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AMP Flexible Lifetime Investments - Future Directions Total Return
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General Information
Fund Name AMP Flexible Lifetime Investments - Future Directions Total Return
Fund Status Closed
Manager AMP Capital Investors Limited
APIR Code AMP1008AU  
Sector/Asset Class Hedge Funds - Global  
Morningstar Rating  (as at 31st Jan 2010)  
Morningstar Recommendation Login now to view this recommendation.  
Legal Structure Investment Fund  
Fund Inception 16th Mar 2005
Fund Size $0.22 million (as at 31st Jan 2010) 
Entry Price $0.71323 (as at 29th Jan 2010) 
Exit Price $0.71323 (as at 29th Jan 2010) 
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Fund Performance (as at 31st Dec 2009)   NOTE : returns for periods greater than 1 year are annualised
  1 Month
%		 3 Month
%		 6 Month
%		 1 Year
% p.a.		 2 Year
% p.a.		 3 Year
% p.a.		 5 Year
% p.a.		 10 Year
% p.a.
Total Return 0.22 0.35 0.85 -2.7 -19.3 -7.82 - -
Growth Return 0.22 0.35 0.85 -2.70 -21.50 -9.92 - -
Income Return 0.00 0.00 0.00 0.00 2.20 2.10 - -
Morningstar Index
(Mstar PG ITr Hedge Funds - Global Idx)  
Total Return 1.09 3.13 5.94 4.92 4.43 4.37 1.25 4.78
Market Index
(RBA Bank accepted Bills 90 Days)
Total Return 0.24 0.74 1.48 3.21 3.88 4.22 4.34 5.15


Asset Allocation (as at 30th Jun 2007)  
Domestic Shares 0%
International Shares 0%
Cash 0%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 100%
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Objectives and Strategy
Fund Objective To deliver returns above the cash rate regardless of market movements, through investing in a diversified portfolio of investment strategies and managers.
Fund Strategy Invests in a mix of assets that meet the Fund's socially and environmentally sustainable criteria. The Fund has a bias towards growth assets. Asset allocation ranges (with benchmarks in brackets): Australian shares 25-45% (35%), international shares 25-45% (35%), property 0-10% (0%), Australian bonds 7.5-17.5% (12.5%), international bonds 7.5-17.5% (12.5%), Australian cash 0-10% (5%). The Manager does not currently apply the sustainable future style to the Fund's cash and fixed interest investments.

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Offer Information
Entry Fee via InvestSMART 0%
Standard Entry Fee 4%
Indirect Cost Ratio (ICR) 2.2% (as at 31st Dec 2009)
Minimum Initial Investment $0

MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund



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