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  5. AMP Personal Achiever - AMP Balanced Growth - Managed fund profile

AMP Personal Achiever - AMP Balanced Growth - Managed Fund

Fund Objective
To provide moderate to higher returns primarily from capital growth with some income over the long-term by investing across the main asset classes, with higher exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focused investment managers.
Fund Strategy
To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on 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 2.35% 3.18% 7.16% 13.17% 7.87% 3.55% 4.18% 4.57%
Growth return 2.35% 3.18% 7.16% 13.17% 7.87% 3.55% 4.18% 4.57%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.98% 4.07% 9.17% 18.84% 11.44% 6.08% 6.76% 7.77%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Personal Achiever - AMP Balanced Growth
Australian Equities
24.96%
International Equities
35.29%
Cash
4.15%
Property
7.33%
Fixed Interest
16.07%
Alternatives
12.20%
Average Allocation of Peers
Australian Equities
27.54%
International Equities
33.90%
Cash
5.64%
Property
6.85%
Fixed Interest
21.68%
Alternatives
4.39%

General Information

Fund Details
Type Description
AMP Personal Achiever - AMP Balanced Growth
AMP Life Limited
AMP0243AU
Multisector Growth
starstarstar (as at 30 Nov 2024)
Investment Fund
5 Apr 1994
$0.36 million (as at 31 Dec 2019)
n/a
$3.57379 (as at 23 Dec 2024)
Closed
Offer information
Type Description
Minimum initial investment $500.00

FAQs about the AMP Personal Achiever - AMP Balanced Growth

The objective of the AMP Personal Achiever - AMP Balanced Growth managed fund is To provide moderate to higher returns primarily from capital growth with some income over the long-term by investing across the main asset classes, with higher exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focused investment managers.

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

The APIR code of the AMP Personal Achiever - AMP Balanced Growth managed fund is AMP0243AU.

AMP Personal Achiever - AMP Balanced Growth’s total return last month was 2.35%. This was made up of a growth return of 2.35% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Personal Achiever - AMP Balanced Growth’s total return for the last three months was 3.18%. This was made up of a growth return of 3.18% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

AMP Personal Achiever - AMP Balanced Growth’s one-year total return is 13.17%. This was made up of a growth return of 13.17% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Personal Achiever - AMP Balanced Growth’s one-year total return is 3.55%. This was made up of a growth return of 3.55% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the AMP Personal Achiever - 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 Personal Achiever - AMP Balanced Growth managed fund is AMP Life Limited.

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

As at 31 Dec 2019, the size of the AMP Personal Achiever - AMP Balanced Growth managed fund was $0.36 million.

The AMP Personal Achiever - AMP Balanced Growth managed fund has an inception date of 5 Apr 1994.

The current entry price of the AMP Personal Achiever - AMP Balanced Growth managed fund is $ per unit and the current exit price is $3.57379 per unit (as at 23 Dec 2024).

The current exit price of the AMP Personal Achiever - AMP Balanced Growth managed fund is $3.57379 per unit and the current entry price is $ per unit (as at 23 Dec 2024).

The minimum initial investment amount for the AMP Personal Achiever - AMP Balanced Growth managed fund 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.