Future Directions Conservative Fund

Target manager allocation as at 01/04/2020
Download PDF
Global shares 15.5%
SouthPeak Real Diversification Fund SouthPeak Real Diversification Fund 3.5%
Future Directions Emerging Markets Share Fund 1.5%
Schroders Schroders 20%
Lazard Asset Management Lazard Asset Management 40%
Investec Asset Management Investec Asset Management 40%
Future Directions Asia Ex-Japan Fund 0.5%
Lazard Asset Management Lazard Asset Management 45%
Investec Asset Management Investec Asset Management 55%
Enhanced Index International Share Fund 10%
Henderson Global Investors Limited Henderson Global Investors Limited 35%
AQR Capital Management AQR Capital Management 37%
Enhanced Investment Technologies Enhanced Investment Technologies 28%
 
Alternative defensive 1.5%
AMP Capital Alternative Defensive Fund 1.5%
AMP Capital AMP Capital 100%
 
Alternative growth 5.5%
Future Directions Credit Opportunities Fund 2%
Loomis, Sayles & Company Loomis, Sayles & Company 45%
Brigade Capital Brigade Capital 33%
TCW Asset Management TCW Asset Management 22%
Future Directions Infrastructure Fund 2%
Infrastructure 100%
AMP Capital Absolute Return - Passive Fund 1.5%
AQR Capital Management AQR Capital Management 100%
 
Australian fixed income 22%
Future Directions Australian Bond Fund 22%
AMP Capital AMP Capital 85%
Ardea Investment Management Ardea Investment Management 15%
 
Australian equity 9%
Future Directions Enhanced Index Australian Share Fund 4.5%
AMP Capital AMP Capital 60%
Vinva Investment Management Vinva Investment Management 40%
Future Directions Australian Equity Fund 4.5%
Bennelong Funds Management Bennelong Funds Management 13%
Vinva Australian Equity Alpha Extension Fund Vinva Australian Equity Alpha Extension Fund 35%
Intrinsic Investment Management Pty Ltd Intrinsic Investment Management Pty Ltd 13%
DNR Capital DNR Capital 15%
Firetrail Firetrail 14%
10%
 
Cash 18%
Cash 18%
 
Direct property 2%
Future Directions Real Property Fund 2%
Direct property 100%
 
International fixed income 21.5%
Future Directions International Bond Fund 14%
Wellington Management Wellington Management 14%
Future Directions Global Government Bond Fund 63%
AMP Capital
AMP Capital34%
Kapstream Capital
Kapstream Capital33%
Colchester Global Investors
Colchester Global Investors33%
Future Directions Global Credit Fund 23%
Blackrock Investment Management
Blackrock Investment Management50%
Morgan Stanley Investment Management
Morgan Stanley Investment Management50%
Future Directions Global Credit Fund 6%
Blackrock Investment Management Blackrock Investment Management 50%
Morgan Stanley Investment Management Morgan Stanley Investment Management 50%
AMP Capital Macro Strategies Fund 1.5%
 
Listed infrastructure 2%
AMP Capital Global Infrastructure Securities Fund (Hedged) 2%
Global listed infrastructure 100%


Manager weightings may vary without notice.

While every care has been taken in the preparation of this document, AMP Capital Investors Limited (ABN 59 001 777 591) (AFSL 232497) makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. 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.