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AMP Flexible Lifetime Super&CS - AMP Balanced Growth

AMP Flexible Lifetime Super&CS - AMP Balanced Growth

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General Information
Fund Name AMP Flexible Lifetime Super&CS - AMP Balanced Growth
Fund Status Closed
Manager AMP Superannuation Limited
APIR Code AMP0165AU  
Sector/Asset Class Multisector Growth  
Morningstar Rating  (as at 31st Dec 2011) More information...
Standard & Poor's Rating More information...
Legal Structure Superannuation Fund  
Fund Inception 30th Nov 1993
Fund Size $5223.46 million (as at 31st Dec 2011) 
Entry Price $2.49534 (as at 6th Feb 2012) 
Exit Price $2.49534 (as at 6th Feb 2012) 
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Fund Performance (as at 31st Jan 2012) More information... 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 2.36 0.98 -0.49 -2.63 1.51 4.84 -2.07 3.2
Growth Return 2.36 0.98 -0.49 -2.63 1.51 4.84 -2.07 3.20
Income Return 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Morningstar Index
(Mstar PG Sup Multisector Growth Idx) More information...
Total Return 0.11 2.28 -4.11 -3.46 -0.41 4.69 -1.47 2.93
Market Index
(Morningstar Aus Msec Growth TR AUD)
Total Return 2.99 2.16 1.73 -1.18 3.08 6.65 -1.33 4.12


Asset Allocation (as at 30th Nov 2011) More information...
Domestic Shares 33.7708%
International Shares 22.9176%
Cash 5.4792%
Listed Property 5.4903%
Direct Property 8.7764%
Domestic Fixed Interest 14.8252%
International Fixed Interest 3.0013%
Mortgage 0%
Other 5.7393%
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Objectives and Strategy
Fund Objective To provide moderate capital growth and some income.
Fund Strategy The fund aims to achieve the objective by investing across a range of asset types, with higher exposure to growth assets such as shares and listed property trusts.

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Offer Information
Entry Fee via InvestSMART 0%
Standard Entry Fee 4.5%
Indirect Cost Ratio (ICR) 2.22% (as at 31st Dec 2009)
Minimum Initial Investment $1,500

MorningstarThe 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


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