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  5. AMP Investment Sol - AXA Wholesale US Equities Premier Growth - Managed fund profile

AMP Investment Sol - AXA Wholesale US Equities Premier Growth - Managed Fund (Closed)

Fund Objective
Aims to provide long-term capital growth and to outperform the S&P 500 Index, after costs and over rolling five year periods.
Fund Strategy
The Fund holds 40-60 stocks in large US-listed companies. Up to 20% of the Fund may be invested in non-US companies listed on US share markets. The Manager has appointed Alliance Capital Management Australia Limited as the investment manager for the Fund.

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 0.32% -4.19% -1.44% -11.32% -21.03% -% -% -%
Growth return 0.32% -4.19% -1.44% -11.32% -21.03% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (MSCI USA NR AUD)
Total return 0.27% 7.73% 3.69% 20.26% 20.53% 21% 16.77% 14.88%
As at 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - AXA Wholesale US Equities Premier Growth
International Equities
98.33%
Cash
1.67%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
International Equities
92.83%
Cash
0.85%
Property & Infrastructure
0.57%
Alternatives
5.76%

General Information

Fund Details
Type Description
AMP Investment Sol - AXA Wholesale US Equities Premier Growth (Wholesale)
Closed
Australian Securities Administration Ltd
Equity North America
Not Rated
Investment Fund
7 Mar 2001
n/a
$0.5522 (as at 26 May 2006)
$0.5483 (as at 26 May 2006)
Finalised
Offer information
Type Description
Minimum initial investment $1,500.00

Top 10 holdings (as at 30 Apr 2006)

Holding (as at 30 Apr 2006) Type % of Portfolio
Halliburton Company Equity 4.44%
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FAQs about the AMP Investment Sol - AXA Wholesale US Equities Premier Growth

The objective of the AMP Investment Sol - AXA Wholesale US Equities Premier Growth managed fund is Aims to provide long-term capital growth and to outperform the S&P 500 Index, after costs and over rolling five year periods.

The strategy of the AMP Investment Sol - AXA Wholesale US Equities Premier Growth managed fund is The Fund holds 40-60 stocks in large US-listed companies. Up to 20% of the Fund may be invested in non-US companies listed on US share markets. The Manager has appointed Alliance Capital Management Australia Limited as the investment manager for the Fund.

The APIR code of the AMP Investment Sol - AXA Wholesale US Equities Premier Growth managed fund is .

AMP Investment Sol - AXA Wholesale US Equities Premier Growth’s total return last month was 0.32%. This was made up of a growth return of 0.32% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AXA Wholesale US Equities Premier Growth’s total return for the last three months was -4.19%. This was made up of a growth return of -4.19% and an income return of 0%%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AXA Wholesale US Equities Premier Growth’s one-year total return is -11.32%. This was made up of a growth return of -11.32% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AXA Wholesale US Equities Premier Growth’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 - AXA Wholesale US Equities Premier Growth managed fund is :

International Equities
98.33%
Cash
1.67%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the AMP Investment Sol - AXA Wholesale US Equities Premier Growth managed fund is Australian Securities Administration Ltd.

The AMP Investment Sol - AXA Wholesale US Equities Premier Growth managed fund belongs to the Equity North America sector/asset class.

As at 31 Mar 2002, the size of the AMP Investment Sol - AXA Wholesale US Equities Premier Growth managed fund was $ million.

The AMP Investment Sol - AXA Wholesale US Equities Premier Growth managed fund has an inception date of 7 Mar 2001.

The current entry price of the AMP Investment Sol - AXA Wholesale US Equities Premier Growth managed fund is $0.5522 per unit and the current exit price is $0.5483 per unit (as at 26 May 2006).

The current exit price of the AMP Investment Sol - AXA Wholesale US Equities Premier Growth managed fund is $0.5483 per unit and the current entry price is $0.5522 per unit (as at 26 May 2006).

The minimum initial investment amount for the AMP Investment Sol - AXA Wholesale US Equities Premier Growth 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.