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  5. AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index - Managed fund profile

AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index - Managed Fund

Fund Objective
To provide a total return (income and capital growth) after costs and before-tax; higher than the return from the benchmark on a rolling 12 month basis.
Fund Strategy
The portfolio invests in international shares and partially replicates the MSCI World Accumulation (ex-Australia) Index. Some of the portfolio's underlying managers may use short selling with the aim of implementing the investment objectives. The portfolio may be geared; but in normal circumstances; the portfolio will be no more than 100% exposed to international share market movements; after taking into account derivative positions. In normal circumstances; the portfolio is unhedged to Australian dollars.

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 -4.75% -2.41% 9.55% 11.95% 19.97% 14.1% 14.97% 10.78%
Growth return -15.12% -13.03% -2.37% -4.49% 7.22% 2.04% 3.12% 0.07%
Income return 10.37% 10.62% 11.92% 16.44% 12.75% 12.06% 11.85% 10.71%
Market index (MSCI World Ex Australia NR AUD)
Total return -4.67% -2.41% 9.42% 12.25% 20.2% 14.65% 15.75% 11.86%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index
Australian Equities
0.07%
International Equities
95.45%
Cash
2.44%
Property
2%
Alternatives
0.04%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
1.44%
International Equities
95.34%
Cash
1.80%
Property
1.15%
Alternatives
0.15%
Fixed Interest
0.11%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index
IPAC Asset Management Limited
AMP1396AU
Equity World Large Blend
starstarstar (as at 31 Mar 2025)
Investment Fund
1 Jul 2010
$0.37 million (as at 31 Mar 2025)
$1.61478 (as at 14 Apr 2025)
$1.61156 (as at 14 Apr 2025)
Open
Offer information
Type Description
MER 1.59% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR) 1.58% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0.01
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Dec 2024)

Holding (as at 31 Dec 2024) Type % of Portfolio
NVIDIA Corp Equity 4.91%
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FAQs about the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index

The objective of the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund is To provide a total return (income and capital growth) after costs and before-tax; higher than the return from the benchmark on a rolling 12 month basis.

The strategy of the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund is The portfolio invests in international shares and partially replicates the MSCI World Accumulation (ex-Australia) Index. Some of the portfolio's underlying managers may use short selling with the aim of implementing the investment objectives. The portfolio may be geared; but in normal circumstances; the portfolio will be no more than 100% exposed to international share market movements; after taking into account derivative positions. In normal circumstances; the portfolio is unhedged to Australian dollars.

The APIR code of the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund is AMP1396AU.

AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index’s total return last month was -4.75%. This was made up of a growth return of -15.12% and an income return of 10.37%. These returns were calculated as at 31 Mar 2025.

AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index’s total return for the last three months was -2.41%. This was made up of a growth return of -13.03% and an income return of 10.62%%. These returns were calculated as at 31 Mar 2025.

AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index’s one-year total return is 11.95%. This was made up of a growth return of -4.49% and an income return of 16.44%. These returns were calculated as at 31 Mar 2025.

AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index’s one-year total return is 14.1%. This was made up of a growth return of 2.04% and an income return of 12.06%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund is :

Australian Equities
0.07%
International Equities
95.45%
Cash
2.44%
Property
2%
Alternatives
0.04%
Fixed Interest
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund is IPAC Asset Management Limited.

The AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Mar 2025, the size of the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund was $0.37 million.

The AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund has an inception date of 1 Jul 2010.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund is $1.61478 per unit and the current exit price is $1.61156 per unit (as at 14 Apr 2025).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index managed fund is $1.61156 per unit and the current entry price is $1.61478 per unit (as at 14 Apr 2025).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - AMP International Shares Enhanced Index 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.