AMP Balanced Growth - Managed Fund

Fund Performance Comparison

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Fees Comparison

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.92 2.89 3.75 10.79 8.27 5.69 8.33 6.27
Growth return 0.55 3.49 7.54 11.8 5.54 5.02 -0.4 6.76
Income return 0.37 -0.6 -3.79 -1.01 2.73 0.67 8.73 -0.49
Market index (Morningstar Aus Msec Growth TR AUD)
Total return 1.32 4.18 5.09 12.37 8.43 6.61 9.17 7.51
As as 31 Jul 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

International Equities
34.08%
Australian Equities
28.13%
Fixed Interest
16.15%
Property
11.30%
Alternatives
5.93%
Cash
4.41%

General Information

Fund Details
Type Description
AMP Balanced Growth (Wholesale)
AMP Capital Investors Limited
Multisector Growth
starstarstarstarstar (as at 31 Aug 2015)
Superannuation Fund
30 Sep 1985
$5776.77 million (as at 31 Jul 2018)
$1.16123 (as at 26 Mar 1986)
$1.16123 (as at 26 Mar 1986)
Fund Objective
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.
Fund 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.
Offer information
Type Description
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.16%
InvestSMART International Equities 11.86%
Intelligent Investor Equity Growth 11.34%
InvestSMART Australian Small Companies Fund 9.42%
InvestSMART High Growth 8.98%
InvestSMART Core Growth 8.00%
InvestSMART Balanced 6.18%
InvestSMART Diversified Property and Infrastructure 5.19%
InvestSMART Diversified Income 4.58%
InvestSMART Hybrid Income 4.43%
InvestSMART Interest Income 2.12%

* Returns p.a. since inception after investment & admin fees

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