These returns were calculated as at 30 Nov 1999.

The asset allocation of the AMP Gold Trust managed fund is :

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

The Responsible Entity for the AMP Gold Trust managed fund is Australian Securities Administration Ltd.

The AMP Gold Trust managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Nov 1999, the size of the AMP Gold Trust managed fund was $7.02 million.

The AMP Gold Trust managed fund has an inception date of 30 Dec 1988.

The current entry price of the AMP Gold Trust managed fund is $0.6222 per unit and the current exit price is $0.5926 per unit (as at 6 Dec 1999).

The current exit price of the AMP Gold Trust managed fund is $0.5926 per unit and the current entry price is $0.6222 per unit (as at 6 Dec 1999).

The minimum initial investment amount for the AMP Gold Trust managed fund is $1,000.

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.