How the fund works
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), while having a limited exposure to growth (shares and property) and alternative assets. The fund has a target allocation of 32% to growth assets and 68% to defensive assets.
||To provide a rate of return of 1.5% above inflation after costs and before tax over a 3 year period.
||The Fund is designed to access a mix of asset classes and blend specialist investment managers from around the world, with the aim of maximising returns and managing levels of risk. We take a four-stage investment approach - setting objectives, targeted manager selection, portfolio construction and implementation, and ongoing portfolio and manager review.
|Min. suggested timeframe
||16 Apr 2003
||A$ 10,000,000 - Wholesale
||Closed to new investors, open to existing investors
||Available through selected platforms
||To view current buy/sell spreads click here.
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the Future Directions Conservative Fund (Fund) and the issuer of the units in the Fund. To invest in the Fund, Investors should consider the current information memorandum or other offering or placement memorandum (Offer Document) available from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital) for the Fund. The Offer Document contains important information about investing in the Fund and it is important that investors read the Offer Document before making a decision about whether to acquire units in the Fund. Neither AMP Capital, AMPCFM 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 makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. Actual future results and operations could vary materially from any forecasts, estimates, or opinions. AMP Capital will not necessarily update the recipient of this document if any facts set out in this document subsequently change. 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. Investors should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to their objectives, financial situation and needs.