General Information

AMP Portfolio Plan-Ordinary
AMP Life Limited
AMP0205AU
Multisector Growth
starstarstarstarstar (as at 30 Jun 2017)
Investment Fund
1 Oct 1980
$77.15 million (as at 31 May 2017)
$13.1429 (as at 20 Jul 2017)
$13.09528 (as at 20 Jul 2017)

Fund performance (30 Jun 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return -0.6 0.83 2.46 6.3 3.96 5.53 7.91 3.31
Growth return -0.6 0.83 2.46 6.3 3.96 5.53 7.91 3.31
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.2 0.66 2.74 8.37 6.16 8.08 11.56 4.72
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (30 Jun 2017)

Australian Equities 37.90%
International Equities 25.80%
Cash 7.20%
Property 15.10%
Fixed Interest 13.50%
Alternatives 0.50%
Asset Allocation

Objectives and Strategy

N/A
To invest in a wide range of domestic and overseas shares, Australian fixed interest securities, and property. The Manager's central investment committee approves investment allocation. Equity investments are higher for this Fund than for the Balanced Option.

Offer information

Standard entry fee 6%
Indirect Cost Ratio (ICR) 0.53% (as at 30 Jun 2016)

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