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  5. AMP - Flexible Lifetime Investments - BT Active Balanced - Managed fund profile

AMP - Flexible Lifetime Investments - BT Active Balanced - Managed Fund (Closed)

Fund Objective
To provide an overall return (before the deduction of fees, tax and expenses) that exceeds the return from its benchmark over the recommended investment timeframe of 5 years or more.
Fund Strategy
Asset Allocation benchmarks and ranges: Australian Shares 38% (28-48%), International Shares 22% (12-32%), Australian Property 5% (0-10%), International Property 3% (0-10%), Australian Fixed Interest 17% (5-32%), International Fixed Interest 8% (0-20%), Cash 2% (0-10%), Alternative Investments 5% (0-10%)

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 0.9% 1.37% 11.38% 10.92% -7.85% -3.04% -% -%
Growth return 0.9% 1.37% 4.3% -4.75% -19.96% -13.66% -% -%
Income return 0% 0% 7.08% 15.67% 12.11% 10.62% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Nov 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - BT Active Balanced
Australian Equities
27.91%
International Equities
30.35%
Cash
5.47%
Property & Infrastructure
6.73%
Fixed Interest
13.33%
Alternatives
16.21%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.26%
Cash
6.12%
Property & Infrastructure
6.35%
Fixed Interest
20.99%
Alternatives
4.01%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - BT Active Balanced
Closed
AMP Capital Funds Management Ltd
AMP0999AU
Multisector Growth
starstarstar (as at 30 Nov 2009)
Investment Fund
16 Mar 2005
$0.24 million (as at 30 Nov 2009)
$0.75438 (as at 30 Nov 2009)
$0.75438 (as at 30 Nov 2009)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 2.20% (as at 31 Dec 2009)
Minimum initial investment

FAQs about the AMP - Flexible Lifetime Investments - BT Active Balanced

The objective of the AMP - Flexible Lifetime Investments - BT Active Balanced managed fund is To provide an overall return (before the deduction of fees, tax and expenses) that exceeds the return from its benchmark over the recommended investment timeframe of 5 years or more.

The strategy of the AMP - Flexible Lifetime Investments - BT Active Balanced managed fund is Asset Allocation benchmarks and ranges: Australian Shares 38% (28-48%), International Shares 22% (12-32%), Australian Property 5% (0-10%), International Property 3% (0-10%), Australian Fixed Interest 17% (5-32%), International Fixed Interest 8% (0-20%), Cash 2% (0-10%), Alternative Investments 5% (0-10%)

The APIR code of the AMP - Flexible Lifetime Investments - BT Active Balanced managed fund is AMP0999AU.

AMP - Flexible Lifetime Investments - BT Active Balanced’s total return last month was 0.9%. This was made up of a growth return of 0.9% and an income return of 0%. These returns were calculated as at 30 Nov 2009.

AMP - Flexible Lifetime Investments - BT Active Balanced’s total return for the last three months was 1.37%. This was made up of a growth return of 1.37% and an income return of 0%%. These returns were calculated as at 30 Nov 2009.

AMP - Flexible Lifetime Investments - BT Active Balanced’s one-year total return is 10.92%. This was made up of a growth return of -4.75% and an income return of 15.67%. These returns were calculated as at 30 Nov 2009.

AMP - Flexible Lifetime Investments - BT Active Balanced’s one-year total return is -3.04%. This was made up of a growth return of -13.66% and an income return of 10.62%. These returns were calculated as at 30 Nov 2009.

The asset allocation of the AMP - Flexible Lifetime Investments - BT Active Balanced managed fund is :

Australian Equities
27.91%
International Equities
30.35%
Cash
5.47%
Property & Infrastructure
6.73%
Fixed Interest
13.33%
Alternatives
16.21%

The Responsible Entity for the AMP - Flexible Lifetime Investments - BT Active Balanced managed fund is AMP Capital Funds Management Ltd.

The AMP - Flexible Lifetime Investments - BT Active Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Nov 2009, the size of the AMP - Flexible Lifetime Investments - BT Active Balanced managed fund was $0.24 million.

The AMP - Flexible Lifetime Investments - BT Active Balanced managed fund has an inception date of 16 Mar 2005.

The current entry price of the AMP - Flexible Lifetime Investments - BT Active Balanced managed fund is $0.75438 per unit and the current exit price is $0.75438 per unit (as at 30 Nov 2009).

The current exit price of the AMP - Flexible Lifetime Investments - BT Active Balanced managed fund is $0.75438 per unit and the current entry price is $0.75438 per unit (as at 30 Nov 2009).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - BT Active Balanced 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.