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  5. AMP Investment Sol - AMP Future Directions Australian Fixed Interest - Managed fund profile

AMP Investment Sol - AMP Future Directions Australian Fixed Interest - Managed Fund (Closed)

Fund Objective
To provide a total return (income and capital growth) after costs and before tax, above the return from the benchmark over a rolling three-year basis.
Fund Strategy
The Fund invests primarily in short and long term fixed income securities. The Fund takes a multi-manager approach, where specialist investment managers who demonstrate competitive advantages in their fields of investment, source investments for the Fund. In selecting managers for the Fund, we aim for diversification of managers across: types of managers, from boutique investment managers to those with long histories, and asset sectors within the fixed income asset class, where appropriate to the Fund's investment strategy.

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 -1.27% -0.76% -% -% -% -% -% -%
Growth return -1.27% -0.76% -% -% -% -% -% -%
Income return 0% 0% -% -% -% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 1.12% 1.03% 4.85% 1.47% 0.91% -1.29% 0.17% 2.59%
As at 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - AMP Future Directions Australian Fixed Interest
Cash
1.14%
Fixed Interest
98.86%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
3.22%
Fixed Interest
95.56%
Australian Equities
0.60%
International Equities
0.24%
Property
0.03%
Alternatives
0.35%

General Information

Fund Details
Type Description
AMP Investment Sol - AMP Future Directions Australian Fixed Interest
Closed
Australian Securities Administration Ltd
Bonds - Australia
Not Rated
Investment Fund
1 Jul 2003
n/a
$1.36162 (as at 22 Sep 2010)
$1.36162 (as at 22 Sep 2010)
Finalised
Offer information
Type Description
Minimum initial investment $10,000.00

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Ardea Australian Inflation Linked Bond Mutual Fund - Open End 12.05%
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FAQs about the AMP Investment Sol - AMP Future Directions Australian Fixed Interest

The objective of the AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund is To provide a total return (income and capital growth) after costs and before tax, above the return from the benchmark over a rolling three-year basis.

The strategy of the AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund is The Fund invests primarily in short and long term fixed income securities. The Fund takes a multi-manager approach, where specialist investment managers who demonstrate competitive advantages in their fields of investment, source investments for the Fund. In selecting managers for the Fund, we aim for diversification of managers across: types of managers, from boutique investment managers to those with long histories, and asset sectors within the fixed income asset class, where appropriate to the Fund's investment strategy.

The APIR code of the AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund is .

AMP Investment Sol - AMP Future Directions Australian Fixed Interest’s total return last month was -1.27%. This was made up of a growth return of -1.27% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Future Directions Australian Fixed Interest’s total return for the last three months was -0.76%. This was made up of a growth return of -0.76% and an income return of 0%%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Future Directions Australian Fixed Interest’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Future Directions Australian Fixed Interest’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2003.

The asset allocation of the AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund is :

Cash
1.14%
Fixed Interest
98.86%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund is Australian Securities Administration Ltd.

The AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund belongs to the Bonds - Australia sector/asset class.

As at , the size of the AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund was $ million.

The AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund has an inception date of 1 Jul 2003.

The current entry price of the AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund is $1.36162 per unit and the current exit price is $1.36162 per unit (as at 22 Sep 2010).

The current exit price of the AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund is $1.36162 per unit and the current entry price is $1.36162 per unit (as at 22 Sep 2010).

The minimum initial investment amount for the AMP Investment Sol - AMP Future Directions Australian Fixed Interest managed fund is $10,000.

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.