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  5. AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond - Managed fund profile

AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond - Managed Fund

Fund Objective
To provide a total return (income and capital growth) after costs and before tax, above the return from the benchmark over a rolling three-year basis.
Fund Strategy
The Fund invests primarily in short and long term fixed income securities. The Fund takes a multi-manager approach, where specialist investment managers who demonstrate competitive advantages in their fields of investment, source investments for the Fund. In selecting managers for the Fund, we aim for diversification of managers across: types of managers, from boutique investment managers to those with long histories, and asset sectors within the fixed income asset class, where appropriate to the Fund's investment strategy.

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% 1.25% 0.57% 3.01% 2.97% -0.68% -1.49% 0.73%
Growth return 0.9% 1.13% -0.57% 1.59% 2.08% -1.81% -3.98% -2.07%
Income return 0% 0.12% 1.14% 1.42% 0.89% 1.13% 2.49% 2.8%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.93% 1.63% 1.16% 4.18% 3.85% 0.32% -0.59% 1.9%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond
Cash
5.45%
Fixed Interest
94.56%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
4.59%
Fixed Interest
93.76%
Australian Equities
1.07%
International Equities
0.47%
Property
0.06%
Alternatives
0.04%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond
IPAC Asset Management Limited
AMP1409AU
Bonds - Australia
star (as at 31 Jan 2025)
Investment Fund
1 Jul 2010
$0.11 million (as at 31 Jan 2025)
$0.8449 (as at 6 Mar 2025)
$0.84355 (as at 6 Mar 2025)
Open
Offer information
Type Description
MER 1.43% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR) 1.44% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0.03
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
Ardea Australian Inflation Linked Bond Fund Class I Mutual Fund - Unspecified 11.93%
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FAQs about the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond

The objective of the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund is To provide a total return (income and capital growth) after costs and before tax, above the return from the benchmark over a rolling three-year basis.

The strategy of the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund is The Fund invests primarily in short and long term fixed income securities. The Fund takes a multi-manager approach, where specialist investment managers who demonstrate competitive advantages in their fields of investment, source investments for the Fund. In selecting managers for the Fund, we aim for diversification of managers across: types of managers, from boutique investment managers to those with long histories, and asset sectors within the fixed income asset class, where appropriate to the Fund's investment strategy.

The APIR code of the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund is AMP1409AU.

AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond’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 28 Feb 2025.

AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond’s total return for the last three months was 1.25%. This was made up of a growth return of 1.13% and an income return of 0.12%%. These returns were calculated as at 28 Feb 2025.

AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond’s one-year total return is 3.01%. This was made up of a growth return of 1.59% and an income return of 1.42%. These returns were calculated as at 28 Feb 2025.

AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond’s one-year total return is -0.68%. This was made up of a growth return of -1.81% and an income return of 1.13%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund is :

Cash
5.45%
Fixed Interest
94.56%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund is IPAC Asset Management Limited.

The AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 Jan 2025, the size of the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund was $0.11 million.

The AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund has an inception date of 1 Jul 2010.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund is $0.8449 per unit and the current exit price is $0.84355 per unit (as at 6 Mar 2025).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond managed fund is $0.84355 per unit and the current entry price is $0.8449 per unit (as at 6 Mar 2025).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - Future Directions Australian Bond 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.