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  5. AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth - Managed fund profile

AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth - Managed Fund

Fund Objective
To achieve high relative capital growth over the long term through a diversified portfolio of global shares. This investment option features a portfolio that seeks to identify and exploit long term change in the global economy by recognising the themes likely to drive such change, investing in the shares likely to benefit.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 0% Cash (0-10%), 100% International Shares (90-100%).

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 3.13% 14.49% 19.27% 26.79% 12.93% 9.83% 12.23% 11.86%
Growth return 3.13% 14.49% 19.27% 26.79% 12.93% 9.83% 12.23% 11.86%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
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 - Zurich American Cent Global Growth
International Equities
92.44%
Cash
0.70%
Property
6.86%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
92.05%
Cash
3.01%
Property
1.80%
Australian Equities
3.12%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth
AMP Life Limited
AMP1063AU
Equity World Large Growth
starstarstarstar (as at 31 Mar 2024)
Allocated Pension
3 Sep 2005
$1.37 million (as at 31 Dec 2019)
$1.70078 (as at 18 Apr 2024)
$1.70078 (as at 18 Apr 2024)
Open
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 0.77% (as at 30 Jun 2016)
Minimum initial investment

Top 10 holdings (as at 30 Jun 2022)

Holding (as at 30 Jun 2022) Type % of Portfolio
Microsoft Corp Equity 4.95%
Login now to view the complete list of holdings.

FAQs about the AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth

The objective of the AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth managed fund is To achieve high relative capital growth over the long term through a diversified portfolio of global shares. This investment option features a portfolio that seeks to identify and exploit long term change in the global economy by recognising the themes likely to drive such change, investing in the shares likely to benefit.

The strategy of the AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth managed fund is The Funds benchmark asset allocation and ranges are: 0% Cash (0-10%), 100% International Shares (90-100%).

The APIR code of the AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth managed fund is AMP1063AU.

AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth’s total return last month was 3.13%. This was made up of a growth return of 3.13% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth’s total return for the last three months was 14.49%. This was made up of a growth return of 14.49% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth’s one-year total return is 26.79%. This was made up of a growth return of 26.79% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth’s one-year total return is 9.83%. This was made up of a growth return of 9.83% 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 - Zurich American Cent Global Growth managed fund is :

International Equities
92.44%
Cash
0.70%
Property
6.86%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth managed fund is AMP Life Limited.

The AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Dec 2019, the size of the AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth managed fund was $1.37 million.

The AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth managed fund has an inception date of 3 Sep 2005.

The current entry price of the AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth managed fund is $1.70078 per unit and the current exit price is $1.70078 per unit (as at 18 Apr 2024).

The current exit price of the AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth managed fund is $1.70078 per unit and the current entry price is $1.70078 per unit (as at 18 Apr 2024).

The minimum initial investment amount for the AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth 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.