InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - Flexible Income Plan - Matched - Managed fund profile

AMP - Flexible Income Plan - Matched - Managed Fund (Closed)

Fund Objective
To maximise returns over the medium to long term with an emphasis on the management of risk. To provide returns before investment charges which exceeds inflation by 3.5% pa as measured over rolling five year periods. To earn positive annual returns in eight out of every ten years.
Fund Strategy
To actively manage a diversified portfolio of quality Australian and international assets.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.73% 0.03% 3.5% 2.32% 4.44% 4.44% 5.46% 5.52%
Growth return -0.73% 0.03% 3.5% 2.32% 4.44% 4.44% 5.46% 5.52%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
As at 28 Feb 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Income Plan - Matched
Australian Equities
22.83%
International Equities
15.08%
Cash
8.57%
Property & Infrastructure
12.46%
Fixed Interest
41.06%
Alternatives
0%
Average Allocation of Peers
Australian Equities
16.36%
International Equities
27.93%
Cash
8.19%
Property & Infrastructure
3.82%
Fixed Interest
36.20%
Alternatives
7.51%

General Information

Fund Details
Type Description
AMP - Flexible Income Plan - Matched
Closed
NML0171AU
Multisector Balanced
starstarstar (as at 31 Jan 2021)
Allocated Pension
1 Sep 1998
$0 million (as at 28 Feb 2025)
$50.3798 (as at 28 Feb 2021)
$50.2475 (as at 28 Feb 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.77% (as at 30 Jun 2016)
Minimum initial investment $1,000.00

FAQs about the AMP - Flexible Income Plan - Matched

The objective of the AMP - Flexible Income Plan - Matched managed fund is To maximise returns over the medium to long term with an emphasis on the management of risk. To provide returns before investment charges which exceeds inflation by 3.5% pa as measured over rolling five year periods. To earn positive annual returns in eight out of every ten years.

The strategy of the AMP - Flexible Income Plan - Matched managed fund is To actively manage a diversified portfolio of quality Australian and international assets.

The APIR code of the AMP - Flexible Income Plan - Matched managed fund is NML0171AU.

AMP - Flexible Income Plan - Matched’s total return last month was -0.73%. This was made up of a growth return of -0.73% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

AMP - Flexible Income Plan - Matched’s total return for the last three months was 0.03%. This was made up of a growth return of 0.03% and an income return of 0%%. These returns were calculated as at 28 Feb 2021.

AMP - Flexible Income Plan - Matched’s one-year total return is 2.32%. This was made up of a growth return of 2.32% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

AMP - Flexible Income Plan - Matched’s one-year total return is 4.44%. This was made up of a growth return of 4.44% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

The asset allocation of the AMP - Flexible Income Plan - Matched managed fund is :

Australian Equities
22.83%
International Equities
15.08%
Cash
8.57%
Property & Infrastructure
12.46%
Fixed Interest
41.06%
Alternatives
0%

The AMP - Flexible Income Plan - Matched managed fund belongs to the Multisector Balanced sector/asset class.

As at 28 Feb 2025, the size of the AMP - Flexible Income Plan - Matched managed fund was $0 million.

The AMP - Flexible Income Plan - Matched managed fund has an inception date of 1 Sep 1998.

The current entry price of the AMP - Flexible Income Plan - Matched managed fund is $50.3798 per unit and the current exit price is $50.2475 per unit (as at 28 Feb 2021).

The current exit price of the AMP - Flexible Income Plan - Matched managed fund is $50.2475 per unit and the current entry price is $50.3798 per unit (as at 28 Feb 2021).

The minimum initial investment amount for the AMP - Flexible Income Plan - Matched 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.