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Future Directions team completes national road show
The Future Directions investment team undertook a national tour this month, with over 1400 AMP financial planners attending professional development days on recent enhancements to the funds.
The changes have broadened the investment universe for the Future Directions Diversified Funds range, expanding the funds’ alternative asset portfolio and introducing new asset classes such as high yield debt securities, inflation linked securities and enhanced index mandates. The funds will also introduce dynamic (medium-term) asset allocation, allowing moves away from long-term asset allocations.
International and Future Directions Funds Investment Director, Sean Henaghan, said the enhancements would provide greater diversification for the Future Directions Funds and had been well received by financial planners.
“At AMP Capital we believe fund managers should evolve in response to changing market conditions and adopt the most up to date investment strategies. While the return target of the funds will remain the same, we expect that the introduction of a number of these new asset classes will help to reduce the overall volatility of the funds,” he said.
AMP Capital plans to make some incremental changes towards the new asset allocation over the coming year, with the majority of changes to be implemented this month.
Important links:
- Access all you need to know about the Future Directions Funds:
http://www.ampcapital.com.au/ampfp/futuredirectionsfunds/default.asp
- Access a copy of the presentation given at the AMPFP PD days
http://www.ampcapital.com.au/_pdf/ampfp/fdf/2008-September_FDF-presentation.pdf
- Future Directions Funds Strategic Asset Allocation (SAA) review
- Overview of the outcomes of the SAA review
http://ampcapital.com.au/_pdf/ampfp/fdf/2008-september_FDF-SAA-changes.pdf - Adviser questions and answers
http://ampcapital.com.au/_pdf/ampfp/fdf/2008-September_FDF-questions.pdf
- Overview of the outcomes of the SAA review
- Future Directions Funds overview flyer
Brief overview of what the Future Directions Funds are, the reasons to invest and what each fund’s investment approach is.
http://www.ampcapital.com.au/_pdf/futuredirections/overview/FDFOverview.pdf
- Panel of managers
Access the manager listing for each of the funds. A downloadable PDF document of the panel of managers can be also accessed on this page as well as detailed profiles on each of the FDF managers.
http://www.ampcapital.com.au/ampfp/futuredirectionsfunds/panelofmanagers.asp
- Manager profiles
Detailed profiles on each of the FDF managers
http://ampcapital.com.au/_pdf/ampfp/fdf/FDFManagerProfile.pdf
- Target manager allocations
- The latest target manager allocations for the FDF’s range of diversified funds
http://www.ampcapital.com.au/ampfp/futuredirectionsfunds/target-manager-allocations.asp - Target manager allocations for FDF’s range of single sector funds can be found in the performance reports http://www.ampcapital.com.au/ampfp/factsheets.asp
- The latest target manager allocations for the FDF’s range of diversified funds
- Education booklet
An educational guide to:- What multi-manager funds are
- Why use multi-manager funds
- How the Future Directions Funds work
- Why invest in the Future Directions Funds
- Snapshot of the investment options
http://ampcapital.com.au/_pdf/ampfp/fdf/2008-september_FDF-education-booklet.pdf
Find more information on the Future Directions Funds.