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  5. AMP - MultiFund - Trustee - BT Diversified Balanced - Managed fund profile

AMP - MultiFund - Trustee - BT Diversified Balanced - Managed Fund (Closed)

Fund Objective
To maintain the real value of assets by achieving an average long-term rate of return which exceeds inflation.
Fund Strategy
Invests in a diversified portfolio of assets with a bias towards growth assets.

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 2.41% 5.12% 7.19% 14.5% 8.16% 3.27% 3.8% -%
Growth return 2.41% 5.12% 7.19% 14.5% 8.16% 3.27% 3.8% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Nov 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - MultiFund - Trustee - BT Diversified Balanced
Australian Equities
39%
International Equities
25%
Cash
5%
Property & Infrastructure
10%
Fixed Interest
21%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.26%
Cash
6.12%
Property & Infrastructure
6.35%
Fixed Interest
20.99%
Alternatives
4.01%

General Information

Fund Details
Type Description
AMP - MultiFund - Trustee - BT Diversified Balanced
Closed
AMP Life Limited
AMP0096AU
Multisector Growth
Not Rated
Superannuation Fund
10 Apr 1995
$0 million (as at 31 Oct 2005)
n/a
$1.8539 (as at 22 Dec 2004)
Finalised
Offer information
Type Description

FAQs about the AMP - MultiFund - Trustee - BT Diversified Balanced

The objective of the AMP - MultiFund - Trustee - BT Diversified Balanced managed fund is To maintain the real value of assets by achieving an average long-term rate of return which exceeds inflation.

The strategy of the AMP - MultiFund - Trustee - BT Diversified Balanced managed fund is Invests in a diversified portfolio of assets with a bias towards growth assets.

The APIR code of the AMP - MultiFund - Trustee - BT Diversified Balanced managed fund is AMP0096AU.

AMP - MultiFund - Trustee - BT Diversified Balanced’s total return last month was 2.41%. This was made up of a growth return of 2.41% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP - MultiFund - Trustee - BT Diversified Balanced’s total return for the last three months was 5.12%. This was made up of a growth return of 5.12% and an income return of 0%%. These returns were calculated as at 30 Nov 2004.

AMP - MultiFund - Trustee - BT Diversified Balanced’s one-year total return is 14.5%. This was made up of a growth return of 14.5% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP - MultiFund - Trustee - BT Diversified Balanced’s one-year total return is 3.27%. This was made up of a growth return of 3.27% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

The asset allocation of the AMP - MultiFund - Trustee - BT Diversified Balanced managed fund is :

Australian Equities
39%
International Equities
25%
Cash
5%
Property & Infrastructure
10%
Fixed Interest
21%
Alternatives
0%

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

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

As at 31 Oct 2005, the size of the AMP - MultiFund - Trustee - BT Diversified Balanced managed fund was $0 million.

The AMP - MultiFund - Trustee - BT Diversified Balanced managed fund has an inception date of 10 Apr 1995.

The current entry price of the AMP - MultiFund - Trustee - BT Diversified Balanced managed fund is $ per unit and the current exit price is $1.8539 per unit (as at 22 Dec 2004).

The current exit price of the AMP - MultiFund - Trustee - BT Diversified Balanced managed fund is $1.8539 per unit and the current entry price is $ per unit (as at 22 Dec 2004).

The minimum initial investment amount for the AMP - MultiFund - Trustee - BT Diversified 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.