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  5. AMP - Personal Investment Bond - Capital Stable - Managed fund profile

AMP - Personal Investment Bond - Capital Stable - Managed Fund

Fund Objective
Aims to achieve a rate of return of 2.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested investment timeframe.
Fund Strategy
This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born before 1950. As capital stability is the priority of this investment option, it will hold mostly defensive assets such as fixed interest and cash. International investments may be partially or fully hedged back to Australian dollars.

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 1.28% 2.04% 5.5% 5.22% 1.99% 3.64% 2.98% 3.54%
Growth return 1.28% 2.04% 5.5% 5.22% 1.99% 3.64% 2.98% 3.54%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Personal Investment Bond - Capital Stable
Australian Equities
17.13%
International Equities
16.74%
Cash
3.10%
Property
45.27%
Fixed Interest
17.77%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.58%
International Equities
33.01%
Cash
6.63%
Property
6.70%
Fixed Interest
21.84%
Alternatives
4.23%

General Information

Fund Details
Type Description
AMP - Personal Investment Bond - Capital Stable
AMP Life Limited
NML0213AU
Multisector Growth
starstar (as at 31 Mar 2024)
Investment Fund
1 Apr 1990
$0.24 million (as at 29 Feb 2024)
$31.5844 (as at 31 Mar 2024)
$31.5482 (as at 31 Mar 2024)
Open
Offer information
Type Description
Standard entry fee 3%
Indirect Cost Ratio (ICR) 2.35% (as at 30 Jun 2016)
Minimum initial investment $1,000.00

FAQs about the AMP - Personal Investment Bond - Capital Stable

The objective of the AMP - Personal Investment Bond - Capital Stable managed fund is Aims to achieve a rate of return of 2.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested investment timeframe.

The strategy of the AMP - Personal Investment Bond - Capital Stable managed fund is This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born before 1950. As capital stability is the priority of this investment option, it will hold mostly defensive assets such as fixed interest and cash. International investments may be partially or fully hedged back to Australian dollars.

The APIR code of the AMP - Personal Investment Bond - Capital Stable managed fund is NML0213AU.

AMP - Personal Investment Bond - Capital Stable’s total return last month was 1.28%. This was made up of a growth return of 1.28% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - Personal Investment Bond - Capital Stable’s total return for the last three months was 2.04%. This was made up of a growth return of 2.04% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP - Personal Investment Bond - Capital Stable’s one-year total return is 5.22%. This was made up of a growth return of 5.22% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - Personal Investment Bond - Capital Stable’s one-year total return is 3.64%. This was made up of a growth return of 3.64% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AMP - Personal Investment Bond - Capital Stable managed fund is :

Australian Equities
17.13%
International Equities
16.74%
Cash
3.10%
Property
45.27%
Fixed Interest
17.77%
Alternatives
0%

The Responsible Entity for the AMP - Personal Investment Bond - Capital Stable managed fund is AMP Life Limited.

The AMP - Personal Investment Bond - Capital Stable managed fund belongs to the Multisector Growth sector/asset class.

As at 29 Feb 2024, the size of the AMP - Personal Investment Bond - Capital Stable managed fund was $0.24 million.

The AMP - Personal Investment Bond - Capital Stable managed fund has an inception date of 1 Apr 1990.

The current entry price of the AMP - Personal Investment Bond - Capital Stable managed fund is $31.5844 per unit and the current exit price is $31.5482 per unit (as at 31 Mar 2024).

The current exit price of the AMP - Personal Investment Bond - Capital Stable managed fund is $31.5482 per unit and the current entry price is $31.5844 per unit (as at 31 Mar 2024).

The minimum initial investment amount for the AMP - Personal Investment Bond - Capital Stable managed fund is $1,000.

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.