AMP Investment Sol - BT Ethical Conservative - Managed Fund

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.

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 0.57 2.36 5.13 7.93 3.94 5.34 6.21 6.52
Growth return 0.57 2.36 1.18 1.11 -1.51 -1.84 -0.9 -0.08
Income return 0 0 3.95 6.82 5.45 7.18 7.11 6.6
Market index (Morningstar Aus Msec Moderate TR AUD)
Total return 1.26 1.4 5.1 12.02 6.81 6.91 6.02 6.63
As as 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - BT Ethical Conservative
Australian Equities
10.68%
International Equities
10.77%
Cash
20.95%
Property
4.75%
Fixed Interest
37.38%
Alternatives
15.47%
Average Allocation of Peers
Australian Equities
12.03%
International Equities
12.56%
Cash
20.48%
Property
4.11%
Fixed Interest
44.69%
Alternatives
6.13%

General Information

Fund Details
Type Description
AMP Investment Sol - BT Ethical Conservative
Closed
Australian Securities Administration Ltd
Multisector Moderate
Not Rated
Investment Fund
21 Sep 1989
n/a
$1.2678 (as at 11 Oct 2010)
$1.2652 (as at 11 Oct 2010)
Fund Objective
The Fund aims to provide a real return over inflation over the medium term to meet the objectives of conservative investors including tax exempt entities whilst screening for investments which meet the Fund's sustainable guidelines.
Fund Strategy
This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept some variability of returns. The Fund invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund may also use derivatives. The Fund has a higher weighting towards defensive assets, such as fixed interest and cash.
Offer information
Type Description

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%