AMP Investment Sol - Deutsche A Spectrum Strate - 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 0.9 1.92 4.33 10.35 4.37 5.34 - -
Growth return 0.9 1.92 4.23 10.24 4.32 4.58 - -
Income return 0 0 0.1 0.11 0.05 0.76 - -
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.07 0.23 0.51 1.43 1.68 1.7 1.88 2.82
As as 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - Deutsche A Spectrum Strate
Cash
1.64%
Alternatives
98.36%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
Cash
48.52%
Alternatives
22.77%
Australian Equities
9.14%
International Equities
8.56%
Property
1.42%
Fixed Interest
9.60%

General Information

Fund Details
Type Description
AMP Investment Sol - Deutsche A Spectrum Strate
Closed
Australian Securities Administration Ltd
Alternative Strategies
Not Rated
Investment Fund
8 Nov 1999
n/a
$0.9613 (as at 31 Aug 2010)
$0.9613 (as at 31 Aug 2010)
Fund Objective
Seek to deliver returns with low correlation to the broader equity and fixed income markets and other alternative strategies.
Fund Strategy
The Fund is a single manager fund that invests in the IB share class of the GCM Fund through the K2 Platform. As the Underlying Manager, Graham Capital Management has been engaged by K2 Advisors pursuant to a sub-advisor agreement to implement the GCM Fund's investment strategy.
Offer information
Type Description

Top 10 holdings (as at 31 Oct 2019)

Holding (as at 31 Oct 2019) Type % of Portfolio
K2 Gcm Liquid Quant Macro Fund Mutual Fund - Money Market 100%

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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81%^

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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%