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  5. AMP - Flexible Lifetime Investments - Future Directions Emerging Markets - Managed fund profile

AMP - Flexible Lifetime Investments - Future Directions Emerging Markets - Managed Fund

Fund Objective
The objective is to provide a totalreturn, after costs and before tax, higher than the return from the MSCI Emerging Markets (ex Tobacco) Net Return Index (AUD) on a rolling 3 to 5 years basis.
Fund Strategy
To provide high returns over the long term, while accepting a higher level of volatility, through a diversified portfolio of international shares, focusing on emerging markets.

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 5.76% 4.96% 7.28% 19.96% 13.6% 1.86% 2.76% 4.53%
Growth return 5.76% 4.95% 7.28% 14.23% 10.78% -1.88% -0.86% 1.82%
Income return 0% 0.01% 0% 5.73% 2.82% 3.74% 3.62% 2.71%
Market index (MSCI EM NR AUD)
Total return 5.07% 3.08% 7.88% 18.48% 13.72% 3.47% 4.31% 6.57%
As at 31 Dec 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - Future Directions Emerging Markets
International Equities
98.41%
Cash
1.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
96.25%
Cash
2.40%
Australian Equities
0.01%
Property
0.19%
Fixed Interest
0.04%
Alternatives
1.12%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - Future Directions Emerging Markets
IPAC Asset Management Limited
AMP1117AU
Equity Emerging Markets
starstarstar (as at 31 Dec 2024)
Investment Fund
13 Jun 2007
$0.37 million (as at 31 Dec 2024)
$1.01792 (as at 23 Jan 2025)
$1.01285 (as at 23 Jan 2025)
Closed
Offer information
Type Description
Standard entry fee 4%
MER 2.35% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR) 2.49% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0.18
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd Equity 9.87%
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FAQs about the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets

The objective of the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund is The objective is to provide a totalreturn, after costs and before tax, higher than the return from the MSCI Emerging Markets (ex Tobacco) Net Return Index (AUD) on a rolling 3 to 5 years basis.

The strategy of the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund is To provide high returns over the long term, while accepting a higher level of volatility, through a diversified portfolio of international shares, focusing on emerging markets.

The APIR code of the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund is AMP1117AU.

AMP - Flexible Lifetime Investments - Future Directions Emerging Markets’s total return last month was 5.76%. This was made up of a growth return of 5.76% and an income return of 0%. These returns were calculated as at 31 Dec 2024.

AMP - Flexible Lifetime Investments - Future Directions Emerging Markets’s total return for the last three months was 4.96%. This was made up of a growth return of 4.95% and an income return of 0.01%%. These returns were calculated as at 31 Dec 2024.

AMP - Flexible Lifetime Investments - Future Directions Emerging Markets’s one-year total return is 19.96%. This was made up of a growth return of 14.23% and an income return of 5.73%. These returns were calculated as at 31 Dec 2024.

AMP - Flexible Lifetime Investments - Future Directions Emerging Markets’s one-year total return is 1.86%. This was made up of a growth return of -1.88% and an income return of 3.74%. These returns were calculated as at 31 Dec 2024.

The asset allocation of the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund is :

International Equities
98.41%
Cash
1.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund is IPAC Asset Management Limited.

The AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund belongs to the Equity Emerging Markets sector/asset class.

As at 31 Dec 2024, the size of the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund was $0.37 million.

The AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund has an inception date of 13 Jun 2007.

The current entry price of the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund is $1.01792 per unit and the current exit price is $1.01285 per unit (as at 23 Jan 2025).

The current exit price of the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets managed fund is $1.01285 per unit and the current entry price is $1.01792 per unit (as at 23 Jan 2025).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - Future Directions Emerging Markets 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.