Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -1.36% | -4.77% | -11.79% | -16.17% | -9.52% | -3.04% | 3.11% | 2.63% |
Growth return | -1.36% | -4.77% | -11.79% | -16.17% | -9.52% | -3.04% | 3.11% | 2.63% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 1.9% | 5.39% | 7.14% | 12.12% | 12.75% | 11.38% | 8.95% | 8.08% |
Type | Description |
AMP Insurance Bond NEF - Balanced Growth | |
Closed | |
AMP Life Limited | |
AMP0225AU | |
Multisector Growth | |
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|
Investment Fund | |
1 Apr 1991 | |
n/a | |
n/a | |
$3.6648 (as at 31 Jan 2009) | |
Finalised |
Type | Description |
MER | 1.51% (as at 30 Jun 2002) |
Indirect Cost Ratio (ICR) | 0.85% (as at 31 Dec 2009) |
The objective of the AMP Insurance Bond NEF - Balanced Growth managed fund is To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.
The strategy of the AMP Insurance Bond NEF - Balanced Growth managed fund is To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.
The APIR code of the AMP Insurance Bond NEF - Balanced Growth managed fund is AMP0225AU.
AMP Insurance Bond NEF - Balanced Growth’s total return last month was -1.36%. This was made up of a growth return of -1.36% and an income return of 0%. These returns were calculated as at 31 Jan 2009.
AMP Insurance Bond NEF - Balanced Growth’s total return for the last three months was -4.77%. This was made up of a growth return of -4.77% and an income return of 0%%. These returns were calculated as at 31 Jan 2009.
AMP Insurance Bond NEF - Balanced Growth’s one-year total return is -16.17%. This was made up of a growth return of -16.17% and an income return of 0%. These returns were calculated as at 31 Jan 2009.
AMP Insurance Bond NEF - Balanced Growth’s one-year total return is -3.04%. This was made up of a growth return of -3.04% and an income return of 0%. These returns were calculated as at 31 Jan 2009.
The asset allocation of the AMP Insurance Bond NEF - Balanced Growth managed fund is :
The Responsible Entity for the AMP Insurance Bond NEF - Balanced Growth managed fund is AMP Life Limited.
The AMP Insurance Bond NEF - Balanced Growth managed fund belongs to the Multisector Growth sector/asset class.
As at 31 May 2015, the size of the AMP Insurance Bond NEF - Balanced Growth managed fund was $ million.
The AMP Insurance Bond NEF - Balanced Growth managed fund has an inception date of 1 Apr 1991.
The current entry price of the AMP Insurance Bond NEF - Balanced Growth managed fund is $ per unit and the current exit price is $3.6648 per unit (as at 31 Jan 2009).
The current exit price of the AMP Insurance Bond NEF - Balanced Growth managed fund is $3.6648 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 - Balanced 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.