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  5. AMP Wholesale Combined Asia Share Fund - Managed fund profile

AMP Wholesale Combined Asia Share Fund - Managed Fund (Closed)

Fund Objective
To consistently and competitively outperform the Morgan Stanley Capital International (MSCI) Combined Asia Free (excluding Japan) Index, on a rolling 12 month basis. Suggested investment horizon is 7 years plus.
Fund Strategy
Invests fully in Asian shares normally. Up to 10% may be invested in cash and fixed interest to maintain appropriate levels of liquidity. Investments are normally chosen from countries represented in the MSCI Combined Asia Free (excluding Japan) Index. AMP Investments' associate, AMP Asset Management plc is responsible for implementing the investment policy.

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 -3.78% -1.36% 17.84% 3.23% -11.69% -10.69% -% -%
Growth return -3.78% -1.36% 17.84% 3.23% -13.28% -12.12% -% -%
Income return 0% 0% 0% 0% 1.59% 1.43% -% -%
Market index (MSCI AC Asia Ex Japan NR AUD)
Total return -0.55% 8.13% 10.82% 23.32% 16.72% 12.75% 7.31% 8.45%
As at 30 Apr 1999. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
International Equities
96.54%
Cash
3.44%
Property & Infrastructure
0.02%
Fixed Interest
-0.01%

General Information

Fund Details
Type Description
AMP Wholesale Combined Asia Share Fund (Wholesale)
Closed
AMP Capital Investors Limited
Equity Asia Pacific w/o Japan
Not Rated
Investment Fund
1 Dec 1995
$6.86 million (as at 31 Oct 1998)
$0.7316 (as at 30 Apr 1999)
$0.72 (as at 30 Apr 1999)
Finalised
Offer information
Type Description
MER 0.80% (as at 30 Jun 1998)

FAQs about the AMP Wholesale Combined Asia Share Fund

The objective of the AMP Wholesale Combined Asia Share Fund managed fund is To consistently and competitively outperform the Morgan Stanley Capital International (MSCI) Combined Asia Free (excluding Japan) Index, on a rolling 12 month basis. Suggested investment horizon is 7 years plus.

The strategy of the AMP Wholesale Combined Asia Share Fund managed fund is Invests fully in Asian shares normally. Up to 10% may be invested in cash and fixed interest to maintain appropriate levels of liquidity. Investments are normally chosen from countries represented in the MSCI Combined Asia Free (excluding Japan) Index. AMP Investments' associate, AMP Asset Management plc is responsible for implementing the investment policy.

The APIR code of the AMP Wholesale Combined Asia Share Fund managed fund is .

AMP Wholesale Combined Asia Share Fund’s total return last month was -3.78%. This was made up of a growth return of -3.78% and an income return of 0%. These returns were calculated as at 30 Apr 1999.

AMP Wholesale Combined Asia Share Fund’s total return for the last three months was -1.36%. This was made up of a growth return of -1.36% and an income return of 0%%. These returns were calculated as at 30 Apr 1999.

AMP Wholesale Combined Asia Share Fund’s one-year total return is 3.23%. This was made up of a growth return of 3.23% and an income return of 0%. These returns were calculated as at 30 Apr 1999.

AMP Wholesale Combined Asia Share Fund’s one-year total return is -10.69%. This was made up of a growth return of -12.12% and an income return of 1.43%. These returns were calculated as at 30 Apr 1999.

The asset allocation of the AMP Wholesale Combined Asia Share Fund managed fund is :

International Equities
100%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

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

The AMP Wholesale Combined Asia Share Fund managed fund belongs to the Equity Asia Pacific w/o Japan sector/asset class.

As at 31 Oct 1998, the size of the AMP Wholesale Combined Asia Share Fund managed fund was $6.86 million.

The AMP Wholesale Combined Asia Share Fund managed fund has an inception date of 1 Dec 1995.

The current entry price of the AMP Wholesale Combined Asia Share Fund managed fund is $0.7316 per unit and the current exit price is $0.72 per unit (as at 30 Apr 1999).

The current exit price of the AMP Wholesale Combined Asia Share Fund managed fund is $0.72 per unit and the current entry price is $0.7316 per unit (as at 30 Apr 1999).

The minimum initial investment amount for the AMP Wholesale Combined Asia Share Fund managed fund is $.

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.