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  5. AMP - MultiFund - SB - BT Active Balanced - Managed fund profile

AMP - MultiFund - SB - BT Active Balanced - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

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 -2.05% -0.75% 0.72% 7.17% -1.28% 4% 2.53% 4.43%
Growth return -2.05% -0.75% 0.72% 7.17% -1.28% 4% 2.53% 4.43%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 30 Sep 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - MultiFund - SB - BT Active Balanced
Australian Equities
28.08%
International Equities
32.58%
Cash
4.55%
Property
4.34%
Fixed Interest
16.36%
Alternatives
14.08%
Average Allocation of Peers
Australian Equities
27.46%
International Equities
32.99%
Cash
6.66%
Property
6.79%
Fixed Interest
21.86%
Alternatives
4.24%

General Information

Fund Details
Type Description
AMP - MultiFund - SB - BT Active Balanced
Closed
AMP Life Limited
AMP0135AU
Multisector Growth
starstar (as at 30 Sep 2023)
Superannuation Fund
11 Apr 1995
$3.67 million (as at 31 Dec 2019)
$3.85779 (as at 27 Oct 2023)
$3.85779 (as at 27 Oct 2023)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.62% (as at 30 Jun 2016)

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
BHP Group Ltd Equity 3.09%
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FAQs about the AMP - MultiFund - SB - BT Active Balanced

The objective of the AMP - MultiFund - SB - BT Active Balanced managed fund is N/A

The strategy of the AMP - MultiFund - SB - BT Active Balanced managed fund is N/A

The APIR code of the AMP - MultiFund - SB - BT Active Balanced managed fund is AMP0135AU.

AMP - MultiFund - SB - BT Active Balanced’s total return last month was -2.05%. This was made up of a growth return of -2.05% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

AMP - MultiFund - SB - BT Active Balanced’s total return for the last three months was -0.75%. This was made up of a growth return of -0.75% and an income return of 0%%. These returns were calculated as at 30 Sep 2023.

AMP - MultiFund - SB - BT Active Balanced’s one-year total return is 7.17%. This was made up of a growth return of 7.17% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

AMP - MultiFund - SB - BT Active Balanced’s one-year total return is 4%. This was made up of a growth return of 4% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

The asset allocation of the AMP - MultiFund - SB - BT Active Balanced managed fund is :

Australian Equities
28.08%
International Equities
32.58%
Cash
4.55%
Property
4.34%
Fixed Interest
16.36%
Alternatives
14.08%

The Responsible Entity for the AMP - MultiFund - SB - BT Active Balanced managed fund is AMP Life Limited.

The AMP - MultiFund - SB - BT Active Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Dec 2019, the size of the AMP - MultiFund - SB - BT Active Balanced managed fund was $3.67 million.

The AMP - MultiFund - SB - BT Active Balanced managed fund has an inception date of 11 Apr 1995.

The current entry price of the AMP - MultiFund - SB - BT Active Balanced managed fund is $3.85779 per unit and the current exit price is $3.85779 per unit (as at 27 Oct 2023).

The current exit price of the AMP - MultiFund - SB - BT Active Balanced managed fund is $3.85779 per unit and the current entry price is $3.85779 per unit (as at 27 Oct 2023).

The minimum initial investment amount for the AMP - MultiFund - SB - BT Active Balanced 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.