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  5. AMP - Personal Investment Bond - International - Managed fund profile

AMP - Personal Investment Bond - International - Managed Fund

Fund Objective
To provide significant capital appreciation over the medium to longer term by diversification into world economies.
Fund Strategy
No Broad Strategy provided by Manager.

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 3.66% 3.78% 7.94% 24.16% 15.11% 6.09% 7.7% 8.78%
Growth return 3.66% 3.78% 7.94% 24.16% 15.11% 6.09% 7.7% 8.78%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
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 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Personal Investment Bond - International
International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Australian Equities
2.64%
Cash
2.45%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
AMP - Personal Investment Bond - International
AMP Life Limited
NML0215AU
Equity World Large Blend
starstarstar (as at 31 Oct 2024)
Investment Fund
30 Jun 1987
$0.39 million (as at 30 Sep 2024)
$33.912 (as at 31 Oct 2024)
$33.8648 (as at 31 Oct 2024)
Open
Offer information
Type Description
Standard entry fee 3%
MER 2.05% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 2.05% (as at 30 Jun 2016)
Minimum initial investment $1,000.00

FAQs about the AMP - Personal Investment Bond - International

The objective of the AMP - Personal Investment Bond - International managed fund is To provide significant capital appreciation over the medium to longer term by diversification into world economies.

The strategy of the AMP - Personal Investment Bond - International managed fund is No Broad Strategy provided by Manager.

The APIR code of the AMP - Personal Investment Bond - International managed fund is NML0215AU.

AMP - Personal Investment Bond - International’s total return last month was 3.66%. This was made up of a growth return of 3.66% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - Personal Investment Bond - International’s total return for the last three months was 3.78%. This was made up of a growth return of 3.78% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP - Personal Investment Bond - International’s one-year total return is 24.16%. This was made up of a growth return of 24.16% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - Personal Investment Bond - International’s one-year total return is 6.09%. This was made up of a growth return of 6.09% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the AMP - Personal Investment Bond - International managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Personal Investment Bond - International managed fund is AMP Life Limited.

The AMP - Personal Investment Bond - International managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Sep 2024, the size of the AMP - Personal Investment Bond - International managed fund was $0.39 million.

The AMP - Personal Investment Bond - International managed fund has an inception date of 30 Jun 1987.

The current entry price of the AMP - Personal Investment Bond - International managed fund is $33.912 per unit and the current exit price is $33.8648 per unit (as at 31 Oct 2024).

The current exit price of the AMP - Personal Investment Bond - International managed fund is $33.8648 per unit and the current entry price is $33.912 per unit (as at 31 Oct 2024).

The minimum initial investment amount for the AMP - Personal Investment Bond - International managed fund is $1,000.

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.