AMS Long-term Horizon Strategy - Managed Fund

Fund Objective

The class is constructed with a long-term horizon in mind. The strategy is built on a strategic asset allocation across a diversified mix of asset classes, with a strategic allocation of approximately 100% to growth assets and 0% to defensive assets, structured to support the role of long-term growth within a broader portfolio.

Fund Strategy

Fund Performance Comparison

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Peers

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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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.08%	-%	-%	-%	-%	-%	-%	-%
Growth return	1.2%	-%	-%	-%	-%	-%	-%	-%
Income return	-0.12%	-%	-%	-%	-%	-%	-%	-%

As at 30 Jun 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMS Long-term Horizon Strategy

Australian Equities: 30.43%

International Equities: 52.22%

Cash: 4.70%

Property & Infrastructure: 7.13%

Alternatives: 5.52%

General Information

Fund Details

Type	Description
Fund Name	AMS Long-term Horizon Strategy
Responsible Entity	Ironbark Asset Management Pty Ltd
APIR Code	DAM1958AU
Morningstar Rating	Not Rated
Legal Structure	Unknown
Fund Inception	23 Apr 2026
Fund Size	$0 million (as at 29 May 2026)
Entry Price	$1.0105 (as at 30 Jun 2026)
Exit Price	$1.0105 (as at 30 Jun 2026)
Fund Status	Open

Offer information

Type	Description
MER	0% (as at 2 Apr 2026)
Indirect Cost Ratio (ICR)	0.87% (as at 30 Jun 2025)
Minimum initial investment	$50,000
Minimum additional investments	$5,000.00
Savings plan comments
Redemption comments

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FAQs about the AMS Long-term Horizon Strategy

What is the objective of the AMS Long-term Horizon Strategy managed fund?

The objective of the AMS Long-term Horizon Strategy managed fund is The class is constructed with a long-term horizon in mind. The strategy is built on a strategic asset allocation across a diversified mix of asset classes, with a strategic allocation of approximately 100% to growth assets and 0% to defensive assets, structured to support the role of long-term growth within a broader portfolio.

What is the strategy for the AMS Long-term Horizon Strategy managed fund?

The strategy of the AMS Long-term Horizon Strategy managed fund is The class is constructed with a long-term horizon in mind. The strategy is built on a strategic asset allocation across a diversified mix of asset classes, with a strategic allocation of approximately 100% to growth assets and 0% to defensive assets, structured to support the role of long-term growth within a broader portfolio.

What is the APIR code of the AMS Long-term Horizon Strategy managed fund?

The APIR code of the AMS Long-term Horizon Strategy managed fund is DAM1958AU.

What was AMS Long-term Horizon Strategy’s total return last month?

AMS Long-term Horizon Strategy’s total return last month was 1.08%. This was made up of a growth return of 1.2% and an income return of -0.12%. These returns were calculated as at 30 Jun 2026.

What was AMS Long-term Horizon Strategy’s total return for the last three months?

AMS Long-term Horizon Strategy’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2026.

What is AMS Long-term Horizon Strategy’s one-year total return?

AMS Long-term Horizon Strategy’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2026.

What is AMS Long-term Horizon Strategy’s three-year total return?

AMS Long-term Horizon Strategy’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2026.

What is the asset allocation of the AMS Long-term Horizon Strategy managed fund?

The asset allocation of the AMS Long-term Horizon Strategy managed fund is :

Australian Equities: 30.43%

International Equities: 52.22%

Cash: 4.70%

Property & Infrastructure: 7.13%

Alternatives: 5.52%

Who is the responsible Entity of the AMS Long-term Horizon Strategy managed fund?

The Responsible Entity for the AMS Long-term Horizon Strategy managed fund is Ironbark Asset Management Pty Ltd.

What is the size of the AMS Long-term Horizon Strategy managed fund?

As at 29 May 2026, the size of the AMS Long-term Horizon Strategy managed fund was $0 million.

What is the inception date of the AMS Long-term Horizon Strategy managed fund?

The AMS Long-term Horizon Strategy managed fund has an inception date of 23 Apr 2026.

What is the current entry price of the AMS Long-term Horizon Strategy managed fund?

The current entry price of the AMS Long-term Horizon Strategy managed fund is $1.0105 per unit and the current exit price is $1.0105 per unit (as at 30 Jun 2026).

What is the current exit price of the AMS Long-term Horizon Strategy managed fund?

The current exit price of the AMS Long-term Horizon Strategy managed fund is $1.0105 per unit and the current entry price is $1.0105 per unit (as at 30 Jun 2026).

What is the minimum investment amount for the AMS Long-term Horizon Strategy managed fund?

The minimum initial investment amount for the AMS Long-term Horizon Strategy managed fund is $50,000. Minimum additional investment is $5000.

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.

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