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  5. AMP - Multifund Flexible Income Plan - BT Active Balanced - Managed fund profile

AMP - Multifund Flexible Income Plan - 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 3.59% -3.02% -1.21% -10.45% -0.22% 4.04% 8.15% 5.56%
Growth return 3.59% -3.02% -1.21% -10.45% -0.22% 4.04% 8.15% 5.56%
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 31 Aug 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Multifund Flexible Income Plan - 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
32.93%
Cash
6.94%
Property
6.78%
Fixed Interest
21.66%
Alternatives
4.24%

General Information

Fund Details
Type Description
AMP - Multifund Flexible Income Plan - BT Active Balanced
Closed
AMP Life Limited
AMP0487AU
Multisector Growth
starstarstar (as at 31 Aug 2008)
Allocated Pension
5 Apr 1994
n/a
n/a
$2.4681 (as at 11 Sep 2008)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 2.64% (as at 30 Sep 2006)
Minimum initial investment

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 Flexible Income Plan - BT Active Balanced

The objective of the AMP - Multifund Flexible Income Plan - BT Active Balanced managed fund is N/A

The strategy of the AMP - Multifund Flexible Income Plan - BT Active Balanced managed fund is N/A

The APIR code of the AMP - Multifund Flexible Income Plan - BT Active Balanced managed fund is AMP0487AU.

AMP - Multifund Flexible Income Plan - BT Active Balanced’s total return last month was 3.59%. This was made up of a growth return of 3.59% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

AMP - Multifund Flexible Income Plan - BT Active Balanced’s total return for the last three months was -3.02%. This was made up of a growth return of -3.02% and an income return of 0%%. These returns were calculated as at 31 Aug 2008.

AMP - Multifund Flexible Income Plan - BT Active Balanced’s one-year total return is -10.45%. This was made up of a growth return of -10.45% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

AMP - Multifund Flexible Income Plan - BT Active Balanced’s one-year total return is 4.04%. This was made up of a growth return of 4.04% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

The asset allocation of the AMP - Multifund Flexible Income Plan - 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 Flexible Income Plan - BT Active Balanced managed fund is AMP Life Limited.

The AMP - Multifund Flexible Income Plan - BT Active Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Jan 2015, the size of the AMP - Multifund Flexible Income Plan - BT Active Balanced managed fund was $ million.

The AMP - Multifund Flexible Income Plan - BT Active Balanced managed fund has an inception date of 5 Apr 1994.

The current entry price of the AMP - Multifund Flexible Income Plan - BT Active Balanced managed fund is $ per unit and the current exit price is $2.4681 per unit (as at 11 Sep 2008).

The current exit price of the AMP - Multifund Flexible Income Plan - BT Active Balanced managed fund is $2.4681 per unit and the current entry price is $ per unit (as at 11 Sep 2008).

The minimum initial investment amount for the AMP - Multifund Flexible Income Plan - BT Active Balanced 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.