AMP Flexible Lifetime Super&CS - AMP Balanced Growth
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Fund performance (30 Jun 2014) NOTE : returns for periods greater than 1 year are annualised
Morningstar index (Mstar PG Sup Multisector Growth Idx)
Market index (Morningstar Aus Msec Growth TR AUD)
Asset allocation (30 Jun 2014)
|Domestic Fixed Interest||14.55%|
|International Fixed Interest||3.01%|
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.|
Be rewarded for investing!
Recently, the federal government introduced a package of reforms known as the Future of Financial Advice - FoFA for short. Among other things, the package bans trailing fees and other commissions for new investments in retail investment products from 1 July 2013. That's good news for investors!
Unfortunately, the reforms don't cover existing investments - so even after 1 July 2013, you could find yourself paying hidden commissions on managed funds. That means TrailCap can still save you money.
|Standard entry fee||4.50%|
|Indirect Cost Ratio (ICR)||2.11% (as at 31 Dec 2012)|
|Minimum initial investment|
|Minimum additional investments|
|Minimum redemption amount||$500.00|
The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au
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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