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  5. AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income - Managed fund profile

AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income - Managed Fund (Closed)

Fund Objective
To provide a total return (income and capital growth) after costs and before taxes, above the performance of 60% of the Bloomberg AusBond Composite Bond All Maturities Index and 40% of the Barclays Global Aggregate Bond Index (hedged to Australian dollars) benchmarks, on a rolling three-year basis.
Fund Strategy
The strategy provides exposure to a diversified portfolio of Australian and international fixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency. Exposures are to managers who demonstrate competitive advantages, within the various investment styles used when investing in the Australian and international fixed income markets.

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% -0.42% 0.22% -1.64% -0.19% 2.06% 1.26% -%
Growth return -1% -0.42% 0.22% -1.64% -0.19% 2.06% 1.26% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
Total return 0.97% 0.35% 4.98% 2.01% -0.32% -1.82% 0.04% 2.47%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income
Cash
0.22%
Fixed Interest
99.78%
Australian Equities
0%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
6.51%
Fixed Interest
92.07%
Australian Equities
0%
International Equities
0.05%
Alternatives
1.37%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income
Closed
AMP1959AU
Bonds - Global / Australia
starstar (as at 30 Sep 2021)
Superannuation Fund
1 Jul 2014
$0 million (as at 28 Feb 2022)
$1.14476 (as at 30 Sep 2021)
$1.14476 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.33% (as at 30 Jun 2020)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
JPMorgan Global Bond I Mutual Fund - Open End 42.69%
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FAQs about the AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income

The objective of the AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund is To provide a total return (income and capital growth) after costs and before taxes, above the performance of 60% of the Bloomberg AusBond Composite Bond All Maturities Index and 40% of the Barclays Global Aggregate Bond Index (hedged to Australian dollars) benchmarks, on a rolling three-year basis.

The strategy of the AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund is The strategy provides exposure to a diversified portfolio of Australian and international fixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency. Exposures are to managers who demonstrate competitive advantages, within the various investment styles used when investing in the Australian and international fixed income markets.

The APIR code of the AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund is AMP1959AU.

AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income’s total return last month was -1%. This was made up of a growth return of -1% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income’s total return for the last three months was -0.42%. This was made up of a growth return of -0.42% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income’s one-year total return is -1.64%. This was made up of a growth return of -1.64% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income’s one-year total return is 2.06%. This was made up of a growth return of 2.06% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund is :

Cash
0.22%
Fixed Interest
99.78%
Australian Equities
0%
International Equities
0%
Alternatives
0%

The AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund belongs to the Bonds - Global / Australia sector/asset class.

As at 28 Feb 2022, the size of the AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund was $0 million.

The AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund has an inception date of 1 Jul 2014.

The current entry price of the AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund is $1.14476 per unit and the current exit price is $1.14476 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund is $1.14476 per unit and the current entry price is $1.14476 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Super - Specialist Diversified Fixed Income managed fund is $0. Minimum additional investment is $0.

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.