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  5. AMP Wealth Moderate Growth - Managed fund profile

AMP Wealth Moderate Growth - Managed Fund (Closed)

Fund Objective
To provide returns greater than those from cash or bonds over the medium to long term.
Fund Strategy
Investors seeking to achieve moderate returns from a balance of income and capital growth over the medium to long term by investing in a diversified mix of growth and defensive assets. Capital stability is still a priority, however investors are willing to accept some risk and low levels of volatility to achieve these returns.

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 -0.96% -0.51% 1.07% -2.62% 1.37% 2.39% 3.78% 5.42%
Growth return 0.55% 2.82% 6.16% 10.69% 6.4% 5.97% 1.94% 6.57%
Income return -1.51% -3.33% -5.09% -13.31% -5.03% -3.58% 1.84% -1.15%
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 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Wealth Moderate Growth
Australian Equities
18.03%
International Equities
25.52%
Cash
11.24%
Property
6.06%
Fixed Interest
28.67%
Alternatives
10.49%
Average Allocation of Peers
Australian Equities
16.68%
International Equities
26.52%
Cash
9.81%
Property
4.39%
Fixed Interest
36.44%
Alternatives
6.16%

General Information

Fund Details
Type Description
AMP Wealth Moderate Growth (Wholesale)
Closed
AMP Capital Investors Limited
Multisector Balanced
starstarstarstar (as at 30 Apr 2021)
Superannuation Fund
20 Dec 1995
$899.35 million (as at 28 Feb 2023)
$4.28737 (as at 29 Apr 2011)
$4.25351 (as at 29 Apr 2011)
Finalised
Offer information
Type Description
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount

FAQs about the AMP Wealth Moderate Growth

The objective of the AMP Wealth Moderate Growth managed fund is To provide returns greater than those from cash or bonds over the medium to long term.

The strategy of the AMP Wealth Moderate Growth managed fund is Investors seeking to achieve moderate returns from a balance of income and capital growth over the medium to long term by investing in a diversified mix of growth and defensive assets. Capital stability is still a priority, however investors are willing to accept some risk and low levels of volatility to achieve these returns.

The APIR code of the AMP Wealth Moderate Growth managed fund is .

AMP Wealth Moderate Growth’s total return last month was -0.96%. This was made up of a growth return of 0.55% and an income return of -1.51%. These returns were calculated as at 28 Feb 2023.

AMP Wealth Moderate Growth’s total return for the last three months was -0.51%. This was made up of a growth return of 2.82% and an income return of -3.33%%. These returns were calculated as at 28 Feb 2023.

AMP Wealth Moderate Growth’s one-year total return is -2.62%. This was made up of a growth return of 10.69% and an income return of -13.31%. These returns were calculated as at 28 Feb 2023.

AMP Wealth Moderate Growth’s one-year total return is 2.39%. This was made up of a growth return of 5.97% and an income return of -3.58%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the AMP Wealth Moderate Growth managed fund is :

Australian Equities
18.03%
International Equities
25.52%
Cash
11.24%
Property
6.06%
Fixed Interest
28.67%
Alternatives
10.49%

The Responsible Entity for the AMP Wealth Moderate Growth managed fund is AMP Capital Investors Limited.

The AMP Wealth Moderate Growth managed fund belongs to the Multisector Balanced sector/asset class.

As at 28 Feb 2023, the size of the AMP Wealth Moderate Growth managed fund was $899.35 million.

The AMP Wealth Moderate Growth managed fund has an inception date of 20 Dec 1995.

The current entry price of the AMP Wealth Moderate Growth managed fund is $4.28737 per unit and the current exit price is $4.25351 per unit (as at 29 Apr 2011).

The current exit price of the AMP Wealth Moderate Growth managed fund is $4.25351 per unit and the current entry price is $4.28737 per unit (as at 29 Apr 2011).

The minimum initial investment amount for the AMP Wealth Moderate Growth managed fund is $10,000,000. Minimum additional investment is $100000.

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.