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  5. AMP Investment Sol - AMP Balanced Growth Fund - Managed fund profile

AMP Investment Sol - AMP Balanced Growth Fund - Managed Fund (Closed)

Fund Objective
To provide a balance of capital growth over the medium- to long-term. Suggested investment timeframe is at least 5 years.
Fund Strategy
Invests in other AMP Investment Funds and has a broad spread of investments across the major assets sectors of shares, property, and bonds. The Fund may hold up to 90% of its investments in growth assets of Australian and overseas shares, and property. Asset allocation ranges (with benchmarks in brackets): cash 0-25% (3%), Australian bonds 5-55% (21%), property 0-20% (7%), international bonds 0-20% (6%), international shares 15-45% (25%), Australian shares 25-55% (38%).

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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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 1.17% 2.52% 6.47% 4.66% -2.33% -2.35% 3.01% 5.82%
Growth return 1.17% 2.52% 4.29% 1.44% -4.71% -4.83% -0.85% 1.14%
Income return 0% 0% 2.18% 3.22% 2.38% 2.48% 3.86% 4.68%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 31 Oct 2003. 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
4.23%
Australian Equities
27.58%
International Equities
33.01%
Cash
6.63%
Property
6.70%
Fixed Interest
21.84%

General Information

Fund Details
Type Description
AMP Investment Sol - AMP Balanced Growth Fund
Closed
Australian Securities Administration Ltd
Multisector Growth
Not Rated
Investment Fund
22 Jan 1990
$34.9 million (as at 31 Mar 2002)
$0.96841 (as at 8 Sep 2010)
$0.96406 (as at 8 Sep 2010)
Finalised
Offer information
Type Description
Minimum initial investment $1,500.00

FAQs about the AMP Investment Sol - AMP Balanced Growth Fund

The objective of the AMP Investment Sol - AMP Balanced Growth Fund managed fund is To provide a balance of capital growth over the medium- to long-term. Suggested investment timeframe is at least 5 years.

The strategy of the AMP Investment Sol - AMP Balanced Growth Fund managed fund is Invests in other AMP Investment Funds and has a broad spread of investments across the major assets sectors of shares, property, and bonds. The Fund may hold up to 90% of its investments in growth assets of Australian and overseas shares, and property. Asset allocation ranges (with benchmarks in brackets): cash 0-25% (3%), Australian bonds 5-55% (21%), property 0-20% (7%), international bonds 0-20% (6%), international shares 15-45% (25%), Australian shares 25-55% (38%).

The APIR code of the AMP Investment Sol - AMP Balanced Growth Fund managed fund is .

AMP Investment Sol - AMP Balanced Growth Fund’s total return last month was 1.17%. This was made up of a growth return of 1.17% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Balanced Growth Fund’s total return for the last three months was 2.52%. This was made up of a growth return of 2.52% and an income return of 0%%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Balanced Growth Fund’s one-year total return is 4.66%. This was made up of a growth return of 1.44% and an income return of 3.22%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Balanced Growth Fund’s one-year total return is -2.35%. This was made up of a growth return of -4.83% and an income return of 2.48%. These returns were calculated as at 31 Oct 2003.

The asset allocation of the AMP Investment Sol - AMP Balanced Growth Fund 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 Sol - AMP Balanced Growth Fund managed fund is Australian Securities Administration Ltd.

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

As at 31 Mar 2002, the size of the AMP Investment Sol - AMP Balanced Growth Fund managed fund was $34.9 million.

The AMP Investment Sol - AMP Balanced Growth Fund managed fund has an inception date of 22 Jan 1990.

The current entry price of the AMP Investment Sol - AMP Balanced Growth Fund managed fund is $0.96841 per unit and the current exit price is $0.96406 per unit (as at 8 Sep 2010).

The current exit price of the AMP Investment Sol - AMP Balanced Growth Fund managed fund is $0.96406 per unit and the current entry price is $0.96841 per unit (as at 8 Sep 2010).

The minimum initial investment amount for the AMP Investment Sol - AMP Balanced Growth Fund managed fund is $1,500.

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.