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  5. AMP Investment Sol - Colonial Wholesale Property Securities - Managed fund profile

AMP Investment Sol - Colonial Wholesale Property Securities - Managed Fund (Closed)

Fund Objective
To provide medium-to-long-term capital growth and income to the investor by investing in a portfolio of Australian listed property securities. The optionaims to outperform the S&P/ASX 200 A-REIT Accumulation Index over rolling three-year periods before fees and taxes.
Fund Strategy
The option's strategy is to bring together specialist resources in order to identify undervalued Australian real estate securities with minimal downside risk; sustainable earnings growth and good qualitative attributes. The option uses proprietary forecasting and valuation methodologies and a disciplined portfolio construction process with an over-riding focus on absolute and relative risk. The option invests predominantly in Australian securities and therefore does not hedge currency exposure.

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 1.95% -2.32% 0.17% 7.12% 8.11% 12.44% 9.67% -%
Growth return 1.95% -3.6% -5.05% -1.59% 0.05% 3.65% 1.75% -%
Income return 0% 1.28% 5.22% 8.71% 8.06% 8.79% 7.92% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 4.47% 9.86% 16.7% 14.49% 20.15% 15.35% 12.27% 9%
As at 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - Colonial Wholesale Property Securities
Cash
1.19%
Property & Infrastructure
98.81%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
2.41%
Property & Infrastructure
93.02%
Australian Equities
4.32%
International Equities
0.24%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP Investment Sol - Colonial Wholesale Property Securities (Wholesale)
Closed
Australian Securities Administration Ltd
Equity Australia Real Estate
Not Rated
Investment Fund
5 Jul 1994
n/a
$0.5706 (as at 12 Oct 2010)
$0.5683 (as at 12 Oct 2010)
Finalised
Offer information
Type Description
Minimum initial investment $1,500.00

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Goodman Group Equity - REIT 43.53%
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FAQs about the AMP Investment Sol - Colonial Wholesale Property Securities

The objective of the AMP Investment Sol - Colonial Wholesale Property Securities managed fund is To provide medium-to-long-term capital growth and income to the investor by investing in a portfolio of Australian listed property securities. The optionaims to outperform the S&P/ASX 200 A-REIT Accumulation Index over rolling three-year periods before fees and taxes.

The strategy of the AMP Investment Sol - Colonial Wholesale Property Securities managed fund is The option's strategy is to bring together specialist resources in order to identify undervalued Australian real estate securities with minimal downside risk; sustainable earnings growth and good qualitative attributes. The option uses proprietary forecasting and valuation methodologies and a disciplined portfolio construction process with an over-riding focus on absolute and relative risk. The option invests predominantly in Australian securities and therefore does not hedge currency exposure.

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

AMP Investment Sol - Colonial Wholesale Property Securities’s total return last month was 1.95%. This was made up of a growth return of 1.95% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - Colonial Wholesale Property Securities’s total return for the last three months was -2.32%. This was made up of a growth return of -3.6% and an income return of 1.28%%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - Colonial Wholesale Property Securities’s one-year total return is 7.12%. This was made up of a growth return of -1.59% and an income return of 8.71%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - Colonial Wholesale Property Securities’s one-year total return is 12.44%. This was made up of a growth return of 3.65% and an income return of 8.79%. These returns were calculated as at 31 Oct 2003.

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

Cash
1.19%
Property & Infrastructure
98.81%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

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

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

As at 31 Mar 2002, the size of the AMP Investment Sol - Colonial Wholesale Property Securities managed fund was $ million.

The AMP Investment Sol - Colonial Wholesale Property Securities managed fund has an inception date of 5 Jul 1994.

The current entry price of the AMP Investment Sol - Colonial Wholesale Property Securities managed fund is $0.5706 per unit and the current exit price is $0.5683 per unit (as at 12 Oct 2010).

The current exit price of the AMP Investment Sol - Colonial Wholesale Property Securities managed fund is $0.5683 per unit and the current entry price is $0.5706 per unit (as at 12 Oct 2010).

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