AMP Flexible Lifetime Super&CS - AMP Balanced Growth

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General Information

AMP Flexible Lifetime Super&CS - AMP Balanced Growth
AMP Superannuation Limited
AMP0165AU
Multisector Growth
(as at 30 Sep 2009)
Not Rated
Superannuation
30 Nov 1993
$6092.41 million (as at 31 Jul 2014)
$3.3098 (as at 16 Sep 2014)
$3.3098 (as at 16 Sep 2014)

Fund performance (31 Aug 2014) NOTE : returns for periods greater than 1 year are annualised

  1 Month
%
3 Month
%
6 Month
%
1 Year
% p.a.
2 Year
% p.a.
3 Year
% p.a.
5 Year
% p.a.
10 Year
% p.a.
Total return 0.83 2.29 3.63 10.16 13.37 10.8 7.13 5.78
Growth return 0.83 2.29 3.63 10.16 13.37 10.8 7.13 5.78
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return 0.78 2.18 3.73 10.23 12.98 11.06 7.4 5.78

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.1 2.91 4.42 12.63 16.43 14.1 9.24 7.05

Asset allocation (31 Aug 2014)

Domestic Shares 29.67%
International Shares 27.96%
Cash 8.35%
Listed Property 11%
Direct Property 0%
Domestic Fixed Interest 14.37%
International Fixed Interest 2.97%
Mortgage 0%
Other 5.66%

Objectives and Strategy

To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.
Investors seeking to achieve moderate to higher returns primarily from capital growth with some income over the long-term by investing across all asset types, with higher exposure to growth assets. Investors are willing to accept a medium level of volatility to achieve these returns.

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Offer information

Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 2.11% (as at 31 Dec 2012)
Performance fee 0.05
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund