Responsible Investment Leaders (RIL) Asset Allocation

The asset allocation of Responsible Investment Leaders Funds is based upon the strategic asset allocation of AMP Capital’s in-house Investment Strategy and Economics team. This strategic asset allocation is typically reviewed on an annual basis. During the year asset allocation is passively rebalanced within set ranges.

Detailed below are the current asset allocation benchmarks and ranges of the diversified Responsible Investment Leaders Funds. Actual asset allocation is detailed in the fund fact sheets.

Responsible Investment Leaders Balanced Fund

Sector	Benchmark	Ranges
Australian shares	38%	35-41%
International shares (unhedged)	18%	11-25%
International shares (hedged)	4%	0-8%
Alternatives	1%	0-4%
Australian listed property	5%	2-8%
Global listed property (hedged)	3%	0-6%
Direct property	5%	2-8%
Total Growth	74%
Australian bonds	18%	15-21%
International bonds	5%	2-8%
Cash	3%	0-6%
Total Income	26%

Responsible Investment Leaders Conservative Fund

Sector	Benchmark	Ranges
Australian shares	15%	12-18%
International shares	7%	4-10%
Australian listed property	3%	0-6%
Global listed property	2%	0-5%
Direct property	-	-
Total Growth	27%
Australian bonds	35%	32-38%
International bonds	13%	10-16%
Cash	25%	22-28%
Total Income	73%

Responsible Investment Leaders Growth Fund

Sector	Benchmark	Ranges
Australian shares	45%	42-48%
International shares (unhedged)	26%	19-33%
International shares (hedged)	7%	3-11%
Australian listed property	5%	2-8%
Global listed property (hedged)	3%	0-6%
Total Growth	86%
Australian bonds	8%	5-11%
International bonds	3%	0-6%
Cash	3%	0-6%
Total Income	14%

 

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Responsible Investment Leaders funds

Diversified funds	Single sector funds
Responsible Investment Leaders Conservative	Responsible Investment Leaders Australian Share
Responsible Investment Leaders Balanced	Responsible Investment Leaders International Share
Responsible Investment Leaders Growth