- AMP Capital Home
- Funds
- Multi-manager
- RIL Balanced Fund
Please select from the menu below to view the asset classes and funds available to you. For more information you can select a specific asset class and/or fund and click view.
- Multi-manager overview
- Future Directions funds overview
- Responsible Investment Leaders funds overview
- RIL asset allocation
- RIL corporate engagement and governance
- RIL panel of managers
Show all funds in this asset class
Future Directions - Diversified Funds
Future Directions Balanced Fund
Future Directions Conservative Fund
Future Directions - Single Sector Funds
Future Directions Asia Ex-Japan Share Fund
Future Directions Australian Bond Fund
Future Directions Australian Share Fund
Future Directions Australian Small Companies Fund
Future Directions Core International Share Fund
Future Directions Emerging Markets Share Fund
Future Directions Geared Australian Share Fund
Future Directions Hedged Core International Share Fund
Future Directions International Bond Fund
Responsible Investment Leaders - Single Sector Funds
Contact us
Advisers/Financial Planners
Contact Adviser Services:
Ph: 1300 139 267
Email: Adviser info
Responsible Investment Leaders Balanced Fund
Fund overview
The Responsible Investment Leaders Balanced Fund gives investors access to capital growth and some income by investing in a portfolio diversified across all asset types, but with an emphasis on growth assets (shares and property).
Key features
- A diversified multi-manager strategy that blends manager styles and asset classes, with the objective of providing investors with competitive returns across a range of markets.
- A robust investment process that combines a sustainability focus with stringent financial analysis.
- Access to specialist managers and sustainability consultants within Australia and internationally.
Fund Facts
| APIR code | AMP0452AU - On-platform Class A |
| AMP0453AU - Wholesale | |
| Investment objective | To provide a total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis. |
| Investment approach | Our responsible investment approach follows five key steps: 1. Setting the investment objectives and considerations, 2. Identifying the manager universe, 3. Selecting the managers, 4. Determining the optimal manager mix, 5. Monitoring of the Fund and operational governance. This process combines a stringent financial assessment with a responsible investing focus, both of which are critical in meeting the Fund's objective of producing competitive returns within a sustainable and responsible framework. |
| Minimum suggested timeframe | 5 years |
| Distribution frequency | Half yearly |
| Inception date | 23 Sep 2005 - On-platform Class A |
| 23 Sep 2005 - Wholesale | |
| Benchmark | The average weighted return of the market indices used to measure the performance of the asset classes in which the fund invests. |
| Status | Open - On-platform Class A |
| Open - Wholesale | |
| Access | Available through selected platforms |
| Notes | Inception date - Prior to 23 Sept 2005, the AMP Capital Responsible Investment Leaders Balanced Fund was solely managed by AMP Capital Investors and Henderson Global Investors and named the Sustainable Future Balanced Fund. It has since been renamed and is managed in a SRI multi manager format to a different asset allocation benchmark. |
| To view current buy/sell spreads click here. |
Unit Prices
Important: The unit prices displayed in this section are indicative only.
If unit prices are not available for today then the latest available prices will be displayed. Unit prices are not calculated on weekends or public holidays.
Unit pricing discretions policy (PDF - 470Kb)- where we may exercise certain discretions in determining the unit price of units on application or withdrawal in each investment option. View and download our Unit Pricing Discretions Policy for the types of discretions that we may exercise, in what circumstances, our policies on how we exercise the discretions and the reasons why we consider our policies are reasonable.
Unit prices are provided for your information only and are not guaranteed. They are based on historical data and you should not rely on the above information as the basis for making any investment, financial or other decision as past unit prices are not a reliable indicator of future unit prices.
During the time it takes to process an application or redemption application, the unit price may vary and the actual unit prices applying to applications and redemptions may differ from those displayed in this section. Actual unit prices can be confirmed on receipt by AMP Capital Investors of a completed application or redemption form.
Neither AMP Capital Investors nor any company within the AMP Group makes any representation or warranty as to the reliability, completeness or accuracy of the unit price information or accepts any responsibility arising in any way (including by reason of negligence) for errors in or omissions from the unit price information.
The information in this section is not an offer or recommendation of securities or other financial products offered by the AMP Group and is not an invitation to take up securities or other financial products. Investors should consider the relevant PDS available from AMP Capital Investors (ABN 59 001 777 591) (AFSL 232 497) for the relevant fund before making any decision regarding the product.
Fund Perfomance
| 1 month | 3 months | 1 year | 2 years | 3 years | 5 years | Since Inception | ||
|---|---|---|---|---|---|---|---|---|
| Responsible Investment Leaders Balanced Fund - On-platform Class A | Inception: 23 Sep 2005 | |||||||
| Total return - after fees | ||||||||
| -0.24% | 2.29% | -3.75% | -0.83% | 4.57% | -1.17% | 2.63% | ||
Benchmark  | ||||||||
| 0.01% | 2.73% | -2.26% | 0.72% | 5.86% | -0.55% | 2.87% | ||
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.
This information has been prepared for the purpose of providing general information, without taking account of any particular investor's objectives, financial situation or needs. You should, before making any investment decisions, consider the appropriateness of this information and seek professional advice, having regard to your objectives, financial situation and needs.
AMP Capital is the responsible entity for the funds and issuer of the PDS of the funds (except for the Core Property Fund). Permanent Investment Management Limited (ABN 45 003 278 831, AFSL 235 150) ("Permanent") is the responsible entity of the Core Property Fund and the issuer of the PDS for this Fund. Permanent has not prepared this information and makes no representation or warranty as to the accuracy or completeness of any statement in it.
Investors should consider the relevant offer documents available from AMP Capital Investors Limited (ABN 59 001 777 591) (AFSL 232497) and from AMP Superannuation Limited (ABN 31 008 414 104) (AFSL 233060) for the relevant Future Directions Fund before making any decision regarding the product.
- Funds
- Asian share funds
- Australian share funds
- Diversified funds
- Fixed income funds
- Infrastructure funds
- Multi-asset solutions
- Multi-manager funds
- Property funds
- Institutional investors
- About AMP Capital
- Who we are
- Leadership Team
- Corporate responsibility
- Careers
- Shopping Centres
- Office & Industrial
- Contact us
- News & Research
- Oliver's Insights
- What's new
- Media releases
- Fund communications
- AMP Capital Video
- Economic updates
- More from AMP Capital
- Forms
- Order a PDS
- Obtain an Adviser Code
- How to invest
- PDS updates / disclosure
- AMP Capital iphone app
