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  5. AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth - Managed fund profile

AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth - Managed Fund (Closed)

Fund Objective
To provide investors with long-term capital growth by using a distinctive growth oriented investment strategy designed for long-term investors who want to capitalise on the unique opportunities presented by fast growing companies around the world.
Fund Strategy
The portfolio invests in securities listed on international stock exchanges and aims to outperform the MSCI World ex-Australia Index in Australian dollars over periods of five or more years.

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 -0.03% 3.79% 5.21% -9.41% 6.74% 7.6% 10.37% 12.39%
Growth return -0.03% -87.43% -89.84% -91.25% -69.02% -55.99% -37.95% -15.91%
Income return 0% 91.22% 95.05% 81.84% 75.76% 63.59% 48.32% 28.3%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
As at 31 Oct 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth
International Equities
92.44%
Cash
0.70%
Property
6.86%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.12%
Cash
2.53%
Property
1.51%
Australian Equities
2.64%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth
Closed
IPAC Asset Management Limited
AMP1054AU
Equity World Large Growth
starstarstar (as at 31 Oct 2022)
Investment Fund
10 Aug 2005
$0.11 million (as at 31 Oct 2022)
$0.0727 (as at 7 Nov 2022)
$0.07241 (as at 7 Nov 2022)
Finalised
Offer information
Type Description
Standard entry fee 4%
MER 1.95% (as at 30 Jun 2022)
Indirect Cost Ratio (ICR) 2.18% (as at 30 Jun 2022)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Jun 2022)

Holding (as at 30 Jun 2022) Type % of Portfolio
Microsoft Corp Equity 4.95%
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FAQs about the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth

The objective of the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund is To provide investors with long-term capital growth by using a distinctive growth oriented investment strategy designed for long-term investors who want to capitalise on the unique opportunities presented by fast growing companies around the world.

The strategy of the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund is The portfolio invests in securities listed on international stock exchanges and aims to outperform the MSCI World ex-Australia Index in Australian dollars over periods of five or more years.

The APIR code of the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund is AMP1054AU.

AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth’s total return last month was -0.03%. This was made up of a growth return of -0.03% and an income return of 0%. These returns were calculated as at 31 Oct 2022.

AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth’s total return for the last three months was 3.79%. This was made up of a growth return of -87.43% and an income return of 91.22%%. These returns were calculated as at 31 Oct 2022.

AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth’s one-year total return is -9.41%. This was made up of a growth return of -91.25% and an income return of 81.84%. These returns were calculated as at 31 Oct 2022.

AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth’s one-year total return is 7.6%. This was made up of a growth return of -55.99% and an income return of 63.59%. These returns were calculated as at 31 Oct 2022.

The asset allocation of the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund is :

International Equities
92.44%
Cash
0.70%
Property
6.86%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund is IPAC Asset Management Limited.

The AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Oct 2022, the size of the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund was $0.11 million.

The AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund has an inception date of 10 Aug 2005.

The current entry price of the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund is $0.0727 per unit and the current exit price is $0.07241 per unit (as at 7 Nov 2022).

The current exit price of the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth managed fund is $0.07241 per unit and the current entry price is $0.0727 per unit (as at 7 Nov 2022).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - Zurich American Cent Global Growth 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.