Future Directions Moderately Conservative Fund

The Future Directions Moderately Conservative Fund is a multi manager fund that gives investors access to a diversified portfolio with a balanced mix of income assets (cash and bonds) of around 45% and growth (shares and property) and alternative assets of around 55%.

Key features

  • exposure to a range of quality investment managers representing the best in their asset class and investment style, selected by AMP Capital's specialist multi manager team
  • supported by Mercer Investment Consulting's specialist asset class advice and global investment manager research
  • using a blend of managers to provide more diversification with the aim of delivering more stable returns
  • efficient manager configuration and rebalancing to the strategic benchmark asset allocation
  • market leading investment strategies, for example, having some exposure to global listed property and alternative assets, which provides opportunities for out performance and diversification

Fund facts

APIR code

AMP0679AU (Class A units)
AMP0678AU (Wholesale units)

Fund aim To provide moderate returns over the medium to long term while accepting low to medium levels of volatility.

Risk level

Low-medium

Time frame

Minimum 3 to 5 years

Inception date

24 March 2005 (Class A units)
16 April 2003 (Wholesale units)

Benchmark Weighted average return of the market indices of the underlying funds, at the benchmark asset mix.

 

Future Directions Funds

Diversified funds Single sector funds
Future Directions Conservative Future Directions Australian Share
Future Directions Moderately Conservative Future Directions Australian Small Companies
Future Directions Balanced Future Directions Geared Australian Share
Future Directions Growth Future Directions International Share
Future Directions High Growth Future Directions Core International Share
  Future Directions Hedged Core International Share
  Future Directions Extended Markets International Share
  Future Directions Property
  Future Directions Australian Bond
  Future Directions International Bond
  Future Directions Total Return

 

Secure Services
More Information
PDS updates
Performance report
Sep 2008 (PDF 51Kb)
PDS
(PDF 384 Kb)

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