- Fund Type: Unit Trust
- Objective: Global Asset Allocation
- Asset Class: Asset Allocation
- Geographic Focus: Global
AMP Capital Balanced Growth Fund
+ Add to WatchlistAMPWBAL:AU
1.13 AUD 0.02 1.37%As of 00:59:30 ET on 05/23/2013.
Snapshot for AMP Capital Balanced Growth Fund (AMPWBAL)
| Year To Date: | +10.68% | 3-Month: | +5.26% | 3-Year: | +9.90% | 52-Week Range: | 0.92 - 1.15 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +3.05% | 1-Year: | +24.05% | 5-Year: | +3.14% | Beta vs AS51: | 0.68 |
Fund Profile & Information for AMPWBAL
AMP Capital Balanced Growth Fund is an unit trust incorporated in Australia. The Fund amis to provide moderate capital growth and some income by investing across a range of asset types, with higher exposure to growth assers. The Fund may invest in options, futures, and other derivatives as well as other AMP funds and hedge funds.
| Inception Date: | 05-03-2000 | Telephone: | 61-2-9257-5000 |
|---|---|---|---|
| Managers: | SHANE OLIVER | ||
| Web Site: | www.ampcapital.com.au | ||
Fundamentals for AMPWBAL
| NAV | (on 2013-05-23) 1.13 |
|---|---|
| Assets (M) | (on 2013-03-29) 205.96 |
| Fund Leveraged | N |
| Minimum Investment | 500,000.00 |
| Minimum Subsequent Investment | 5,000.00 |
Dividends for AMPWBAL
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Semi-Anl |
| Last Dividend Net | (on 2013-01-02) 0.02 |
| Dividend Yield (ttm) | 2.91 |
Fees & Expenses for AMPWBAL
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.97 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | 0.66 |
Top Fund Holdings for AMPWBAL
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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