Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
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% |
Type | Description |
AMP - Flexible Income Plan - Matched | |
Closed | |
NML0171AU | |
Multisector Balanced | |
![]() ![]() ![]() |
|
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 |
Type | Description |
Indirect Cost Ratio (ICR) | 1.77% (as at 30 Jun 2016) |
Minimum initial investment | $1,000.00 |
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 :
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.