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

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

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

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 -0.57% 2.09% -2% 8.83% 9.46% 15.03% 10.33% 5.5%
Growth return -0.57% 1.98% -4.84% 5.68% 6.08% 11.81% 6.64% -0.28%
Income return 0% 0.11% 2.84% 3.15% 3.38% 3.22% 3.69% 5.78%
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 Nov 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - Future Directions High Growth A
Australian Equities
42.10%
International Equities
54.73%
Cash
1.03%
Property
2.10%
Fixed Interest
0.04%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.11%
International Equities
48.68%
Cash
3.24%
Property
4.86%
Fixed Interest
5.58%
Alternatives
3.52%

General Information

Fund Details
Type Description
AMP Capital - Future Directions High Growth A (Wholesale)
Closed
IPAC Asset Management Limited
AMP0675AU
Multisector Aggressive
starstarstarstar (as at 30 Nov 2015)
Investment Fund
5 Sep 2003
$0.67 million (as at 30 Nov 2015)
$1.22853 (as at 21 Dec 2015)
$1.22314 (as at 21 Dec 2015)
Finalised
Offer information
Type Description
MER 1.02% (as at 30 Jun 2006)
Indirect Cost Ratio (ICR) 1.15% (as at 30 Jun 2015)
Performance fee (not included in ICR) 0.108
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

FAQs about the AMP Capital - Future Directions High Growth A

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

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

The APIR code of the AMP Capital - Future Directions High Growth A managed fund is AMP0675AU.

AMP Capital - Future Directions High Growth A’s total return last month was -0.57%. This was made up of a growth return of -0.57% and an income return of 0%. These returns were calculated as at 30 Nov 2015.

AMP Capital - Future Directions High Growth A’s total return for the last three months was 2.09%. This was made up of a growth return of 1.98% and an income return of 0.11%%. These returns were calculated as at 30 Nov 2015.

AMP Capital - Future Directions High Growth A’s one-year total return is 8.83%. This was made up of a growth return of 5.68% and an income return of 3.15%. These returns were calculated as at 30 Nov 2015.

AMP Capital - Future Directions High Growth A’s one-year total return is 15.03%. This was made up of a growth return of 11.81% and an income return of 3.22%. These returns were calculated as at 30 Nov 2015.

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

Australian Equities
42.10%
International Equities
54.73%
Cash
1.03%
Property
2.10%
Fixed Interest
0.04%
Alternatives
0%

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

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

As at 30 Nov 2015, the size of the AMP Capital - Future Directions High Growth A managed fund was $0.67 million.

The AMP Capital - Future Directions High Growth A managed fund has an inception date of 5 Sep 2003.

The current entry price of the AMP Capital - Future Directions High Growth A managed fund is $1.22853 per unit and the current exit price is $1.22314 per unit (as at 21 Dec 2015).

The current exit price of the AMP Capital - Future Directions High Growth A managed fund is $1.22314 per unit and the current entry price is $1.22853 per unit (as at 21 Dec 2015).

The minimum initial investment amount for the AMP Capital - Future Directions High 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.