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  5. AMP - MultiFund - RO - Invesco Protected Growth - Managed fund profile

AMP - MultiFund - RO - Invesco Protected Growth - Managed Fund (Closed)

Fund Objective
To participate in the potentially higher returns from growth assets such as shares over medium- to longer-term while protecting the value of the capital invested so as to avoid a negative return over any full financial year.
Fund Strategy
Invests in a substantial level of fixed interest with some exposure to growth assets, through the County Superannuation Corporate Trust-June Protected Growth Fund. Investment strategy range: growth investments 0-50%, interest-bearing investments 50-100%. Maximum range for shares is 50%.

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 0.62% 1.57% 2.97% 6.65% 3.82% 2.48% 2.75% 4.67%
Growth return 0.62% 1.57% 2.97% 6.65% 3.82% 2.48% 2.75% 4.67%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 30 Nov 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - MultiFund - RO - Invesco Protected Growth
Australian Equities
7%
International Equities
5%
Cash
74%
Property & Infrastructure
4%
Fixed Interest
10%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.90%
International Equities
14.96%
Cash
15.06%
Property & Infrastructure
3.69%
Fixed Interest
49.80%
Alternatives
5.60%

General Information

Fund Details
Type Description
AMP - MultiFund - RO - Invesco Protected Growth
Closed
AMP Life Limited
AMP0750AU
Multisector Moderate
Not Rated
Superannuation Fund
8 Nov 1993
$0.56 million (as at 30 Nov 2004)
n/a
$1.5537 (as at 22 Dec 2004)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the AMP - MultiFund - RO - Invesco Protected Growth

The objective of the AMP - MultiFund - RO - Invesco Protected Growth managed fund is To participate in the potentially higher returns from growth assets such as shares over medium- to longer-term while protecting the value of the capital invested so as to avoid a negative return over any full financial year.

The strategy of the AMP - MultiFund - RO - Invesco Protected Growth managed fund is Invests in a substantial level of fixed interest with some exposure to growth assets, through the County Superannuation Corporate Trust-June Protected Growth Fund. Investment strategy range: growth investments 0-50%, interest-bearing investments 50-100%. Maximum range for shares is 50%.

The APIR code of the AMP - MultiFund - RO - Invesco Protected Growth managed fund is AMP0750AU.

AMP - MultiFund - RO - Invesco Protected Growth’s total return last month was 0.62%. This was made up of a growth return of 0.62% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP - MultiFund - RO - Invesco Protected Growth’s total return for the last three months was 1.57%. This was made up of a growth return of 1.57% and an income return of 0%%. These returns were calculated as at 30 Nov 2004.

AMP - MultiFund - RO - Invesco Protected Growth’s one-year total return is 6.65%. This was made up of a growth return of 6.65% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP - MultiFund - RO - Invesco Protected Growth’s one-year total return is 2.48%. This was made up of a growth return of 2.48% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

The asset allocation of the AMP - MultiFund - RO - Invesco Protected Growth managed fund is :

Australian Equities
7%
International Equities
5%
Cash
74%
Property & Infrastructure
4%
Fixed Interest
10%
Alternatives
0%

The Responsible Entity for the AMP - MultiFund - RO - Invesco Protected Growth managed fund is AMP Life Limited.

The AMP - MultiFund - RO - Invesco Protected Growth managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Nov 2004, the size of the AMP - MultiFund - RO - Invesco Protected Growth managed fund was $0.56 million.

The AMP - MultiFund - RO - Invesco Protected Growth managed fund has an inception date of 8 Nov 1993.

The current entry price of the AMP - MultiFund - RO - Invesco Protected Growth managed fund is $ per unit and the current exit price is $1.5537 per unit (as at 22 Dec 2004).

The current exit price of the AMP - MultiFund - RO - Invesco Protected Growth managed fund is $1.5537 per unit and the current entry price is $ per unit (as at 22 Dec 2004).

The minimum initial investment amount for the AMP - MultiFund - RO - Invesco Protected Growth managed fund is $0.

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.