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AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund - Managed Fund (Closed)

Fund Objective
To provide capital growth with a medium/high-level of capital stability.
Fund Strategy
Invests in the Westpac Pooled Investment Trust - Managed Stable Fund. Maximum shares range is 37%.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 1.18% 6.51% 7.79% 15.45% 10.84% 9.67% -% -%
Growth return 1.18% 6.51% 7.79% 15.45% 10.84% 9.67% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 0.36% -0.19% 3.12% 6.99% 9.02% 8.52% 5.72% 6.52%
As at 31 Jul 1997. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
8.71%
Australian Equities
35.62%
International Equities
11.59%
Cash
6.47%
Property & Infrastructure
3.71%
Fixed Interest
33.90%

General Information

Fund Details
Type Description
AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund
Closed
AMP Life Limited
AMP0489AU
Multisector Balanced
Not Rated
Allocated Pension
5 Apr 1994
$0.5 million (as at 18 Aug 1997)
$1.2821 (as at 4 Sep 1997)
$1.2821 (as at 4 Sep 1997)
Finalised
Offer information
Type Description
Standard entry fee 4%
Minimum initial investment $20,000
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FAQs about the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund

The objective of the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund is To provide capital growth with a medium/high-level of capital stability.

The strategy of the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund is Invests in the Westpac Pooled Investment Trust - Managed Stable Fund. Maximum shares range is 37%.

The APIR code of the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund is AMP0489AU.

AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund’s total return last month was 1.18%. This was made up of a growth return of 1.18% and an income return of 0%. These returns were calculated as at 31 Jul 1997.

AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund’s total return for the last three months was 6.51%. This was made up of a growth return of 6.51% and an income return of 0%%. These returns were calculated as at 31 Jul 1997.

AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund’s one-year total return is 15.45%. This was made up of a growth return of 15.45% and an income return of 0%. These returns were calculated as at 31 Jul 1997.

AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund’s one-year total return is 9.67%. This was made up of a growth return of 9.67% and an income return of 0%. These returns were calculated as at 31 Jul 1997.

The asset allocation of the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund is AMP Life Limited.

The AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund belongs to the Multisector Balanced sector/asset class.

As at 18 Aug 1997, the size of the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund was $0.5 million.

The AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund has an inception date of 5 Apr 1994.

The current entry price of the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund is $1.2821 per unit and the current exit price is $1.2821 per unit (as at 4 Sep 1997).

The current exit price of the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund is $1.2821 per unit and the current entry price is $1.2821 per unit (as at 4 Sep 1997).

The minimum initial investment amount for the AMP - Multifund Flexible Income Plan - Westpac Managed Stable Fund managed fund is $20,000.

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.