InvestSMART

AMP Resources Trust - Managed Fund (Closed)

Fund Objective
To provide long term capital growth. Performance benchmark is the All Resources Accumulation Index. Suggested investment timeframe is at least 5 to 7 years.
Fund Strategy
Invests in natural resource companies spread across the various resource industries with prospects for growth through resource acquisition, exploration and development as well as commodity price movements. Investment ranges: cash 0-20%, shares 80-100%.

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 9.06% 4.24% 18.31% 24.45% 9.94% -1.39% 2.83% 4.75%
Growth return 9.06% 4.24% 18.31% 24.45% 9.94% -3.38% -1.64% -0.92%
Income return 0% 0% 0% 0% 0% 1.99% 4.47% 5.67%
Market index (S&P/ASX 200 TR AUD)
Total return 2.18% -1.22% -0.87% 10.12% 9.95% 9.66% 8.36% 9.31%
As at 30 Nov 1999. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Resources Trust
Australian Equities
93%
Cash
7%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
96.22%
Cash
-0.77%
International Equities
3.88%
Property & Infrastructure
1.13%
Fixed Interest
-0.44%
Alternatives
-0.02%

General Information

Fund Details
Type Description
AMP Resources Trust
Closed
Australian Securities Administration Ltd
AMP0020AU
Equity Australia Other
Not Rated
Investment Fund
21 Feb 1989
$13.77 million (as at 30 Nov 1999)
$1.2405 (as at 6 Dec 1999)
$1.1814 (as at 6 Dec 1999)
Finalised
Offer information
Type Description
MER 2% (as at 30 Jun 1998)
Minimum initial investment $1,000.00
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FAQs about the AMP Resources Trust

The objective of the AMP Resources Trust managed fund is To provide long term capital growth. Performance benchmark is the All Resources Accumulation Index. Suggested investment timeframe is at least 5 to 7 years.

The strategy of the AMP Resources Trust managed fund is Invests in natural resource companies spread across the various resource industries with prospects for growth through resource acquisition, exploration and development as well as commodity price movements. Investment ranges: cash 0-20%, shares 80-100%.

The APIR code of the AMP Resources Trust managed fund is AMP0020AU.

AMP Resources Trust’s total return last month was 9.06%. This was made up of a growth return of 9.06% and an income return of 0%. These returns were calculated as at 30 Nov 1999.

AMP Resources Trust’s total return for the last three months was 4.24%. This was made up of a growth return of 4.24% and an income return of 0%%. These returns were calculated as at 30 Nov 1999.

AMP Resources Trust’s one-year total return is 24.45%. This was made up of a growth return of 24.45% and an income return of 0%. These returns were calculated as at 30 Nov 1999.

AMP Resources Trust’s one-year total return is -1.39%. This was made up of a growth return of -3.38% and an income return of 1.99%. These returns were calculated as at 30 Nov 1999.

The asset allocation of the AMP Resources Trust managed fund is :

Australian Equities
93%
Cash
7%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP Resources Trust managed fund is Australian Securities Administration Ltd.

The AMP Resources Trust managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Nov 1999, the size of the AMP Resources Trust managed fund was $13.77 million.

The AMP Resources Trust managed fund has an inception date of 21 Feb 1989.

The current entry price of the AMP Resources Trust managed fund is $1.2405 per unit and the current exit price is $1.1814 per unit (as at 6 Dec 1999).

The current exit price of the AMP Resources Trust managed fund is $1.1814 per unit and the current entry price is $1.2405 per unit (as at 6 Dec 1999).

The minimum initial investment amount for the AMP Resources Trust 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.