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  5. AMP - Flexible Lifetime Investments - AMP Property Securities - Managed fund profile

AMP - Flexible Lifetime Investments - AMP Property Securities - Managed Fund (Closed)

Fund Objective
Aims to achieve tax effective income and long term capital growth.
Fund Strategy
The fund primarily invests in a diversified portfolio of direct property and property securities listed on the ASX.

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% -3.7% 9.93% 15.27% 5.55% 12.86% 10.08% 12.26%
Growth return 0% -3.73% 9.64% 14.36% 4.16% 10.92% 7.98% 9.58%
Income return 0% 0.03% 0.29% 0.91% 1.39% 1.94% 2.1% 2.68%
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.51% 4.46% 14.2% 52.18% 21.11% 8.02% 6.24% 9.27%
As at 30 Nov 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - AMP Property Securities
Cash
99.99%
Property
0.01%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.83%
Property
95.02%
Australian Equities
2.12%
International Equities
0.75%
Fixed Interest
0.25%
Alternatives
0.04%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - AMP Property Securities
Closed
AMP Capital Funds Management Ltd
AMP0014AU
Equity Australia Real Estate
starstarstarstar (as at 30 Nov 2021)
Investment Fund
11 Mar 1986
$15.67 million (as at 30 Nov 2021)
n/a
$0.80832 (as at 2 Dec 2021)
Finalised
Offer information
Type Description
Standard entry fee 4%
MER 1.42% (as at 30 Jun 2022)
Indirect Cost Ratio (ICR) 1.42% (as at 30 Jun 2022)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

FAQs about the AMP - Flexible Lifetime Investments - AMP Property Securities

The objective of the AMP - Flexible Lifetime Investments - AMP Property Securities managed fund is Aims to achieve tax effective income and long term capital growth.

The strategy of the AMP - Flexible Lifetime Investments - AMP Property Securities managed fund is The fund primarily invests in a diversified portfolio of direct property and property securities listed on the ASX.

The APIR code of the AMP - Flexible Lifetime Investments - AMP Property Securities managed fund is AMP0014AU.

AMP - Flexible Lifetime Investments - AMP Property Securities’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Nov 2021.

AMP - Flexible Lifetime Investments - AMP Property Securities’s total return for the last three months was -3.7%. This was made up of a growth return of -3.73% and an income return of 0.03%%. These returns were calculated as at 30 Nov 2021.

AMP - Flexible Lifetime Investments - AMP Property Securities’s one-year total return is 15.27%. This was made up of a growth return of 14.36% and an income return of 0.91%. These returns were calculated as at 30 Nov 2021.

AMP - Flexible Lifetime Investments - AMP Property Securities’s one-year total return is 12.86%. This was made up of a growth return of 10.92% and an income return of 1.94%. These returns were calculated as at 30 Nov 2021.

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

Cash
99.99%
Property
0.01%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - AMP Property Securities managed fund is AMP Capital Funds Management Ltd.

The AMP - Flexible Lifetime Investments - AMP Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 30 Nov 2021, the size of the AMP - Flexible Lifetime Investments - AMP Property Securities managed fund was $15.67 million.

The AMP - Flexible Lifetime Investments - AMP Property Securities managed fund has an inception date of 11 Mar 1986.

The current entry price of the AMP - Flexible Lifetime Investments - AMP Property Securities managed fund is $ per unit and the current exit price is $0.80832 per unit (as at 2 Dec 2021).

The current exit price of the AMP - Flexible Lifetime Investments - AMP Property Securities managed fund is $0.80832 per unit and the current entry price is $ per unit (as at 2 Dec 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - AMP Property Securities 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.