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  5. AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative - Managed fund profile

AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative - Managed Fund (Closed)

Fund Objective
The portfolio aims to achieve a rate of return above inflation after costs over a three to five-year period.
Fund Strategy
To provide moderate returns over the medium term through a diversified portfolio of assets such as fixed interest, shares, property and alternative 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 -1.83% -0.83% 0.37% 4.77% -2.22% 2.19% 1.76% 3.64%
Growth return -1.83% -0.83% 0.37% 4.77% -2.22% 2.19% 1.76% 3.64%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.01% 4.52% 10.56% 10.77% 4.44% 4.22% 5.24% 6.13%
As at 30 Sep 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative
Australian Equities
18.65%
International Equities
32.42%
Cash
10.11%
Property
5.83%
Fixed Interest
30.32%
Alternatives
2.66%
Average Allocation of Peers
Australian Equities
16.67%
International Equities
26.63%
Cash
9.30%
Property
4.39%
Fixed Interest
36.85%
Alternatives
6.17%

General Information

Fund Details
Type Description
AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative
Closed
AMP Life Limited
AMP0710AU
Multisector Balanced
star (as at 30 Sep 2023)
Allocated Pension
1 Jan 2004
$6.45 million (as at 31 Dec 2019)
$2.44279 (as at 27 Oct 2023)
$2.44279 (as at 27 Oct 2023)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.74% (as at 30 Jun 2016)
Performance fee (not included in ICR) 0.04
Minimum initial investment

Top 10 holdings (as at 30 Sep 2023)

Holding (as at 30 Sep 2023) Type % of Portfolio
Vinva Australian Equity Alpha Extension Fund Equity 2.09%
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FAQs about the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative

The objective of the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund is The portfolio aims to achieve a rate of return above inflation after costs over a three to five-year period.

The strategy of the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund is To provide moderate returns over the medium term through a diversified portfolio of assets such as fixed interest, shares, property and alternative assets.

The APIR code of the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund is AMP0710AU.

AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative’s total return last month was -1.83%. This was made up of a growth return of -1.83% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative’s total return for the last three months was -0.83%. This was made up of a growth return of -0.83% and an income return of 0%%. These returns were calculated as at 30 Sep 2023.

AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative’s one-year total return is 4.77%. This was made up of a growth return of 4.77% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative’s one-year total return is 2.19%. This was made up of a growth return of 2.19% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

The asset allocation of the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund is :

Australian Equities
18.65%
International Equities
32.42%
Cash
10.11%
Property
5.83%
Fixed Interest
30.32%
Alternatives
2.66%

The Responsible Entity for the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund is AMP Life Limited.

The AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Dec 2019, the size of the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund was $6.45 million.

The AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund has an inception date of 1 Jan 2004.

The current entry price of the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund is $2.44279 per unit and the current exit price is $2.44279 per unit (as at 27 Oct 2023).

The current exit price of the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative managed fund is $2.44279 per unit and the current entry price is $2.44279 per unit (as at 27 Oct 2023).

The minimum initial investment amount for the AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative 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.