Future Directions Moderately Conservative Fund

The Future Directions Moderately Conservative Fund is a multi manager fund that gives investors access to a diversified portfolio with a balanced mix of income assets (cash and bonds) of around 45% and growth (shares and property) and alternative assets of around 55%.

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	AMP0679AU (Class A units) AMP0678AU (Wholesale units)
Fund aim	To provide moderate returns over the medium to long term while accepting low to medium levels of volatility.
Risk level	Low-medium
Time frame	Minimum 3 to 5 years
Inception date	24 March 2005 (Class A units) 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