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Future Directions Balanced Fund - target manager allocation*
| Manager | Indicative weight % |
Style/focus | |
| Australian shares | AMP Capital Investors | 3.00 | Concentrated capital |
| AMP Capital Investors | 0.25 |
Small companies | |
| AMP Capital Investors | 15.00 | Enhanced index | |
| Ausbil Dexia | 1.50 | Growth | |
| JF Capital Partners | 1.20 | Growth | |
| Kinetic Investment Partners | 0.25 | Growth at a reasonable price | |
| Lazard Asset Management | 3.15 | Value | |
| Perennial Investment Partners | 0.25 | Value | |
| Platypus Asset Management | 3.00 | Growth | |
| Tyndall Asset Management | 2.40 | Value | |
| ----- | |||
| Total | 30.00 | ||
| International shares | Alliance Growth Equities | 2.33 | Growth |
| Arrowstreet Capital | 1.71 | Quantitative | |
| AXA Rosenberg | 0.11 | Asia ex-Japan small companies | |
| AXA Rosenberg | 0.06 | Japanese small companies | |
| Baillie Gifford | 2.33 | Concentrated growth | |
| Bernstein Value Equities | 2.95 | Concentrated value | |
| Charlemagne Capital | 0.21 | Opportunistic | |
| Colonial First State | 0.19 | Quality | |
| Copper Rock Capital Partners | 0.30 | US Small Companies | |
| Fortis Investments | 0.23 | European small companies | |
| Genesis Investment Management | 0.23 | Growth | |
| GMO | 1.55 | Value | |
| Henderson Global Investors | 7.43 | Multi-strategy | |
| MIR Investment Management | 0.47 | Value | |
| Morgan Stanley | 0.34 | European small companies | |
| Rexiter Capital Managment | 0.54 | Core | |
| Rheos Capital Works | 0.11 | Japanese small companies | |
| River Road Asset Management | 0.35 | US companies | |
| Schroders Investment Management | 0.22 | Core | |
| T.Rowe Price | 1.55 | Growth | |
| Taube Hodson Stonex Partners | 3.11 | Thematic | |
| The London Company Investment Council | 0.35 | US small companies | |
| Treasury Asia Asset Management | 0.34 | Growth | |
| ----- | |||
| Total | 27.00 | ||
| Property | AMP Capital Investors (Australia & Asia), AMP Capital Redding Investors (UK & Europe), Brookfield Redding (North America) | 2.00 | Global property securities |
| CBRE Global Real Estate Securities | |||
| Invesco | |||
| Perennial Investment Partners | |||
| Arlington Securities | 1.00 | ||
| Domaine Property Funds | Unlisted property | ||
| GPT Group | |||
| Investa Property Group | |||
| Lend Lease Real Estate Investments | |||
| Multiplex Capital | |||
| Principal Global Investors | |||
| Retirement Villages Group | |||
| Macquarie Bank | 1.00 | Australian listed property | |
| Macquarie Bank | 2.00 | Enhanced index | |
| ----- | |||
| Total | 6.00 | ||
| Australian fixed interest | AMP Capital Investors | 8.50 | Enhanced credit and core plus strategies |
| Goldman Sachs Asset Management | 0.50 | Enhanced credit and core plus strategies | |
| Vianova Asset Management | 1.00 | Fixed income - absolute return | |
| Total | 10.00 | ||
| International fixed interest | Credit Agricole Asset Management | 1.50 | Global treasury |
| Goldman Sachs Asset Management | 1.50 | Global credit | |
| Hyperion Capital Management | 0.90 | Asset-backed securities | |
| Mondrian Investment Partners | 0.60 | Global aggregate | |
| Putnam Investments | 1.50 | Global aggregate | |
| ----- | |||
| Total | 6.00 | ||
| Alternative assets | AMP Capital Investors | 17.00 | Infrastructure and Total Return Fund |
| ----- | |||
| Total | 17.00 | ||
| Cash | AMP Capital Investors | 4.00 | |
| ----- | |||
| Total | 4.00 | ||
* As at 11 November 2008. Manager weightings may vary without notice. |
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