MyNorth Dynamic Balanced Fund
About this Fund
|FUND MANAGER||AMP Capital Investors|
|INVESTMENT STYLE||The Fund is a unique combination of a passive balanced fund enhanced by dynamic asset allocation.|
|INVESTMENT PROFILE||The investment objective of the Fund is to outperform the Benchmark over the investment horizon of the Fund (7 years).|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Median of the Chant West growth fund survey|
|FUND SIZE||Median of the Chant West growth fund survey|
|NO. OF HOLDINGS|
Benefits of investing in the MyNorth Dynamic Balanced Fund
Medium to High (SRM 5)
The Fund may be suitable for investors who are conscious of cost but are looking for an investment with exposure that utilises DAA to enhance the portfolio.
About the Fund
The Fund aims to provide the investor with a cost-effective investment across a range of asset classes. This is achieved by investing into existing AMP Capital funds - Super Easy Balanced (SEB), registered as the Balanced Enhanced Index Fund (ARSN 115 380 562) and the AMP Capital Dynamic Markets Fund (DMF) (ARSN 165 993 475) with a targeted allocation of 70% to SEB and 30% to DMF.
SEB is a passively managed balanced fund that provides access to the expertise of index-focussed investment managers, specialising in specific asset classes. DMF is a balanced fund with exposure to multiple asset classes, achieved primarily via the use of exchange-traded funds, index funds and derivatives. However, it adopts a dynamic asset allocation (DAA) investment approach across its various asset classes, which aims to deliver growth by using a flexible approach to asset allocation.
How we invest your money
*Includes commodity investments, derivatives and absolute return strategies