General Information

AMP Deferred Annuity NEF-AMP Balanced Gr
AMP Life Limited
AMP0725AU
Multisector Growth
starstarstar (as at 30 Sep 2009)
n/a
Not Rated
Superannuation
1 Apr 1991
n/a
$6.57689 (as at 23 Feb 2017)
$6.31381 (as at 23 Feb 2017)

Fund performance (31 Jan 2017)

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 -0.7 3.22 1.5 6.3 3.21 6.35 8.83 3.38
Growth return -0.7 3.22 1.5 6.3 3.21 6.35 8.83 3.38
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return -0.36 3.25 1.73 8.1 3.43 5.95 8.45 3.46

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.15 3.84 1.07 9.25 4.87 8.19 11.3 4.7

Asset Allocation (31 Jan 2017)

Australian Equities 28.97%
International Equities 32.33%
Cash 12.77%
Property 8.20%
Fixed Interest 17.74%
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.
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

Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Morningstar 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