InvestSMART

AMP Growth Bond - AMP All Growth - Managed Fund

Fund Objective
To provide high returns over the long term through a portfolio investing mostly in Australian and international shares.

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 2.81% 4.02% 7.88% 15.52% 9.66% 5.24% 6.19% 6.38%
Growth return 2.81% 4.02% 7.88% 15.52% 9.66% 5.24% 6.19% 6.38%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 3.58% 5.32% 10.87% 23.14% 14.25% 8.16% 8.88% 9.51%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Growth Bond - AMP All Growth
Australian Equities
41.56%
International Equities
47.79%
Cash
1.42%
Property
3.57%
Alternatives
5.66%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.27%
International Equities
48.56%
Cash
3.14%
Property
4.90%
Alternatives
3.49%
Fixed Interest
5.64%

General Information

Fund Details
Type Description
AMP Growth Bond - AMP All Growth
AMP Life Limited
AMP1195AU
Multisector Aggressive
starstarstarstar (as at 30 Nov 2024)
Investment Fund
15 Aug 2008
$64.25 million (as at 31 Dec 2019)
$2.35286 (as at 23 Dec 2024)
$2.35286 (as at 23 Dec 2024)
Open
Offer information
Type Description
MER 2.24% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.04% (as at 30 Jun 2016)
Performance fee (not included in ICR) 0.04
Minimum initial investment $1,200.00
Minimum additional investments $200.00
Minimum redemption amount $1,000.00

FAQs about the AMP Growth Bond - AMP All Growth

The objective of the AMP Growth Bond - AMP All Growth managed fund is To provide high returns over the long term through a portfolio investing mostly in Australian and international shares.

The strategy of the AMP Growth Bond - AMP All Growth managed fund is

The APIR code of the AMP Growth Bond - AMP All Growth managed fund is AMP1195AU.

AMP Growth Bond - AMP All Growth’s total return last month was 2.81%. This was made up of a growth return of 2.81% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Growth Bond - AMP All Growth’s total return for the last three months was 4.02%. This was made up of a growth return of 4.02% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

AMP Growth Bond - AMP All Growth’s one-year total return is 15.52%. This was made up of a growth return of 15.52% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Growth Bond - AMP All Growth’s one-year total return is 5.24%. This was made up of a growth return of 5.24% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the AMP Growth Bond - AMP All Growth managed fund is :

Australian Equities
41.56%
International Equities
47.79%
Cash
1.42%
Property
3.57%
Alternatives
5.66%
Fixed Interest
0%

The Responsible Entity for the AMP Growth Bond - AMP All Growth managed fund is AMP Life Limited.

The AMP Growth Bond - AMP All Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Dec 2019, the size of the AMP Growth Bond - AMP All Growth managed fund was $64.25 million.

The AMP Growth Bond - AMP All Growth managed fund has an inception date of 15 Aug 2008.

The current entry price of the AMP Growth Bond - AMP All Growth managed fund is $2.35286 per unit and the current exit price is $2.35286 per unit (as at 23 Dec 2024).

The current exit price of the AMP Growth Bond - AMP All Growth managed fund is $2.35286 per unit and the current entry price is $2.35286 per unit (as at 23 Dec 2024).

The minimum initial investment amount for the AMP Growth Bond - AMP All Growth managed fund is $1,200. Minimum additional investment is $200.

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.