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AMP Wealth High Growth - Managed Fund (Closed)

Fund Objective
To provide high capital growth over the long term with some income, primarily through exposure to growth assets.
Fund Strategy
N/A

Fund Performance Comparison

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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 -0.82% -0.4% 2.56% -0.76% 4.45% 5.73% 6.34% 7.99%
Growth return 0.65% 4.11% 8.28% 12.23% 4.85% 4.45% -1.73% 6.36%
Income return -1.47% -4.51% -5.72% -12.99% -0.4% 1.28% 8.07% 1.63%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 1.8% 5.06% 13.99% 15.82% 20.4% 15.18% 12.58% 9.92%
As at 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
AMP Wealth High Growth (Wholesale)
Closed
AMP Capital Investors Limited
Multisector Aggressive
starstarstarstar (as at 30 Apr 2021)
Superannuation Fund
29 Feb 2000
$890.97 million (as at 28 Feb 2023)
$1.74976 (as at 29 Apr 2011)
$1.7376 (as at 29 Apr 2011)
Finalised
Offer information
Type Description
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount
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FAQs about the AMP Wealth High Growth

The objective of the AMP Wealth High Growth managed fund is To provide high capital growth over the long term with some income, primarily through exposure to growth assets.

The strategy of the AMP Wealth High Growth managed fund is N/A

The APIR code of the AMP Wealth High Growth managed fund is .

AMP Wealth High Growth’s total return last month was -0.82%. This was made up of a growth return of 0.65% and an income return of -1.47%. These returns were calculated as at 28 Feb 2023.

AMP Wealth High Growth’s total return for the last three months was -0.4%. This was made up of a growth return of 4.11% and an income return of -4.51%%. These returns were calculated as at 28 Feb 2023.

AMP Wealth High Growth’s one-year total return is -0.76%. This was made up of a growth return of 12.23% and an income return of -12.99%. These returns were calculated as at 28 Feb 2023.

AMP Wealth High Growth’s one-year total return is 5.73%. This was made up of a growth return of 4.45% and an income return of 1.28%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the AMP Wealth High Growth managed fund is :

Australian Equities
31.74%
International Equities
42.98%
Cash
3.76%
Property & Infrastructure
5.55%
Fixed Interest
6.09%
Alternatives
9.88%

The Responsible Entity for the AMP Wealth High Growth managed fund is AMP Capital Investors Limited.

The AMP Wealth High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 28 Feb 2023, the size of the AMP Wealth High Growth managed fund was $890.97 million.

The AMP Wealth High Growth managed fund has an inception date of 29 Feb 2000.

The current entry price of the AMP Wealth High Growth managed fund is $1.74976 per unit and the current exit price is $1.7376 per unit (as at 29 Apr 2011).

The current exit price of the AMP Wealth High Growth managed fund is $1.7376 per unit and the current entry price is $1.74976 per unit (as at 29 Apr 2011).

The minimum initial investment amount for the AMP Wealth High Growth managed fund is $10,000,000. Minimum additional investment is $100000.

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.