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

AMP Capital Responsible Investment Leaders Balanced Fund/Australia

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1.16 AUD 0.000.08%

As of 00:59:30 ET on 05/28/2015.

Snapshot for AMP Capital Responsible Investment Leaders Balanced Fund/Australia (AMPWSBG)

Year To Date: +6.83% 3-Month: +0.61% 3-Year: +15.47% 52-Week Range: 1.03 - 1.18
1-Month: -1.13% 1-Year: +12.69% 5-Year: +10.29% Beta vs AS51: 0.62

Mutual Fund Chart for AMPWSBG

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  • AMPWSBG:AU 1.16
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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: Tel: 61-2-9257-8020
Web Site:

Fundamentals for AMPWSBG

NAV (on 2015-05-28) 1.16
Assets (M) (on 2015-01-30) 957.13
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 2015-01-02) 0.01
Dividend Yield (ttm) 2.69

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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