AMP MultiFund Flexible Income Plan - WIM Global Bond - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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

{{ fund.fees * 100 | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.

Don't let high fees kill your returns

The {{ modelPortfolio.name }} portfolio has fair and transparent fees to help you keep more money in your pocket.

View our Fund

Don't let high fees kill your returns

Build a diversified portfolio to match your needs with our range of low cost investment options.

View our funds

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 (BBgBarc Global Aggregate TR Hdg AUD)
Total return 0.45 -0.16 0.32 0.45 2.11 2.99 4.44 6.47
As as 31 May 2007. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Fixed Interest
88.70%
Cash
11.30%

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)
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%).
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.11% (as at 30 Sep 2006)
Minimum initial investment

Top 10 holdings (as at 30 Nov 2018)

Holding (as at 30 Nov 2018) Type % of Portfolio
United States Treasury Notes Bond - Gov't/Treasury 2.44%
Login now to view the complete list of holdings.

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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

Compare your fund
76%*

Underperform the industry standard benchmarks

Compare your fund

*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 9.77%
Intelligent Investor Equity Income 8.01%
Intelligent Investor Equity Growth 7.82%
InvestSMART High Growth 6.94%
InvestSMART Core Growth 6.37%
InvestSMART Balanced 5.00%
InvestSMART Australian Small Companies Fund 4.01%
InvestSMART Diversified Property and Infrastructure 3.84%
InvestSMART Hybrid Income 3.77%
InvestSMART Diversified Income 3.76%
InvestSMART Interest Income 2.12%

* Returns p.a. since inception after investment & admin fees

Want to track how your managed fund is performing every month?