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  5. AMP Capital - Future Directions Growth A - Managed fund profile

AMP Capital - Future Directions Growth A - Managed Fund (Closed)

Fund Objective
The portfolio aims to achieve a rate of return above inflation after costs over a five to seven-year period.
Fund Strategy
To provide high returns over the long term through a diversified portfolio investing mostly in shares with some exposure to property, fixed interest and alternative assets.

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 1.15% 3.77% 2.75% 9.76% 11.62% 7.65% 10.25% 6.47%
Growth return -7.69% -5.31% -6.23% -0.38% 4.62% 1.85% 5.64% 2.5%
Income return 8.84% 9.08% 8.98% 10.14% 7% 5.8% 4.61% 3.97%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
As at 30 Jun 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - Future Directions Growth A
Australian Equities
32.92%
International Equities
51.64%
Cash
0.39%
Property
4.72%
Fixed Interest
9.65%
Alternatives
0.67%
Average Allocation of Peers
Australian Equities
34.27%
International Equities
47.90%
Cash
3.52%
Property
4.93%
Fixed Interest
5.75%
Alternatives
3.63%

General Information

Fund Details
Type Description
AMP Capital - Future Directions Growth A (Wholesale)
Closed
IPAC Asset Management Limited
AMP0559AU
Multisector Aggressive
starstarstar (as at 30 Jun 2018)
Investment Fund
4 Oct 2002
$0 million (as at 30 Sep 2023)
$1.18125 (as at 23 Jul 2018)
$1.17677 (as at 23 Jul 2018)
Finalised
Offer information
Type Description
MER 1.31% (as at 30 Jun 2019)
Indirect Cost Ratio (ICR) 1.31% (as at 30 Jun 2019)
Performance fee (not included in ICR) 0.14
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
Stepstone Amp Opportunities Fund Lp - Series B Equity 2.65%
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FAQs about the AMP Capital - Future Directions Growth A

The objective of the AMP Capital - Future Directions Growth A managed fund is The portfolio aims to achieve a rate of return above inflation after costs over a five to seven-year period.

The strategy of the AMP Capital - Future Directions Growth A managed fund is To provide high returns over the long term through a diversified portfolio investing mostly in shares with some exposure to property, fixed interest and alternative assets.

The APIR code of the AMP Capital - Future Directions Growth A managed fund is AMP0559AU.

AMP Capital - Future Directions Growth A’s total return last month was 1.15%. This was made up of a growth return of -7.69% and an income return of 8.84%. These returns were calculated as at 30 Jun 2018.

AMP Capital - Future Directions Growth A’s total return for the last three months was 3.77%. This was made up of a growth return of -5.31% and an income return of 9.08%%. These returns were calculated as at 30 Jun 2018.

AMP Capital - Future Directions Growth A’s one-year total return is 9.76%. This was made up of a growth return of -0.38% and an income return of 10.14%. These returns were calculated as at 30 Jun 2018.

AMP Capital - Future Directions Growth A’s one-year total return is 7.65%. This was made up of a growth return of 1.85% and an income return of 5.8%. These returns were calculated as at 30 Jun 2018.

The asset allocation of the AMP Capital - Future Directions Growth A managed fund is :

Australian Equities
32.92%
International Equities
51.64%
Cash
0.39%
Property
4.72%
Fixed Interest
9.65%
Alternatives
0.67%

The Responsible Entity for the AMP Capital - Future Directions Growth A managed fund is IPAC Asset Management Limited.

The AMP Capital - Future Directions Growth A managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Sep 2023, the size of the AMP Capital - Future Directions Growth A managed fund was $0 million.

The AMP Capital - Future Directions Growth A managed fund has an inception date of 4 Oct 2002.

The current entry price of the AMP Capital - Future Directions Growth A managed fund is $1.18125 per unit and the current exit price is $1.17677 per unit (as at 23 Jul 2018).

The current exit price of the AMP Capital - Future Directions Growth A managed fund is $1.17677 per unit and the current entry price is $1.18125 per unit (as at 23 Jul 2018).

The minimum initial investment amount for the AMP Capital - Future Directions Growth A managed fund is $500,000. 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.