General Information

AMP Portfolio Plan-Ordinary
AMP Life Limited
AMP0205AU
Multisector Growth
starstarstarstar (as at 31 Dec 2009)
n/a
Not Rated
Managed Funds
1 Oct 1980
$79.58 million (as at 31 Dec 2016)
$12.94042 (as at 21 Feb 2017)
$12.88492 (as at 21 Feb 2017)

Fund performance (31 Jan 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 -0.57 2.72 0.62 6.88 2.96 5.89 7.57 3.41
Growth return -0.57 2.72 0.62 6.88 2.96 5.89 7.57 3.41
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG IBd Multisector Growth Idx)

Total return -0.33 2.41 1.08 6.05 2.63 4.69 6.4 2.46

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.15 3.84 1.07 9.25 4.87 8.19 11.3 4.7

Asset Allocation (31 Jan 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 31 Dec 2012)

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund