• Fund Type: Unit Trust
  • Objective: Global Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Global

AMP - Responsible Investment Leaders Balanced Fund

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AMPWSBG:AU

1.07 AUD 0.000.08%

As of 00:59:30 ET on 11/21/2014.

Snapshot for AMP - Responsible Investment Leaders Balanced Fund (AMPWSBG)

Year To Date: +6.58% 3-Month: +1.19% 3-Year: +13.40% 52-Week Range: 1.00 - 1.08
1-Month: +2.38% 1-Year: +8.83% 5-Year: +8.30% Beta vs AS51: 0.63

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  • AMPWSBG:AU 1.07
  • 1M
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Fund Profile & Information for AMPWSBG

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 AMPWSBG

NAV (on 2014-11-21) 1.07
Assets (M) (on 2014-10-31) 905.75
Fund Leveraged N
Minimum Investment 1,500.00
Minimum Subsequent Investment 500.00

Dividends for AMPWSBG

Dividend Type Income
Dividend Frequency Semi-Anl
Last Dividend Net (on 2014-07-01) 0.02
Dividend Yield (ttm) 2.89

Fees & Expenses for AMPWSBG

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 2.20
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 0.82

Top Fund Holdings for AMPWSBG

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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