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  5. AMP Investment Bond - AMP All Growth - Managed fund profile

AMP Investment Bond - AMP All Growth - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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% p.a.
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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 2.02% 5.07% 9.86% 12.19% 4.75% 5.29% 6.1% 5.79%
Growth return 2.02% 5.07% 9.86% 12.19% 4.75% 5.29% 6.1% 5.79%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.91% 7.77% 15.61% 18.4% 8.2% 8.89% 9.42% 9.28%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
3.28%
Australian Equities
33.39%
International Equities
46.98%
Cash
5.61%
Property
5.51%
Fixed Interest
5.23%

General Information

Fund Details
Type Description
AMP Investment Bond - AMP All Growth
AMP Life Limited
AMP0217AU
Multisector Aggressive
starstarstar (as at 31 Mar 2024)
Investment Fund
26 Jan 1984
$10.91 million (as at 31 Dec 2019)
$9.55934 (as at 16 Apr 2024)
$9.51154 (as at 16 Apr 2024)
Open
Offer information
Type Description
Standard entry fee 2.50%
Indirect Cost Ratio (ICR) 1.55% (as at 30 Jun 2016)
Performance fee (not included in ICR) 0.04
Minimum initial investment $1,000.00
Minimum additional investments
Minimum redemption amount

FAQs about the AMP Investment Bond - AMP All Growth

The objective of the AMP Investment Bond - AMP All Growth managed fund is

The strategy of the AMP Investment Bond - AMP All Growth managed fund is

The APIR code of the AMP Investment Bond - AMP All Growth managed fund is AMP0217AU.

AMP Investment Bond - AMP All Growth’s total return last month was 2.02%. This was made up of a growth return of 2.02% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP Investment Bond - AMP All Growth’s total return for the last three months was 5.07%. This was made up of a growth return of 5.07% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP Investment Bond - AMP All Growth’s one-year total return is 12.19%. This was made up of a growth return of 12.19% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP Investment Bond - AMP All Growth’s one-year total return is 5.29%. This was made up of a growth return of 5.29% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

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

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

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

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

As at 31 Dec 2019, the size of the AMP Investment Bond - AMP All Growth managed fund was $10.91 million.

The AMP Investment Bond - AMP All Growth managed fund has an inception date of 26 Jan 1984.

The current entry price of the AMP Investment Bond - AMP All Growth managed fund is $9.55934 per unit and the current exit price is $9.51154 per unit (as at 16 Apr 2024).

The current exit price of the AMP Investment Bond - AMP All Growth managed fund is $9.51154 per unit and the current entry price is $9.55934 per unit (as at 16 Apr 2024).

The minimum initial investment amount for the AMP Investment Bond - AMP All Growth managed fund is $1,000. Minimum additional investment 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.