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  5. AMP - Flexible Lifetime Investments - AMP Equity - Managed fund profile

AMP - Flexible Lifetime Investments - AMP Equity - Managed Fund

Fund Objective
To provide long-term capital growth, primarily through a diversified portfolio of Australia's top 200 companies listed on the ASX.
Fund Strategy
The Fund aims to be fully invested in Australian securities listed, or aboutto be listed, on the ASX, but may, in certain circumstances, hold up to 5% cash.

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 3.73% 5.45% 11.74% 22.96% 12.22% 9.4% 7.41% 7.13%
Growth return 3.73% 5.45% -0.85% 7.72% 0.62% -2% -0.27% 1.34%
Income return 0% 0% 12.59% 15.24% 11.6% 11.4% 7.68% 5.79%
Market index (S&P/ASX 200 TR AUD)
Total return 3.79% 5.47% 11.53% 23.42% 11.9% 9.55% 8.28% 9.08%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - AMP Equity
Australian Equities
91.98%
Cash
1.28%
Property
6.74%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.40%
Cash
-0.14%
Property
2.12%
International Equities
4.21%
Fixed Interest
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - AMP Equity
IPAC Asset Management Limited
AMP0018AU
Equity Australia Large Blend
starstarstar (as at 31 Oct 2024)
Investment Fund
2 Jul 1986
$39.04 million (as at 31 Oct 2024)
$2.75699 (as at 3 Dec 2024)
$2.75313 (as at 3 Dec 2024)
Closed
Offer information
Type Description
Standard entry fee 4%
MER 1.21% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR) 1.21% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Jun 2023)

Holding (as at 30 Jun 2023) Type % of Portfolio
Commonwealth Bank of Australia Equity 7.85%

FAQs about the AMP - Flexible Lifetime Investments - AMP Equity

The objective of the AMP - Flexible Lifetime Investments - AMP Equity managed fund is To provide long-term capital growth, primarily through a diversified portfolio of Australia's top 200 companies listed on the ASX.

The strategy of the AMP - Flexible Lifetime Investments - AMP Equity managed fund is The Fund aims to be fully invested in Australian securities listed, or aboutto be listed, on the ASX, but may, in certain circumstances, hold up to 5% cash.

The APIR code of the AMP - Flexible Lifetime Investments - AMP Equity managed fund is AMP0018AU.

AMP - Flexible Lifetime Investments - AMP Equity’s total return last month was 3.73%. This was made up of a growth return of 3.73% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP - Flexible Lifetime Investments - AMP Equity’s total return for the last three months was 5.45%. This was made up of a growth return of 5.45% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

AMP - Flexible Lifetime Investments - AMP Equity’s one-year total return is 22.96%. This was made up of a growth return of 7.72% and an income return of 15.24%. These returns were calculated as at 30 Nov 2024.

AMP - Flexible Lifetime Investments - AMP Equity’s one-year total return is 9.4%. This was made up of a growth return of -2% and an income return of 11.4%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the AMP - Flexible Lifetime Investments - AMP Equity managed fund is :

Australian Equities
91.98%
Cash
1.28%
Property
6.74%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - AMP Equity managed fund is IPAC Asset Management Limited.

The AMP - Flexible Lifetime Investments - AMP Equity managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Oct 2024, the size of the AMP - Flexible Lifetime Investments - AMP Equity managed fund was $39.04 million.

The AMP - Flexible Lifetime Investments - AMP Equity managed fund has an inception date of 2 Jul 1986.

The current entry price of the AMP - Flexible Lifetime Investments - AMP Equity managed fund is $2.75699 per unit and the current exit price is $2.75313 per unit (as at 3 Dec 2024).

The current exit price of the AMP - Flexible Lifetime Investments - AMP Equity managed fund is $2.75313 per unit and the current entry price is $2.75699 per unit (as at 3 Dec 2024).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - AMP Equity managed fund is $1,500. Minimum additional investment is $500.

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.