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  5. AMP MultiFund Flexible Income Plan - WIM Global Bond - Managed fund profile

AMP MultiFund Flexible Income Plan - WIM Global Bond - Managed Fund (Closed)

Fund Objective
To generate capital and income return for investors seeking exposure to international fixed income markets, including Australia. The portfolio aims to outperform the Lehman Global Aggregate 500 Index (AUD hedged) over rolling 3-year periods.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 100% International Fixed Interest (0-100%).

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 -0.6% -0.72% -0.63% 2.84% -0.04% -% -% -%
Growth return -0.6% -0.72% -0.63% 2.84% -0.04% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.49% 1.25% 1.39% 2.84% 4.39% 2.5% -0.63% 1.95%
As at 31 May 2007. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP MultiFund Flexible Income Plan - WIM Global Bond
Cash
11.30%
Fixed Interest
88.70%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.48%
Fixed Interest
92.29%
Australian Equities
0.06%
International Equities
0.01%
Property & Infrastructure
0%
Alternatives
2.16%

General Information

Fund Details
Type Description
AMP MultiFund Flexible Income Plan - WIM Global Bond
Closed
AMP Life Limited
AMP0991AU
Bonds - Global
Not Rated
Allocated Pension
16 Mar 2005
n/a
$1.0671 (as at 3 Jul 2007)
$1.0671 (as at 3 Jul 2007)
Finalised
Offer information
Type Description
MER 2.11% (as at 31 Oct 2007)
Indirect Cost Ratio (ICR) 2.11% (as at 30 Sep 2006)
Minimum initial investment

Top 10 holdings (as at 31 Jan 2023)

Holding (as at 31 Jan 2023) Type % of Portfolio
Aud Cash(Alpha Committed) Cash - Currency 59.87%
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FAQs about the AMP MultiFund Flexible Income Plan - WIM Global Bond

The objective of the AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund is To generate capital and income return for investors seeking exposure to international fixed income markets, including Australia. The portfolio aims to outperform the Lehman Global Aggregate 500 Index (AUD hedged) over rolling 3-year periods.

The strategy of the AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund is The Funds benchmark asset allocation and ranges are: 100% International Fixed Interest (0-100%).

The APIR code of the AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund is AMP0991AU.

AMP MultiFund Flexible Income Plan - WIM Global Bond’s total return last month was -0.6%. This was made up of a growth return of -0.6% and an income return of 0%. These returns were calculated as at 31 May 2007.

AMP MultiFund Flexible Income Plan - WIM Global Bond’s total return for the last three months was -0.72%. This was made up of a growth return of -0.72% and an income return of 0%%. These returns were calculated as at 31 May 2007.

AMP MultiFund Flexible Income Plan - WIM Global Bond’s one-year total return is 2.84%. This was made up of a growth return of 2.84% and an income return of 0%. These returns were calculated as at 31 May 2007.

AMP MultiFund Flexible Income Plan - WIM Global Bond’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2007.

The asset allocation of the AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund is :

Cash
11.30%
Fixed Interest
88.70%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund is AMP Life Limited.

The AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund belongs to the Bonds - Global sector/asset class.

As at 31 May 2015, the size of the AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund was $ million.

The AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund has an inception date of 16 Mar 2005.

The current entry price of the AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund is $1.0671 per unit and the current exit price is $1.0671 per unit (as at 3 Jul 2007).

The current exit price of the AMP MultiFund Flexible Income Plan - WIM Global Bond managed fund is $1.0671 per unit and the current entry price is $1.0671 per unit (as at 3 Jul 2007).

The minimum initial investment amount for the AMP MultiFund Flexible Income Plan - WIM Global Bond 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.