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  5. AMP Portfolio Plan - Ordinary - Managed fund profile

AMP Portfolio Plan - Ordinary - Managed Fund

Fund Objective
N/A
Fund Strategy
To invest in a wide range of domestic and overseas shares, Australian fixed interest securities, and property. The Manager's central investment committee approves investment allocation. Equity investments are higher for this Fund than for the Balanced Option.

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 2.4% 3.35% 7.5% 13.9% 8.56% 4.27% 5.09% 5.69%
Growth return 2.4% 3.35% 7.5% 13.9% 8.56% 4.27% 5.09% 5.69%
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 Portfolio Plan - Ordinary
Australian Equities
37.90%
International Equities
25.80%
Cash
7.20%
Property
15.10%
Fixed Interest
13.50%
Alternatives
0.50%
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 Portfolio Plan - Ordinary
AMP Life Limited
AMP0205AU
Multisector Growth
starstarstarstarstar (as at 30 Nov 2024)
Investment Fund
1 Oct 1980
$66.16 million (as at 31 Dec 2019)
$20.02002 (as at 23 Dec 2024)
$19.99863 (as at 23 Dec 2024)
Open
Offer information
Type Description
Standard entry fee 6%
MER 0.53% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 0.53% (as at 30 Jun 2016)

FAQs about the AMP Portfolio Plan - Ordinary

The objective of the AMP Portfolio Plan - Ordinary managed fund is N/A

The strategy of the AMP Portfolio Plan - Ordinary managed fund is To invest in a wide range of domestic and overseas shares, Australian fixed interest securities, and property. The Manager's central investment committee approves investment allocation. Equity investments are higher for this Fund than for the Balanced Option.

The APIR code of the AMP Portfolio Plan - Ordinary managed fund is AMP0205AU.

AMP Portfolio Plan - Ordinary’s total return last month was 2.4%. This was made up of a growth return of 2.4% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Portfolio Plan - Ordinary’s total return for the last three months was 3.35%. This was made up of a growth return of 3.35% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

AMP Portfolio Plan - Ordinary’s one-year total return is 13.9%. This was made up of a growth return of 13.9% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Portfolio Plan - Ordinary’s one-year total return is 4.27%. This was made up of a growth return of 4.27% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the AMP Portfolio Plan - Ordinary managed fund is :

Australian Equities
37.90%
International Equities
25.80%
Cash
7.20%
Property
15.10%
Fixed Interest
13.50%
Alternatives
0.50%

The Responsible Entity for the AMP Portfolio Plan - Ordinary managed fund is AMP Life Limited.

The AMP Portfolio Plan - Ordinary managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Dec 2019, the size of the AMP Portfolio Plan - Ordinary managed fund was $66.16 million.

The AMP Portfolio Plan - Ordinary managed fund has an inception date of 1 Oct 1980.

The current entry price of the AMP Portfolio Plan - Ordinary managed fund is $20.02002 per unit and the current exit price is $19.99863 per unit (as at 23 Dec 2024).

The current exit price of the AMP Portfolio Plan - Ordinary managed fund is $19.99863 per unit and the current entry price is $20.02002 per unit (as at 23 Dec 2024).

The minimum initial investment amount for the AMP Portfolio Plan - Ordinary managed fund is $.

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.