InvestSMART

AMP - Futureguard - Property Biased NEF - Managed Fund (Closed)

Fund Objective
To provide a return (net of investment tax and investment management costs) over a rolling 5-year period, that exceeds the return from published benchmarks for each asset class.
Fund Strategy
To invest in a mix of growth and defensive assets, with a benchmark allocation of 40% to property. Growth assets including equities and property will have a benchmark allocation of 70% with the balance in defensive assets such as cash and fixed interest.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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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 1.92% 0.45% 3.25% 8.77% 8.65% 4.41% -% -3.93%
Growth return 1.92% 0.45% 3.25% 8.77% 8.65% 4.41% -10.97% -3.93%
Income return 0% 0% 0% 0% 0% 0% -% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.38% -0.09% 4.07% 8.34% 11.24% 10.63% 8.07% 8.42%
As at 31 Mar 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Futureguard - Property Biased NEF
Australian Equities
18.61%
International Equities
17.08%
Cash
7.40%
Property & Infrastructure
38.90%
Fixed Interest
18.01%
Alternatives
0%
Average Allocation of Peers
Australian Equities
48.94%
International Equities
15.49%
Cash
4.59%
Property & Infrastructure
5.82%
Fixed Interest
20.01%
Alternatives
5.15%

General Information

Fund Details
Type Description
AMP - Futureguard - Property Biased NEF
Closed
AMP Life Limited
NML0029AU
Multisector Growth
star (as at 31 Mar 2022)
Superannuation Fund
31 Oct 1991
$0 million (as at 28 Feb 2025)
$12.0351 (as at 31 Mar 2022)
$12.0094 (as at 31 Mar 2022)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.97% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
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FAQs about the AMP - Futureguard - Property Biased NEF

The objective of the AMP - Futureguard - Property Biased NEF managed fund is To provide a return (net of investment tax and investment management costs) over a rolling 5-year period, that exceeds the return from published benchmarks for each asset class.

The strategy of the AMP - Futureguard - Property Biased NEF managed fund is To invest in a mix of growth and defensive assets, with a benchmark allocation of 40% to property. Growth assets including equities and property will have a benchmark allocation of 70% with the balance in defensive assets such as cash and fixed interest.

The APIR code of the AMP - Futureguard - Property Biased NEF managed fund is NML0029AU.

AMP - Futureguard - Property Biased NEF’s total return last month was 1.92%. This was made up of a growth return of 1.92% and an income return of 0%. These returns were calculated as at 31 Mar 2022.

AMP - Futureguard - Property Biased NEF’s total return for the last three months was 0.45%. This was made up of a growth return of 0.45% and an income return of 0%%. These returns were calculated as at 31 Mar 2022.

AMP - Futureguard - Property Biased NEF’s one-year total return is 8.77%. This was made up of a growth return of 8.77% and an income return of 0%. These returns were calculated as at 31 Mar 2022.

AMP - Futureguard - Property Biased NEF’s one-year total return is 4.41%. This was made up of a growth return of 4.41% and an income return of 0%. These returns were calculated as at 31 Mar 2022.

The asset allocation of the AMP - Futureguard - Property Biased NEF managed fund is :

Australian Equities
18.61%
International Equities
17.08%
Cash
7.40%
Property & Infrastructure
38.90%
Fixed Interest
18.01%
Alternatives
0%

The Responsible Entity for the AMP - Futureguard - Property Biased NEF managed fund is AMP Life Limited.

The AMP - Futureguard - Property Biased NEF managed fund belongs to the Multisector Growth sector/asset class.

As at 28 Feb 2025, the size of the AMP - Futureguard - Property Biased NEF managed fund was $0 million.

The AMP - Futureguard - Property Biased NEF managed fund has an inception date of 31 Oct 1991.

The current entry price of the AMP - Futureguard - Property Biased NEF managed fund is $12.0351 per unit and the current exit price is $12.0094 per unit (as at 31 Mar 2022).

The current exit price of the AMP - Futureguard - Property Biased NEF managed fund is $12.0094 per unit and the current entry price is $12.0351 per unit (as at 31 Mar 2022).

The minimum initial investment amount for the AMP - Futureguard - Property Biased NEF managed fund is $1,000.

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 can 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.