General Information

AMP FIP-AMP Conservative
AMP Life Limited
AMP0492AU
Multisector Moderate
starstarstar (as at 30 Sep 2009)
Retirement
30 Nov 1992
$1.24 million (as at 31 Jan 2017)
$3.97986 (as at 21 Mar 2017)
$3.82067 (as at 21 Mar 2017)

Fund performance (28 Feb 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 0.61 1.53 0.51 4.31 1.59 3.82 5.72 3.78
Growth return 0.61 1.53 0.51 4.31 1.59 3.82 5.72 3.78
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG PaA Multisector Moderate Idx)

Total return 0.74 1.72 0.46 4.96 1.62 3.88 5.4 3.75

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return 0.87 1.88 0.48 5.87 3.25 5.75 7.24 5.12

Asset Allocation (28 Feb 2017)

Australian Equities 12.17%
International Equities 12.50%
Cash 33.36%
Property 4.63%
Fixed Interest 37.35%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The fund seeks to provide returns greater than those from cash over the short to medium-term through a diversified portfolio, with a core of cash and fixed interest and some exposure to shares and property.
Investors seeking stability of capital and who are prepared to accept lower returns to achieve this objective. Returns are primarily from income as well as some capital growth over the short to medium-term, achieved by investing mainly in defensive assets with some exposure to growth assets. A low level of volatility can be expected from time to time.

Offer information

Indirect Cost Ratio (ICR) 1.75% (as at 31 Dec 2012)
Minimum initial investment

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* Dates for historical returns vary from fund to fund