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  5. AMP Capital - High Growth - Managed fund profile

AMP Capital - High Growth - Managed Fund (Closed)

Fund Objective
To provide a total return (primarily capital growth with some income) after costs and before tax, above the relevant benchmarks of the underlying investments on a rolling three year basis.
Fund Strategy
The investment manager invests in a diversified range of Australian and international growth sources across asset classes including shares and listed property trusts.

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 -4.99% -5.22% -8.29% -3.57% 9.25% 6.3% 6.74% 9.77%
Growth return -13.32% -13.53% -17.09% -20.84% -3.33% -4.65% -6.64% 0.25%
Income return 8.33% 8.31% 8.8% 17.27% 12.58% 10.95% 13.38% 9.52%
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 31 May 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - High Growth
Australian Equities
37.97%
International Equities
44.20%
Cash
3.86%
Property
5.28%
Fixed Interest
8.69%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.17%
International Equities
48.53%
Cash
3.23%
Property
4.87%
Fixed Interest
5.65%
Alternatives
3.54%

General Information

Fund Details
Type Description
AMP Capital - High Growth (Wholesale)
Closed
IPAC Asset Management Limited
AMP0574AU
Multisector Aggressive
starstarstar (as at 31 May 2022)
Investment Fund
3 May 2000
$0.43 million (as at 30 Apr 2022)
n/a
$1.13684 (as at 15 Jun 2022)
Finalised
Offer information
Type Description
MER 0.90% (as at 30 Jun 2022)
Indirect Cost Ratio (ICR) 0.90% (as at 30 Jun 2022)
Performance fee (not included in ICR) 0.01
Minimum initial investment
Minimum redemption amount

FAQs about the AMP Capital - High Growth

The objective of the AMP Capital - High Growth managed fund is To provide a total return (primarily capital growth with some income) after costs and before tax, above the relevant benchmarks of the underlying investments on a rolling three year basis.

The strategy of the AMP Capital - High Growth managed fund is The investment manager invests in a diversified range of Australian and international growth sources across asset classes including shares and listed property trusts.

The APIR code of the AMP Capital - High Growth managed fund is AMP0574AU.

AMP Capital - High Growth’s total return last month was -4.99%. This was made up of a growth return of -13.32% and an income return of 8.33%. These returns were calculated as at 31 May 2022.

AMP Capital - High Growth’s total return for the last three months was -5.22%. This was made up of a growth return of -13.53% and an income return of 8.31%%. These returns were calculated as at 31 May 2022.

AMP Capital - High Growth’s one-year total return is -3.57%. This was made up of a growth return of -20.84% and an income return of 17.27%. These returns were calculated as at 31 May 2022.

AMP Capital - High Growth’s one-year total return is 6.3%. This was made up of a growth return of -4.65% and an income return of 10.95%. These returns were calculated as at 31 May 2022.

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

Australian Equities
37.97%
International Equities
44.20%
Cash
3.86%
Property
5.28%
Fixed Interest
8.69%
Alternatives
0%

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

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

As at 30 Apr 2022, the size of the AMP Capital - High Growth managed fund was $0.43 million.

The AMP Capital - High Growth managed fund has an inception date of 3 May 2000.

The current entry price of the AMP Capital - High Growth managed fund is $ per unit and the current exit price is $1.13684 per unit (as at 15 Jun 2022).

The current exit price of the AMP Capital - High Growth managed fund is $1.13684 per unit and the current entry price is $ per unit (as at 15 Jun 2022).

The minimum initial investment amount for the AMP Capital - High Growth managed fund is $0.

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.