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  5. AMP - Multifund Flexible Income Plan - AMP Australian Bond - Managed fund profile

AMP - Multifund Flexible Income Plan - AMP Australian Bond - Managed Fund

Fund Objective
To provide a total return (income and capital growth) after costs and before-tax, above the UBS Composite Bond (All Maturities) Index on a rolling 12 month basis.
Fund Strategy
The portfolio invests primarily in Australian Government bonds and credit securities and the portfolio may also invest in global fixed income securities, and derivatives in global fixed income markets, which may also include a small exposure to emerging markets. Exposure to global fixed interest securities will principally be hedged back to Australian dollars.

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 1.04% 0.9% 4.6% 0.92% 0.05% -2.13% -0.63% 1.33%
Growth return 1.04% 0.9% 4.6% 0.92% 0.05% -2.13% -0.63% 1.33%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 1.12% 1.03% 4.85% 1.47% 0.91% -1.29% 0.17% 2.59%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Multifund Flexible Income Plan - AMP Australian Bond
Cash
7.15%
Fixed Interest
92.85%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
3.22%
Fixed Interest
95.56%
Australian Equities
0.60%
International Equities
0.24%
Property
0.03%
Alternatives
0.35%

General Information

Fund Details
Type Description
AMP - Multifund Flexible Income Plan - AMP Australian Bond
AMP Life Limited
AMP0356AU
Bonds - Australia
starstar (as at 31 Mar 2024)
Allocated Pension
14 Feb 2000
$4.55 million (as at 31 Dec 2019)
$2.34673 (as at 19 Apr 2024)
$2.34673 (as at 19 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.30% (as at 30 Jun 2016)
Minimum initial investment

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
Australia (Commonwealth Of) Regs Bond - Undefined 13.76%
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FAQs about the AMP - Multifund Flexible Income Plan - AMP Australian Bond

The objective of the AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund is To provide a total return (income and capital growth) after costs and before-tax, above the UBS Composite Bond (All Maturities) Index on a rolling 12 month basis.

The strategy of the AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund is The portfolio invests primarily in Australian Government bonds and credit securities and the portfolio may also invest in global fixed income securities, and derivatives in global fixed income markets, which may also include a small exposure to emerging markets. Exposure to global fixed interest securities will principally be hedged back to Australian dollars.

The APIR code of the AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund is AMP0356AU.

AMP - Multifund Flexible Income Plan - AMP Australian Bond’s total return last month was 1.04%. This was made up of a growth return of 1.04% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - Multifund Flexible Income Plan - AMP Australian Bond’s total return for the last three months was 0.9%. This was made up of a growth return of 0.9% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP - Multifund Flexible Income Plan - AMP Australian Bond’s one-year total return is 0.92%. This was made up of a growth return of 0.92% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - Multifund Flexible Income Plan - AMP Australian Bond’s one-year total return is -2.13%. This was made up of a growth return of -2.13% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund is :

Cash
7.15%
Fixed Interest
92.85%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund is AMP Life Limited.

The AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 Dec 2019, the size of the AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund was $4.55 million.

The AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund has an inception date of 14 Feb 2000.

The current entry price of the AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund is $2.34673 per unit and the current exit price is $2.34673 per unit (as at 19 Apr 2024).

The current exit price of the AMP - Multifund Flexible Income Plan - AMP Australian Bond managed fund is $2.34673 per unit and the current entry price is $2.34673 per unit (as at 19 Apr 2024).

The minimum initial investment amount for the AMP - Multifund Flexible Income Plan - AMP Australian Bond 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.