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General Information

AMP Flexible Lifetime Super&CS - AMP Balanced Growth
AMP Superannuation Limited
Multisector Growth
(as at 30 Sep 2009)
Not Rated
30 Nov 1993
$6321.67 million (as at 31 May 2015)
$3.6936 (as at 29 Jul 2015)
$3.6936 (as at 29 Jul 2015)

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Fund performance (30 Jun 2015) 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 -2.53 -1.93 5.01 11.04 11.38 12.92 8.82 5.36
Growth return -2.53 -1.93 5.01 11.04 11.38 12.92 8.82 5.36
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return -2.55 -2.38 3.26 8.23 10.09 11.85 8.3 5.24

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -3.01 -2.75 4.43 12.03 13.15 15.31 10.84 6.66

Asset allocation (30 Jun 2015)

Australian Equities 32.20%
International Equities 29.29%
Cash 13.37%
Property & Infrastructure 9.07%
Fixed Interest 16.06%
Mortgage 0%
Alternatives 0%
Asset Allocation

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.


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