InvestSMART

AMP Insurance Bond NEF - AMP All Growth - Managed Fund (Closed)

Fund Objective
To provide high returns over the long term through a portfolio investing mostly in Australian and international shares.
Fund Strategy
Investors seeking to achieve high returns from capital growth over the long-term by investing in growth assets. Capital stability is not a concern as investors are prepared to accept high volatility to pursue potentially greater long-term returns. Investment choices are diverse but carry with them a higher level of risk.

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 -1.82% -6.13% -16.25% -21.81% -12.89% -5.17% 2.84% 2.23%
Growth return -1.82% -6.13% -16.25% -21.81% -12.89% -5.17% 2.84% 2.23%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.45% 0.07% 5.13% 9.72% 13.75% 13.16% 10.52% 10.43%
As at 31 Jan 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Insurance Bond NEF - AMP All Growth
Australian Equities
41.56%
International Equities
47.79%
Cash
1.42%
Property & Infrastructure
3.57%
Alternatives
5.66%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.31%
International Equities
48.43%
Cash
2.14%
Property & Infrastructure
4.98%
Alternatives
4.55%
Fixed Interest
5.59%

General Information

Fund Details
Type Description
AMP Insurance Bond NEF - AMP All Growth
Closed
AMP Life Limited
AMP0227AU
Multisector Aggressive
Not Rated
Investment Fund
1 Apr 1991
n/a
n/a
$3.9046 (as at 31 Jan 2009)
Finalised
Offer information
Type Description
MER 1.51% (as at 30 Jun 2002)
Indirect Cost Ratio (ICR) 0.85% (as at 31 Dec 2009)
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FAQs about the AMP Insurance Bond NEF - AMP All Growth

The objective of the AMP Insurance Bond NEF - AMP All Growth managed fund is To provide high returns over the long term through a portfolio investing mostly in Australian and international shares.

The strategy of the AMP Insurance Bond NEF - AMP All Growth managed fund is Investors seeking to achieve high returns from capital growth over the long-term by investing in growth assets. Capital stability is not a concern as investors are prepared to accept high volatility to pursue potentially greater long-term returns. Investment choices are diverse but carry with them a higher level of risk.

The APIR code of the AMP Insurance Bond NEF - AMP All Growth managed fund is AMP0227AU.

AMP Insurance Bond NEF - AMP All Growth’s total return last month was -1.82%. This was made up of a growth return of -1.82% and an income return of 0%. These returns were calculated as at 31 Jan 2009.

AMP Insurance Bond NEF - AMP All Growth’s total return for the last three months was -6.13%. This was made up of a growth return of -6.13% and an income return of 0%%. These returns were calculated as at 31 Jan 2009.

AMP Insurance Bond NEF - AMP All Growth’s one-year total return is -21.81%. This was made up of a growth return of -21.81% and an income return of 0%. These returns were calculated as at 31 Jan 2009.

AMP Insurance Bond NEF - AMP All Growth’s one-year total return is -5.17%. This was made up of a growth return of -5.17% and an income return of 0%. These returns were calculated as at 31 Jan 2009.

The asset allocation of the AMP Insurance Bond NEF - AMP All Growth managed fund is :

Australian Equities
41.56%
International Equities
47.79%
Cash
1.42%
Property & Infrastructure
3.57%
Alternatives
5.66%
Fixed Interest
0%

The Responsible Entity for the AMP Insurance Bond NEF - AMP All Growth managed fund is AMP Life Limited.

The AMP Insurance Bond NEF - AMP All Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 28 Feb 2015, the size of the AMP Insurance Bond NEF - AMP All Growth managed fund was $ million.

The AMP Insurance Bond NEF - AMP All Growth managed fund has an inception date of 1 Apr 1991.

The current entry price of the AMP Insurance Bond NEF - AMP All Growth managed fund is $ per unit and the current exit price is $3.9046 per unit (as at 31 Jan 2009).

The current exit price of the AMP Insurance Bond NEF - AMP All Growth managed fund is $3.9046 per unit and the current entry price is $ per unit (as at 31 Jan 2009).

The minimum initial investment amount for the AMP Insurance Bond NEF - AMP All Growth managed fund is $.

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.