Future Directions Conservative Fund

Future Directions Conservative Fund

The Future Directions Conservative Fund is a multi-manager fund that gives investors access to a diversified portfolio with a bias towards income assets (cash and bonds) of around 65%, while having a limited exposure to growth (shares and property) and alternative assets of around 35%.

Key features

  • exposure to a range of quality investment managers representing the best in their asset class and investment style, selected by AMP Capital's specialist multi manager team
  • supported by Mercer Investment Consulting's specialist asset class advice and global investment manager research
  • using a blend of managers to provide more diversification with the aim of delivering more stable returns
  • efficient manager configuration and rebalancing to the strategic benchmark asset allocation
  • market leading investment strategies, for example, having some exposure to global listed property and alternative assets, which provides opportunities for out performance and diversification

Fund facts

APIR code

AMP0673AU (Class A units)
AMP0672AU (Wholesale units)

Fund aim To provide moderate returns over the medium term while accepting low to medium levels of volatility.

Risk level

Low-medium

Time frame

Minimum 3 years

Inception date

16 April 2003 (Wholesale units)

Benchmark Weighted average return of the market indices of the underlying funds, at the benchmark asset mix.

 

Investment options
Diversified Sector
Conservative Fund Australian Bond Fund
Moderately Conservative Fund International Bond Fund
Balanced Fund Australian Share Fund
Growth Fund Geared Australian Share Fund
High Growth Fund Australian Small Companies Fund
  Emerging Markets Fund
  International Share Fund
  Core International Share Fund
  Hedged Core International Share Fund
  Extended Markets International Share Fund
  Property Fund
  Total Return Fund

 

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