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  5. AMP Investment Sol - BT Wholesale International Share - Managed fund profile

AMP Investment Sol - BT Wholesale International Share - Managed Fund (Closed)

Fund Objective
To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.
Fund Strategy
The Investment Option is actively managed and seeks what the manager perceives to be the best investment opportunities within a broad range of international investments. Whilst the Investment Option can invest in any international sharemarket that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Investment Option may also hold cash and derivatives.

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 1.32% 0.96% 6.37% -5.48% -15.36% -19.82% -1.85% -%
Growth return 1.32% 0.8% 6.03% -6.14% -15.92% -20.97% -7.02% -%
Income return 0% 0.16% 0.34% 0.66% 0.56% 1.15% 5.17% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
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
International Equities
95.48%
Australian Equities
1.45%
Cash
1.77%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
AMP Investment Sol - BT Wholesale International Share (Wholesale)
Closed
Australian Securities Administration Ltd
Equity World Large Blend
Not Rated
Investment Fund
26 Aug 1996
n/a
$0.6269 (as at 8 Oct 2010)
$0.6244 (as at 8 Oct 2010)
Finalised
Offer information
Type Description

FAQs about the AMP Investment Sol - BT Wholesale International Share

The objective of the AMP Investment Sol - BT Wholesale International Share managed fund is To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.

The strategy of the AMP Investment Sol - BT Wholesale International Share managed fund is The Investment Option is actively managed and seeks what the manager perceives to be the best investment opportunities within a broad range of international investments. Whilst the Investment Option can invest in any international sharemarket that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Investment Option may also hold cash and derivatives.

The APIR code of the AMP Investment Sol - BT Wholesale International Share managed fund is .

AMP Investment Sol - BT Wholesale International Share’s total return last month was 1.32%. This was made up of a growth return of 1.32% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - BT Wholesale International Share’s total return for the last three months was 0.96%. This was made up of a growth return of 0.8% and an income return of 0.16%%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - BT Wholesale International Share’s one-year total return is -5.48%. This was made up of a growth return of -6.14% and an income return of 0.66%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - BT Wholesale International Share’s one-year total return is -19.82%. This was made up of a growth return of -20.97% and an income return of 1.15%. These returns were calculated as at 31 Oct 2003.

The asset allocation of the AMP Investment Sol - BT Wholesale International Share managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP Investment Sol - BT Wholesale International Share managed fund is Australian Securities Administration Ltd.

The AMP Investment Sol - BT Wholesale International Share managed fund belongs to the Equity World Large Blend sector/asset class.

As at , the size of the AMP Investment Sol - BT Wholesale International Share managed fund was $ million.

The AMP Investment Sol - BT Wholesale International Share managed fund has an inception date of 26 Aug 1996.

The current entry price of the AMP Investment Sol - BT Wholesale International Share managed fund is $0.6269 per unit and the current exit price is $0.6244 per unit (as at 8 Oct 2010).

The current exit price of the AMP Investment Sol - BT Wholesale International Share managed fund is $0.6244 per unit and the current entry price is $0.6269 per unit (as at 8 Oct 2010).

The minimum initial investment amount for the AMP Investment Sol - BT Wholesale International Share managed fund is $.

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.