General Information

AMP Growth Bond-AMP Balanced Growth
AMP Life Limited
AMP1190AU
Multisector Growth
starstarstarstar (as at 31 Oct 2014)
Investment Fund
15 Aug 2008
$40.8 million (as at 28 Feb 2017)
$1.42157 (as at 24 Mar 2017)
$1.42157 (as at 24 Mar 2017)

Fund performance (28 Feb 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 1.18 2.82 1.82 8.3 1.55 5.04 7.02 -
Growth return 1.18 2.82 1.82 8.3 1.55 5.04 7.02 -
Income return 0 0 0 0 0 0 0 -

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.54 3.54 2.87 11.69 3.65 7.77 11.23 4.83

Asset Allocation (28 Feb 2017)

Australian Equities 29.15%
International Equities 32.48%
Cash 12.46%
Property 8.36%
Fixed Interest 17.55%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide moderate to high returns over the medium to long term through a portfolio diversified across the main asset classes, but with an emphasis on shares and property.

Offer information

Indirect Cost Ratio (ICR) 1.03% (as at 31 Dec 2012)
Performance fee 0.03
Minimum initial investment $1,200.00
Minimum additional investments $200.00
Minimum redemption amount $1,000.00

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund