AMP Investment Sol - AMP Active Quant Share - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

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Peers
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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.

Fees Comparison

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% p.a.
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% p.a.
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% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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 2.11 5.52 11.09 11.34 2.85 3.93 9.03 -
Growth return 2.11 3.35 8.8 9.05 -1.99 -1.23 -5.07 -
Income return 0 2.17 2.29 2.29 4.84 5.16 14.1 -
Market index (S&P/ASX 200 TR AUD)
Total return -2.36 4.23 9.33 9.04 12.18 11.38 7.9 8.61
As as 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - AMP Active Quant Share
Australian Equities
94.98%
Cash
1.33%
Property
3.69%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
92.71%
Cash
3.32%
Property
3.21%
International Equities
0.70%
Fixed Interest
0.05%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP Investment Sol - AMP Active Quant Share
Closed
Australian Securities Administration Ltd
Equity Australia Large Blend
Not Rated
Investment Fund
15 Sep 1995
n/a
$0.8521 (as at 11 Sep 2008)
$0.8478 (as at 11 Sep 2008)
Fund Objective
To provide high returns over the long-term, with high levels of volatility. To outperform the S&P/ASX 200 Accumulation Index on a rolling 12 month basis. Suggested investment horizon is 5 to 7 years.
Fund Strategy
Invests in Australian shares listed on the Australian Stock Exchange. The Fund may invest up to 10% in cash and fixed interest securities. Up to 5% of the Fund may also be invested in companies that are unlisted.
Offer information
Type Description

Top 10 holdings (as at 30 Sep 2012)

Holding (as at 30 Sep 2012) Type % of Portfolio
BHP Billiton Ltd Equity 9.96%
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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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.25%
InvestSMART High Growth 9.13%
Intelligent Investor Equity Growth 8.98%
InvestSMART Diversified Property and Infrastructure 8.67%
Intelligent Investor Equity Income 8.64%
InvestSMART Growth 8.42%
InvestSMART Balanced 6.84%
InvestSMART Conservative 5.41%
InvestSMART Hybrid Income 5.37%
Intelligent Investor Australian Small Companies Fund 5.27%
InvestSMART Interest Income 3.90%