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  5. AMP Investment Bond - AMP Australian Property - Managed fund profile

AMP Investment Bond - AMP Australian Property - Managed Fund

Fund Objective
To generate competitive long term returns from an Australian property portfolio. It aims to achieve gross returns that exceed the fund's benchmark over periods of 7 to 10 years.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 15% Cash (5-30%), 40% Property Securities (20-60%) and 45% Property Direct (30-60%).

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 6.53% 12.42% 25.98% 27.8% 5.71% 8.08% 5.41% 7.48%
Growth return 6.53% 12.42% 25.98% 27.8% 5.71% 8.08% 5.41% 7.48%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Bond - AMP Australian Property
Cash
1.98%
Property
98.02%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.64%
Property
94.20%
Australian Equities
3.78%
International Equities
0.35%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP Investment Bond - AMP Australian Property
AMP Life Limited
AMP0440AU
Unlisted and Direct Property
Not Rated
Investment Fund
1 Jan 2001
$79.3 million (as at 30 Sep 2005)
$2.90812 (as at 17 Apr 2024)
$2.89358 (as at 17 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.51% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum additional investments
Minimum redemption amount

FAQs about the AMP Investment Bond - AMP Australian Property

The objective of the AMP Investment Bond - AMP Australian Property managed fund is To generate competitive long term returns from an Australian property portfolio. It aims to achieve gross returns that exceed the fund's benchmark over periods of 7 to 10 years.

The strategy of the AMP Investment Bond - AMP Australian Property managed fund is The Funds benchmark asset allocation and ranges are: 15% Cash (5-30%), 40% Property Securities (20-60%) and 45% Property Direct (30-60%).

The APIR code of the AMP Investment Bond - AMP Australian Property managed fund is AMP0440AU.

AMP Investment Bond - AMP Australian Property’s total return last month was 6.53%. This was made up of a growth return of 6.53% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP Investment Bond - AMP Australian Property’s total return for the last three months was 12.42%. This was made up of a growth return of 12.42% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP Investment Bond - AMP Australian Property’s one-year total return is 27.8%. This was made up of a growth return of 27.8% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP Investment Bond - AMP Australian Property’s one-year total return is 8.08%. This was made up of a growth return of 8.08% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AMP Investment Bond - AMP Australian Property managed fund is :

Cash
1.98%
Property
98.02%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP Investment Bond - AMP Australian Property managed fund is AMP Life Limited.

The AMP Investment Bond - AMP Australian Property managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Sep 2005, the size of the AMP Investment Bond - AMP Australian Property managed fund was $79.3 million.

The AMP Investment Bond - AMP Australian Property managed fund has an inception date of 1 Jan 2001.

The current entry price of the AMP Investment Bond - AMP Australian Property managed fund is $2.90812 per unit and the current exit price is $2.89358 per unit (as at 17 Apr 2024).

The current exit price of the AMP Investment Bond - AMP Australian Property managed fund is $2.89358 per unit and the current entry price is $2.90812 per unit (as at 17 Apr 2024).

The minimum initial investment amount for the AMP Investment Bond - AMP Australian Property 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.