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AMP Investment Sol - Credit Suisse Capital Growth - Managed Fund (Closed)

Fund Objective
To achieve a real return equivalent to 5% per annum above inflation (before fees) over a full market cycle (generally 3 to 5 years).
Fund Strategy
The Fund will apply dynamic asset allocation to a diversified portfolio of traditional and alternative assets, without reference to a benchmark. The Fund may shift its investments quickly and significantly, based on valuations and expected returns, and may completely divest from a particular asset class.

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 1.71% 1.75% 6.55% 5.83% -1.44% -1.85% 4.39% -%
Growth return 1.71% 1.75% 2.77% 0.27% -6.18% -6.31% -0.47% -%
Income return 0% 0% 3.78% 5.56% 4.74% 4.46% 4.86% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.38% -0.09% 4.07% 8.34% 11.24% 10.63% 8.07% 8.42%
As at 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - Credit Suisse Capital Growth
Australian Equities
14.96%
International Equities
26.55%
Cash
57.13%
Alternatives
1.35%
Property & Infrastructure
0%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
27.74%
International Equities
34.62%
Cash
5.17%
Alternatives
5.84%
Property & Infrastructure
6.27%
Fixed Interest
20.37%

General Information

Fund Details
Type Description
AMP Investment Sol - Credit Suisse Capital Growth
Closed
Australian Securities Administration Ltd
Multisector Growth
Not Rated
Investment Fund
7 Jun 1994
n/a
$1.4572 (as at 26 Feb 2010)
$1.45 (as at 26 Feb 2010)
Finalised
Offer information
Type Description
Minimum initial investment $1,500.00

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
December 25 Calls On As51 Equity Index - Option (Call) 12.07%
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FAQs about the AMP Investment Sol - Credit Suisse Capital Growth

The objective of the AMP Investment Sol - Credit Suisse Capital Growth managed fund is To achieve a real return equivalent to 5% per annum above inflation (before fees) over a full market cycle (generally 3 to 5 years).

The strategy of the AMP Investment Sol - Credit Suisse Capital Growth managed fund is The Fund will apply dynamic asset allocation to a diversified portfolio of traditional and alternative assets, without reference to a benchmark. The Fund may shift its investments quickly and significantly, based on valuations and expected returns, and may completely divest from a particular asset class.

The APIR code of the AMP Investment Sol - Credit Suisse Capital Growth managed fund is .

AMP Investment Sol - Credit Suisse Capital Growth’s total return last month was 1.71%. This was made up of a growth return of 1.71% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - Credit Suisse Capital Growth’s total return for the last three months was 1.75%. This was made up of a growth return of 1.75% and an income return of 0%%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - Credit Suisse Capital Growth’s one-year total return is 5.83%. This was made up of a growth return of 0.27% and an income return of 5.56%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - Credit Suisse Capital Growth’s one-year total return is -1.85%. This was made up of a growth return of -6.31% and an income return of 4.46%. These returns were calculated as at 31 Oct 2003.

The asset allocation of the AMP Investment Sol - Credit Suisse Capital Growth managed fund is :

Australian Equities
14.96%
International Equities
26.55%
Cash
57.13%
Alternatives
1.35%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the AMP Investment Sol - Credit Suisse Capital Growth managed fund is Australian Securities Administration Ltd.

The AMP Investment Sol - Credit Suisse Capital Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2002, the size of the AMP Investment Sol - Credit Suisse Capital Growth managed fund was $ million.

The AMP Investment Sol - Credit Suisse Capital Growth managed fund has an inception date of 7 Jun 1994.

The current entry price of the AMP Investment Sol - Credit Suisse Capital Growth managed fund is $1.4572 per unit and the current exit price is $1.45 per unit (as at 26 Feb 2010).

The current exit price of the AMP Investment Sol - Credit Suisse Capital Growth managed fund is $1.45 per unit and the current entry price is $1.4572 per unit (as at 26 Feb 2010).

The minimum initial investment amount for the AMP Investment Sol - Credit Suisse Capital 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.