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  5. AMP Investment Lkd DA NEF - Balanced Fund - Managed fund profile

AMP Investment Lkd DA NEF - Balanced Fund - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
Invest in a mix of assets.

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 -1.08% 1.72% 3.16% 11.59% 12.35% 12.5% 10.98% 7.82%
Growth return -1.08% 1.72% 3.16% 11.59% 12.35% 12.5% 10.98% 7.82%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Nov 2007. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Lkd DA NEF - Balanced Fund
Australian Equities
28.50%
International Equities
38.58%
Cash
8.55%
Property & Infrastructure
5.65%
Fixed Interest
18.74%
Alternatives
-0.01%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
AMP Investment Lkd DA NEF - Balanced Fund
Closed
AMP Life Limited
AMP0724AU
Multisector Growth
starstarstarstarstar (as at 30 Nov 2007)
Superannuation Fund
1 Apr 1991
n/a
n/a
$7.9203 (as at 6 Dec 2007)
Finalised
Offer information
Type Description

Top 10 holdings (as at 31 Mar 2025)

Holding (as at 31 Mar 2025) Type % of Portfolio
Macquarie Wholesale Australian Fixed Interest Fund Class C Ipac Mutual Fund - Unspecified 10.47%
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FAQs about the AMP Investment Lkd DA NEF - Balanced Fund

The objective of the AMP Investment Lkd DA NEF - Balanced Fund managed fund is N/A

The strategy of the AMP Investment Lkd DA NEF - Balanced Fund managed fund is Invest in a mix of assets.

The APIR code of the AMP Investment Lkd DA NEF - Balanced Fund managed fund is AMP0724AU.

AMP Investment Lkd DA NEF - Balanced Fund’s total return last month was -1.08%. This was made up of a growth return of -1.08% and an income return of 0%. These returns were calculated as at 30 Nov 2007.

AMP Investment Lkd DA NEF - Balanced Fund’s total return for the last three months was 1.72%. This was made up of a growth return of 1.72% and an income return of 0%%. These returns were calculated as at 30 Nov 2007.

AMP Investment Lkd DA NEF - Balanced Fund’s one-year total return is 11.59%. This was made up of a growth return of 11.59% and an income return of 0%. These returns were calculated as at 30 Nov 2007.

AMP Investment Lkd DA NEF - Balanced Fund’s one-year total return is 12.5%. This was made up of a growth return of 12.5% and an income return of 0%. These returns were calculated as at 30 Nov 2007.

The asset allocation of the AMP Investment Lkd DA NEF - Balanced Fund managed fund is :

Australian Equities
28.50%
International Equities
38.58%
Cash
8.55%
Property & Infrastructure
5.65%
Fixed Interest
18.74%
Alternatives
-0.01%

The Responsible Entity for the AMP Investment Lkd DA NEF - Balanced Fund managed fund is AMP Life Limited.

The AMP Investment Lkd DA NEF - Balanced Fund managed fund belongs to the Multisector Growth sector/asset class.

As at 31 May 2010, the size of the AMP Investment Lkd DA NEF - Balanced Fund managed fund was $ million.

The AMP Investment Lkd DA NEF - Balanced Fund managed fund has an inception date of 1 Apr 1991.

The current entry price of the AMP Investment Lkd DA NEF - Balanced Fund managed fund is $ per unit and the current exit price is $7.9203 per unit (as at 6 Dec 2007).

The current exit price of the AMP Investment Lkd DA NEF - Balanced Fund managed fund is $7.9203 per unit and the current entry price is $ per unit (as at 6 Dec 2007).

The minimum initial investment amount for the AMP Investment Lkd DA NEF - Balanced Fund 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.