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

AMP Growth Bond - AMP Moderate Growth - Managed Fund

Fund Objective
To provide returns greater than those from cash or fixed interest over the medium to long term through a diversified portfolio of cash, fixed interest, shares and property.

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 -0.27% 0.97% 4.5% 11.64% 6.8% 1.83% 2.94% 3.74%
Growth return -0.27% 0.97% 4.5% 11.64% 6.8% 1.83% 2.94% 3.74%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -0.68% 1.17% 6.1% 16.84% 9.57% 3.59% 4.65% 5.92%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Growth Bond - AMP Moderate Growth
Australian Equities
22.58%
International Equities
21.80%
Cash
15.86%
Fixed Interest
24.42%
Alternatives
15.35%
Property
0%
Average Allocation of Peers
Australian Equities
15.89%
International Equities
27.54%
Cash
10.32%
Fixed Interest
35.46%
Alternatives
6.84%
Property
3.95%

General Information

Fund Details
Type Description
AMP Growth Bond - AMP Moderate Growth
AMP Life Limited
AMP1189AU
Multisector Balanced
starstarstar (as at 31 Oct 2024)
Investment Fund
15 Aug 2008
$46.24 million (as at 31 Dec 2019)
$1.86353 (as at 13 Nov 2024)
$1.86353 (as at 13 Nov 2024)
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 Moderate Growth

The objective of the AMP Growth Bond - AMP Moderate Growth managed fund is To provide returns greater than those from cash or fixed interest over the medium to long term through a diversified portfolio of cash, fixed interest, shares and property.

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

The APIR code of the AMP Growth Bond - AMP Moderate Growth managed fund is AMP1189AU.

AMP Growth Bond - AMP Moderate Growth’s total return last month was -0.27%. This was made up of a growth return of -0.27% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP Growth Bond - AMP Moderate Growth’s total return for the last three months was 0.97%. This was made up of a growth return of 0.97% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP Growth Bond - AMP Moderate Growth’s one-year total return is 11.64%. This was made up of a growth return of 11.64% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP Growth Bond - AMP Moderate Growth’s one-year total return is 1.83%. This was made up of a growth return of 1.83% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

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

Australian Equities
22.58%
International Equities
21.80%
Cash
15.86%
Fixed Interest
24.42%
Alternatives
15.35%
Property
0%

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

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

As at 31 Dec 2019, the size of the AMP Growth Bond - AMP Moderate Growth managed fund was $46.24 million.

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

The current entry price of the AMP Growth Bond - AMP Moderate Growth managed fund is $1.86353 per unit and the current exit price is $1.86353 per unit (as at 13 Nov 2024).

The current exit price of the AMP Growth Bond - AMP Moderate Growth managed fund is $1.86353 per unit and the current entry price is $1.86353 per unit (as at 13 Nov 2024).

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