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Panel of managers
Download the FDF panel of managers (PDF 905Kb) as seen below, or profiles on each of the FDF managers (PDF 145Kb)
| Manager | Indicative weight % |
Style/focus | |
| Future Directions Australian Share Fund (and Future Directions Geared Australian Share Fund) | AMP Capital Investors | 20.0 | Growth |
| Ausbil Dexia | 10.0 | Growth | |
| JF Capital Partners | 8.0 | Growth | |
| Lazard Asset Management | 21.0 | Value | |
| Platypus Asset Management | 20.0 | Growth | |
| Tyndall Asset Management | 16.0 | Value | |
| Future Directions Australian Small Companies Fund* | 5.0 | Small companies | |
| ---------------- | |||
| Total | 100.0 | ||
| Future Directions Australian Small Companies Fund | AMP Capital Investors | 33.4 | Small companies |
| Kinetic Investment Partners | 33.3 | Growth at a reasonable price | |
| Renaissance Asset Management | 33.3 | Value | |
| ---------------- | |||
| Total | 100.0 | ||
| Future Directions International Share Fund | Alliance Growth Equities | 8.6 | Growth |
| Arrowstreet Capital | 6.3 | Quantitative | |
| Baillie Gifford | 8.6 | Concentrated growth | |
| Bernstein Value Equities | 10.9 | Concentrated value | |
| GMO | 5.8 | Value | |
| Henderson Global Investors | 27.5 | Multi-strategy | |
| T.Rowe Price | 5.8 | Growth | |
| Taube Hodson Stonex Partners | 11.5 | Thematic | |
| Future Directions Asia Ex-Japan Fund* | 5.0 | Asia ex-Japan | |
| Future Directions Extended Markets International Share Fund* | 10.0 | International small companies and emerging markets | |
| ---------------- | |||
| Total | 100.0 | ||
| Future Directions Hedged Core International Share Fund | Alliance Growth Equities | 15.0 | Growth |
| Arrowstreet Capital | 11.0 | Quantitative | |
| Baillie Gifford | 15.0 | Concentrated growth | |
| Bernstein Value Equities | 19.0 | Concentrated value | |
| GMO | 10.0 | Value | |
| Taube Hodson Stonex Partners | 20.0 | Thematic | |
| T.Rowe Price | 10.0 | Growth | |
| ---------------- | |||
| Total | 100.0 | ||
| Future Directions Emerging Markets Share Fund | Charlemagne Capital | 20-25 | Opportunistic |
| Colonial First State | 22-27 | Quality | |
| Genesis Investment Management | 28-31 | Growth | |
| Schroders | 22-25 | Core | |
| ---------------- | |||
| 100.0 | |||
| Future Directions Extended Markets International Share Fund | AXA Rosenberg | 4.7 | Asia ex-Japan small companies |
| AXA Rosenberg | 1.9 | Japanese small companies | |
| Copper Rock Capital | 10.3 | US small companies | |
| Fortis Investments | 10.8 | European small companies | |
| Morgan Stanley | 10.8 | European small companies | |
| Rheos Capital Works | 3.9 | Japanese small companies | |
| River Road Asset Management | 11.9 | US small companies | |
| The London Investment Council | 11.9 | US small companies | |
| Future Directions Emerging Markets Share Fund* | 33.7 | Emerging markets | |
| ---------------- | |||
| Total | 100.0 | ||
| Future Directions Asia Ex-Japan Fund | MIR Investment Management | 35.0 | Value |
| Rexiter Capital Management | 40.0 | Core | |
| Treasury Asia Asset Management | 25.0 | Growth | |
| Future Directions International Bond Fund | Credit Agricole Asset Management | 25.0 | Global treasury |
| Goldman Sachs Asset Management | 15.0 | Global credit | |
| Hyperion Capital Management | 10.0 | Asset-backed securities | |
| Mondrian Investments Partners | 25.0 | Global aggregate | |
| Putnam Investments | 25.0 | Global aggregate | |
| --------------- | |||
| Total | 100.0 | ||
| Future Directions Australian Bond Fund | AMP Capital Investors (including Goldman Sachs Asset Management ) | 90.0 | Enhanced credit and core plus strategies |
| Vianova Asset Management | 10.0 | Fixed income - absolute return | |
| --------------- | |||
| Total | 100.0 | ||
| Future Directions Property Fund | AMP Capital Investors (Australia and Asia) |
50.0 | Global property securities |
Arlington Securities |
25.0 | Unlisted property | |
| Macquarie Bank | 25.0 | Australian listed property | |
| ---------------- | |||
| Total | 100.0 | ||
* Refer to Fund section for manager allocation.
The indicative weights referred to apply to the single sector funds within the Future Directions Funds' range of products. Actual weights may vary over time and without notice.
Last updated 28 August 2008.
Important note: Investors should consider the Product Disclosure Statement available from AMP Capital Investors Limited [ABN 59 001 777 591] [AFSL 232497] for the relevant Future Directions Fund before making any decision regarding the Fund. Neither AMP Capital Investors, nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this document. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this document, AMP Capital Investors makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. This document has been prepared for the purpose of providing general information, without taking account of any particular investor's objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to the investor's objectives, financial situation and needs. This document is solely for the use of the party to whom it is provided.
