AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity - Managed Fund (Closed)

The objective of the AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund is To outperform the S&P/ASX 300 Accumulation Index over the medium to long term with moderate tax effective income by investing in a portfolio of listed Australian equities that are generally chosen from the S&P/ASX 300 Index.

The strategy of the AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund is The investment manager seeks to position its portfolio towards those sectors and stocks which they believe will experience positive earnings revisions and away from those they believe will suffer negative revisions. At any time, the portfolio is tilted towards stocks which afford the most compelling opportunities for appreciation over the coming 12 months. Derivatives may also be used (primarily for the purpose of managing risk).

The APIR code of the AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund is AMP2045AU.

AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity’s total return last month was 3.43%. This was made up of a growth return of 3.43% and an income return of 0%. These returns were calculated as at 31 Aug 2022.

AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity’s total return for the last three months was -1.98%. This was made up of a growth return of -17.51% and an income return of 15.53%%. These returns were calculated as at 31 Aug 2022.

AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity’s one-year total return is -1.79%. This was made up of a growth return of -19.51% and an income return of 17.72%. These returns were calculated as at 31 Aug 2022.

AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity’s one-year total return is 8.69%. This was made up of a growth return of -1.57% and an income return of 10.26%. These returns were calculated as at 31 Aug 2022.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund is :

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund is IPAC Asset Management Limited.

The AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Aug 2022, the size of the AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund was $0.12 million.

The AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund has an inception date of 1 Jul 2015.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund is $0.26166 per unit and the current exit price is $0.26087 per unit (as at 27 Sep 2022).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund is $0.26087 per unit and the current entry price is $0.26166 per unit (as at 27 Sep 2022).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - Ausbil Australian Active Equity managed fund is $1,500. Minimum additional investment is $500.