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  5. AMP Investment Sol - AMP Australian Share Index - Managed fund profile

AMP Investment Sol - AMP Australian Share Index - Managed Fund (Closed)

Fund Objective
To track closely the S&P/ASX 200 Accumulation Index on a rolling 12 month basis (before fees). Suggested investment timeframe 5 to 7 years.
Fund Strategy
Invests in Australian companies listed on the ASX and represented in the All Ordinaries Index. Aims to hold stocks in similar proportions to that of the Index. For the purposes of cash flow management, cash, fixed securities, and derivatives are permitted.

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 2.97% 5.92% 10.62% 11.91% 4.18% 3.98% -% -%
Growth return 2.97% 5.92% 8.24% 6.97% 0.31% 0.23% -% -%
Income return 0% 0% 2.38% 4.94% 3.87% 3.75% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - AMP Australian Share Index
Australian Equities
89.55%
Cash
0.76%
Property & Infrastructure
9.69%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
Property & Infrastructure
1.41%
International Equities
4.82%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
AMP Investment Sol - AMP Australian Share Index
Closed
Australian Securities Administration Ltd
Equity Australia Large Blend
Not Rated
Investment Fund
20 Jan 1999
n/a
$1.1946 (as at 18 Nov 2005)
$1.1887 (as at 18 Nov 2005)
Finalised
Offer information
Type Description

FAQs about the AMP Investment Sol - AMP Australian Share Index

The objective of the AMP Investment Sol - AMP Australian Share Index managed fund is To track closely the S&P/ASX 200 Accumulation Index on a rolling 12 month basis (before fees). Suggested investment timeframe 5 to 7 years.

The strategy of the AMP Investment Sol - AMP Australian Share Index managed fund is Invests in Australian companies listed on the ASX and represented in the All Ordinaries Index. Aims to hold stocks in similar proportions to that of the Index. For the purposes of cash flow management, cash, fixed securities, and derivatives are permitted.

The APIR code of the AMP Investment Sol - AMP Australian Share Index managed fund is .

AMP Investment Sol - AMP Australian Share Index’s total return last month was 2.97%. This was made up of a growth return of 2.97% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Australian Share Index’s total return for the last three months was 5.92%. This was made up of a growth return of 5.92% and an income return of 0%%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Australian Share Index’s one-year total return is 11.91%. This was made up of a growth return of 6.97% and an income return of 4.94%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Australian Share Index’s one-year total return is 3.98%. This was made up of a growth return of 0.23% and an income return of 3.75%. These returns were calculated as at 31 Oct 2003.

The asset allocation of the AMP Investment Sol - AMP Australian Share Index managed fund is :

Australian Equities
89.55%
Cash
0.76%
Property & Infrastructure
9.69%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP Investment Sol - AMP Australian Share Index managed fund is Australian Securities Administration Ltd.

The AMP Investment Sol - AMP Australian Share Index managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Mar 2002, the size of the AMP Investment Sol - AMP Australian Share Index managed fund was $ million.

The AMP Investment Sol - AMP Australian Share Index managed fund has an inception date of 20 Jan 1999.

The current entry price of the AMP Investment Sol - AMP Australian Share Index managed fund is $1.1946 per unit and the current exit price is $1.1887 per unit (as at 18 Nov 2005).

The current exit price of the AMP Investment Sol - AMP Australian Share Index managed fund is $1.1887 per unit and the current entry price is $1.1946 per unit (as at 18 Nov 2005).

The minimum initial investment amount for the AMP Investment Sol - AMP Australian Share Index 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.