- Fund Type: Unit Trust
- Objective: Sector Fund-Asset Allocation
- Asset Class: Asset Allocation
- Geographic Focus: Global
AMP - Responsible Investment Leaders Balanced Fund
+ Add to WatchlistAMPSBGA:AU
1.00 AUD 0.000.17%As of 00:59:30 ET on 05/20/2013.
Snapshot for AMP - Responsible Investment Leaders Balanced Fund (AMPSBGA)
| Year To Date: | +11.40% | 3-Month: | +6.44% | 3-Year: | +8.81% | 52-Week Range: | 0.82 - 1.00 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +5.00% | 1-Year: | +22.45% | 5-Year: | +3.27% | Beta vs AS51: | 0.65 |
Fund Profile & Information for AMPSBGA
AMP - Responsible Investment Leaders Balanced is a unit trust incorporated in Australia. The Fund has a long-term investment strategy recognising that broader social, governance, labour and environmental factors can impact long-term business success. The Fund invests in a mix of global assets with a bias towards growth assets through a range of managers.
| Inception Date: | 02-28-2001 | Telephone: | 61-2-9257-5000 |
|---|---|---|---|
| Managers: | MICHAEL ANDERSON | ||
| Web Site: | www.ampcapital.com.au | ||
Fundamentals for AMPSBGA
| NAV | (on 2013-05-20) 1.00 |
|---|---|
| Assets (M) | (on 2013-03-29) 579.43 |
| Fund Leveraged | N |
| Minimum Investment | 500,000.00 |
| Minimum Subsequent Investment | 5,000.00 |
Dividends for AMPSBGA
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Semi-Anl |
| Last Dividend Net | (on 2013-01-02) 0.01 |
| Dividend Yield (ttm) | 2.29 |
Fees & Expenses for AMPSBGA
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.03 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | 1.03 |
Top Fund Holdings for AMPSBGA
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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