General Information

AMP FLAP-AMP Active Balanced Series 2
AMP Superannuation Limited
Multisector Balanced
Not Rated
Superannuation Fund
14 Dec 2015
$2.72 million (as at 31 May 2017)
$1.13437 (as at 25 Jul 2017)
$1.13437 (as at 25 Jul 2017)

Fund performance (30 Jun 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 -1 0.75 2.74 7.24 - - - -
Growth return -1 0.75 2.74 7.24 - - - -
Income return 0 0 0 0 - - - -

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return -0.98 0.81 2.57 6.51 5.54 7.11 9.6 4.54

Asset Allocation (30 Jun 2017)

Australian Equities 28.57%
International Equities 31.95%
Cash 14.19%
Property 8.06%
Fixed Interest 17.23%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (primarily capital growth with some income) after costs and before tax, above the strategy's performance benchmark on a rolling 3 year basis, by investing across a range of asset types, with high exposure to growth assets.
The strategy aims to provide investors with exposure to a diversified range of Australian and international growth sources across asset classes including shares, Australian listed property trusts, and global listed property securities.

Offer information

Indirect Cost Ratio (ICR) 1.24% (as at 30 Jun 2016)

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