General Information

Experts' Choice Balanced (Wholesale)
AMP Capital Funds Management Ltd
HLR0003AU
Multisector Growth
starstarstarstarstar (as at 30 Nov 2017)
Investment Fund
21 Feb 1996
$348.01 million (as at 30 Nov 2017)
$1.10038 (as at 11 Dec 2017)
$1.09599 (as at 11 Dec 2017)

Fund performance (30 Nov 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 1.61 4.75 4.88 13.66 8.94 8.03 10.56 5.71
Growth return 1.61 4.75 -4.8 2.81 -0.37 0.04 4.12 -0.3
Income return 0 0 9.68 10.85 9.31 7.99 6.44 6.01

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 2.02 6.06 5.17 12.69 8.74 8.48 11.36 5.14
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Fund Performance Comparison

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Asset Allocation (30 Nov 2017)

Australian Equities 26.88%
International Equities 28.09%
Cash 10.63%
Property 13.53%
Fixed Interest 20.86%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide moderate to higher returns over the long term by investing across all asset types with a higher exposure to growth assets, which exceed the Fund's performance benchmark after costs and before tax.
The Experts' Choice Balanced Fund currently diversifies its investments by using a multi-manager approach, targeting higher exposure to growth assets. The Fund is exposed to a broad range of investment markets including Australian and international equities (including emerging markets), Australian and international property, infrastructure assets, Australian and international fixed interest markets (including private debt), foreign exchange and cash.

Offer information

Indirect Cost Ratio (ICR) 1% (as at 30 Jun 2017)
Performance fee 0.02
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

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