InvestSMART

Experts' Choice Growth - Managed Fund

Fund Performance Comparison

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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.

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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 6.38 -15.03 -11.07 -6.53 0.99 3.39 4.45 7.53
Growth return 6.38 -15.03 -11.16 -22.87 -14.63 -11.15 -6.87 -0.23
Income return 0 0 0.09 16.34 15.62 14.54 11.32 7.76
Market index (Morningstar Aus Msec Aggressive TR AUD)
Total return 5.6 -13.25 -7.83 -1.98 4.66 5.77 6.19 8.6
As as 30 Apr 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Experts' Choice Growth
Australian Equities
35.18%
International Equities
45.19%
Cash
6.97%
Property
4.34%
Fixed Interest
8.31%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.01%
International Equities
45.16%
Cash
5.40%
Property
4.69%
Fixed Interest
5.19%
Alternatives
5.54%

General Information

Fund Details
Type Description
Experts' Choice Growth (Wholesale)
AMP Capital Funds Management Ltd
HLR0005AU
Multisector Aggressive
starstarstarstar (as at 30 Apr 2020)
Investment Fund
12 Mar 1996
$90.48 million (as at 30 Apr 2020)
$0.79482 (as at 25 May 2020)
$0.79102 (as at 25 May 2020)
Fund Objective
To provide high returns over the long term by investing predominantly in growth assets, which exceed the Fund's performance benchmark after costs and before tax.
Fund Strategy
The Experts' Choice Growth Fund currently diversifies its investments by using a multi-manager approach, targeting substantially 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
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.06% (as at 30 Jun 2019) (Estimated)
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 10.14%
Intelligent Investor Equity Growth 6.84%
InvestSMART High Growth 6.60%
InvestSMART Growth 6.18%
InvestSMART Balanced 5.06%
InvestSMART Conservative 3.97%
Intelligent Investor Equity Income 3.65%
InvestSMART Interest Income 3.26%
InvestSMART Property and Infrastructure 2.90%
InvestSMART Hybrid Income 2.77%
Intelligent Investor Australian Small Companies Fund 2.11%