InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP Investment Sol - AMP Property Securities Fu - Managed fund profile

AMP Investment Sol - AMP Property Securities Fu - Managed Fund (Closed)

Fund Objective
Aims to achieve tax effective income and long term capital growth.
Fund Strategy
The fund primarily invests in a diversified portfolio of direct property and property securities listed on the ASX.

Fund Performance Comparison

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

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% 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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.25% -3.48% -1.53% 4.82% 7.04% 10.04% 8.24% 9.09%
Growth return -0.25% -4.83% -6.51% -2.97% -1.11% 2.44% 1.2% 2.43%
Income return 0% 1.35% 4.98% 7.79% 8.15% 7.6% 7.04% 6.66%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
As at 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - AMP Property Securities Fu
Cash
0.61%
Property
99.39%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.64%
Property
94.20%
Australian Equities
3.78%
International Equities
0.35%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP Investment Sol - AMP Property Securities Fu
Closed
Australian Securities Administration Ltd
Equity Australia Real Estate
Not Rated
Investment Fund
11 Mar 1986
n/a
n/a
$0.3491 (as at 21 Jan 2011)
Finalised
Offer information
Type Description
Minimum initial investment $1,500.00

FAQs about the AMP Investment Sol - AMP Property Securities Fu

The objective of the AMP Investment Sol - AMP Property Securities Fu managed fund is Aims to achieve tax effective income and long term capital growth.

The strategy of the AMP Investment Sol - AMP Property Securities Fu managed fund is The fund primarily invests in a diversified portfolio of direct property and property securities listed on the ASX.

The APIR code of the AMP Investment Sol - AMP Property Securities Fu managed fund is .

AMP Investment Sol - AMP Property Securities Fu’s total return last month was -0.25%. This was made up of a growth return of -0.25% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Property Securities Fu’s total return for the last three months was -3.48%. This was made up of a growth return of -4.83% and an income return of 1.35%%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Property Securities Fu’s one-year total return is 4.82%. This was made up of a growth return of -2.97% and an income return of 7.79%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Property Securities Fu’s one-year total return is 10.04%. This was made up of a growth return of 2.44% and an income return of 7.6%. These returns were calculated as at 31 Oct 2003.

The asset allocation of the AMP Investment Sol - AMP Property Securities Fu managed fund is :

Cash
0.61%
Property
99.39%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

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

The AMP Investment Sol - AMP Property Securities Fu managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 28 Feb 2002, the size of the AMP Investment Sol - AMP Property Securities Fu managed fund was $ million.

The AMP Investment Sol - AMP Property Securities Fu managed fund has an inception date of 11 Mar 1986.

The current entry price of the AMP Investment Sol - AMP Property Securities Fu managed fund is $ per unit and the current exit price is $0.3491 per unit (as at 21 Jan 2011).

The current exit price of the AMP Investment Sol - AMP Property Securities Fu managed fund is $0.3491 per unit and the current entry price is $ per unit (as at 21 Jan 2011).

The minimum initial investment amount for the AMP Investment Sol - AMP Property Securities Fu 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.