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  5. AMP Growth Bond - AMP Balanced Growth - Managed fund profile

AMP Growth Bond - AMP Balanced Growth - Managed Fund

Fund Objective
To provide moderate to high returns over the medium to long term through a portfolio diversified across the main asset classes, but with an emphasis on shares and property.

Fund Performance Comparison

Created with Highcharts 10.2.1TimeReturns (%)Chart context menu1M3M6M1Y P.A.2Y P.A.3Y P.A.5Y P.A.10Y P.A.-4-202468101214

Relative Fund Performance vs 508 peers using Morningstar AUS Growth Tgt Alloc NR AUD as their benchmark.

AMP Growth Bond - AMP Balanced Growth
Peers
Benchmark (Morningstar AUS Growth Tgt Alloc NR AUD)
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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

2.24
% p.a.
AMP Growth Bond - AMP Balanced Growth
1.13
% p.a.
Average of peers (508)
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 -0.64% 0.44% 3.66% 8.26% 8.36% 4.8% 4.99% 4.52%
Growth return -0.64% 0.44% 3.66% 8.26% 8.36% 4.8% 4.99% 4.52%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.99% 0.56% 4.65% 10.8% 11.86% 7.35% 7.39% 6.94%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Growth Bond - AMP Balanced Growth
Australian Equities
24.96%
International Equities
35.29%
Cash
4.15%
Property
7.33%
Fixed Interest
16.07%
Alternatives
12.20%
Created with Highcharts 10.2.124.96%35.29%4.15%7.33%16.07%12.20%
Average Allocation of Peers
Australian Equities
27.26%
International Equities
34.83%
Cash
4.85%
Property
6.48%
Fixed Interest
22.20%
Alternatives
4.38%
Created with Highcharts 10.2.127.26%34.83%4.85%6.48%22.20%4.38%

General Information

Fund Details
Type Description
AMP Growth Bond - AMP Balanced Growth
AMP Life Limited
AMP1190AU
Multisector Growth
starstarstarstar (as at 28 Feb 2025)
Investment Fund
15 Aug 2008
$63.71 million (as at 31 Dec 2019)
$2.08919 (as at 12 Mar 2025)
$2.08919 (as at 12 Mar 2025)
Open
Offer information
Type Description
MER 2.24% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.03% (as at 30 Jun 2016)
Performance fee (not included in ICR) 0.03
Minimum initial investment $1,200.00
Minimum additional investments $200.00
Minimum redemption amount $1,000.00

FAQs about the AMP Growth Bond - AMP Balanced Growth

The objective of the AMP Growth Bond - AMP Balanced Growth managed fund is To provide moderate to high returns over the medium to long term through a portfolio diversified across the main asset classes, but with an emphasis on shares and property.

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

The APIR code of the AMP Growth Bond - AMP Balanced Growth managed fund is AMP1190AU.

AMP Growth Bond - AMP Balanced Growth’s total return last month was -0.64%. This was made up of a growth return of -0.64% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

AMP Growth Bond - AMP Balanced Growth’s total return for the last three months was 0.44%. This was made up of a growth return of 0.44% and an income return of 0%%. These returns were calculated as at 28 Feb 2025.

AMP Growth Bond - AMP Balanced Growth’s one-year total return is 8.26%. This was made up of a growth return of 8.26% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

AMP Growth Bond - AMP Balanced Growth’s one-year total return is 4.8%. This was made up of a growth return of 4.8% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

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

Australian Equities
24.96%
International Equities
35.29%
Cash
4.15%
Property
7.33%
Fixed Interest
16.07%
Alternatives
12.20%

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

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

As at 31 Dec 2019, the size of the AMP Growth Bond - AMP Balanced Growth managed fund was $63.71 million.

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

The current entry price of the AMP Growth Bond - AMP Balanced Growth managed fund is $2.08919 per unit and the current exit price is $2.08919 per unit (as at 12 Mar 2025).

The current exit price of the AMP Growth Bond - AMP Balanced Growth managed fund is $2.08919 per unit and the current entry price is $2.08919 per unit (as at 12 Mar 2025).

The minimum initial investment amount for the AMP Growth Bond - AMP Balanced 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.