InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP Wholesale Australian Share Plus Fund - Managed fund profile

AMP Wholesale Australian Share Plus Fund - Managed Fund (Closed)

Fund Objective
To consistently and competitively outperform the S&P/ASX 200 Accumulation Index, on a rolling 12 months basis measured after fees. The portfolio tracking error, which is a measurement of risk compared to the index will typically be around 4-5%.
Fund Strategy
To capture the long-term high real returns available from investing in the ASX. Invests fully in Australian shares with up to 10% in cash and fixed interest. Will not invest in tobacco companies.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.11% -4.43% -2.19% -15.32% -4.03% -1.08% 7.07% -%
Growth return 0.9% -6.48% -4.44% -18.53% -6.99% -3.93% 2.65% -%
Income return 2.21% 2.05% 2.25% 3.21% 2.96% 2.85% 4.42% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Mar 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Wholesale Australian Share Plus Fund
Australian Equities
93.86%
Cash
1.74%
Property & Infrastructure
4.40%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
Property & Infrastructure
1.41%
International Equities
4.82%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
AMP Wholesale Australian Share Plus Fund (Wholesale)
Closed
AMP Capital Investors Limited
AMP0272AU
Equity Australia Other
Not Rated
Investment Fund
4 Dec 1997
$228.13 million (as at 28 Feb 2003)
n/a
$1.2651 (as at 17 Apr 2003)
Finalised
Offer information
Type Description
MER 0.70% (as at 30 Jun 2000)
Minimum initial investment

FAQs about the AMP Wholesale Australian Share Plus Fund

The objective of the AMP Wholesale Australian Share Plus Fund managed fund is To consistently and competitively outperform the S&P/ASX 200 Accumulation Index, on a rolling 12 months basis measured after fees. The portfolio tracking error, which is a measurement of risk compared to the index will typically be around 4-5%.

The strategy of the AMP Wholesale Australian Share Plus Fund managed fund is To capture the long-term high real returns available from investing in the ASX. Invests fully in Australian shares with up to 10% in cash and fixed interest. Will not invest in tobacco companies.

The APIR code of the AMP Wholesale Australian Share Plus Fund managed fund is AMP0272AU.

AMP Wholesale Australian Share Plus Fund’s total return last month was 3.11%. This was made up of a growth return of 0.9% and an income return of 2.21%. These returns were calculated as at 31 Mar 2003.

AMP Wholesale Australian Share Plus Fund’s total return for the last three months was -4.43%. This was made up of a growth return of -6.48% and an income return of 2.05%%. These returns were calculated as at 31 Mar 2003.

AMP Wholesale Australian Share Plus Fund’s one-year total return is -15.32%. This was made up of a growth return of -18.53% and an income return of 3.21%. These returns were calculated as at 31 Mar 2003.

AMP Wholesale Australian Share Plus Fund’s one-year total return is -1.08%. This was made up of a growth return of -3.93% and an income return of 2.85%. These returns were calculated as at 31 Mar 2003.

The asset allocation of the AMP Wholesale Australian Share Plus Fund managed fund is :

Australian Equities
93.86%
Cash
1.74%
Property & Infrastructure
4.40%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP Wholesale Australian Share Plus Fund managed fund is AMP Capital Investors Limited.

The AMP Wholesale Australian Share Plus Fund managed fund belongs to the Equity Australia Other sector/asset class.

As at 28 Feb 2003, the size of the AMP Wholesale Australian Share Plus Fund managed fund was $228.13 million.

The AMP Wholesale Australian Share Plus Fund managed fund has an inception date of 4 Dec 1997.

The current entry price of the AMP Wholesale Australian Share Plus Fund managed fund is $ per unit and the current exit price is $1.2651 per unit (as at 17 Apr 2003).

The current exit price of the AMP Wholesale Australian Share Plus Fund managed fund is $1.2651 per unit and the current entry price is $ per unit (as at 17 Apr 2003).

The minimum initial investment amount for the AMP Wholesale Australian Share Plus Fund managed fund is $0.

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.