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  5. AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares - Managed fund profile

AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares - Managed Fund (Closed)

Fund Objective
To provide high relative capital growth over the long term and tax effective income, primarily through a diversified portfolio of Australian shares using a socially responsible investment approach.
Fund Strategy
To provide high relative capital growth over the long term and tax effective income, primarily through a diversified portfolio of Australian shares using a socially responsible investment approach.

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 1.16% 3.26% -4.57% -0.21% 10.93% -10.09% 4.17% -%
Growth return 1.16% 3.26% -4.57% -0.21% 10.93% -10.09% 4.17% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Oct 2010. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares
Australian Equities
79.22%
Cash
11.35%
Property & Infrastructure
9.42%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.73%
Cash
-0.80%
Property & Infrastructure
1.41%
International Equities
4.83%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares
Closed
AMP Superannuation Limited
AMP0614AU
Equity Australia Large Blend
star (as at 31 Oct 2010)
Allocated Pension
7 Apr 2003
$1.48 million (as at 31 Oct 2010)
$2.15227 (as at 11 Nov 2010)
$2.15227 (as at 11 Nov 2010)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 2.25% (as at 31 Dec 2009)
Minimum initial investment $20,000

Top 10 holdings (as at 31 Dec 2020)

Holding (as at 31 Dec 2020) Type % of Portfolio
Bnp Cogent Nominees Cash At Bank - Aud Cash 100%

FAQs about the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares

The objective of the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund is To provide high relative capital growth over the long term and tax effective income, primarily through a diversified portfolio of Australian shares using a socially responsible investment approach.

The strategy of the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund is To provide high relative capital growth over the long term and tax effective income, primarily through a diversified portfolio of Australian shares using a socially responsible investment approach.

The APIR code of the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund is AMP0614AU.

AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares’s total return last month was 1.16%. This was made up of a growth return of 1.16% and an income return of 0%. These returns were calculated as at 31 Oct 2010.

AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares’s total return for the last three months was 3.26%. This was made up of a growth return of 3.26% and an income return of 0%%. These returns were calculated as at 31 Oct 2010.

AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares’s one-year total return is -0.21%. This was made up of a growth return of -0.21% and an income return of 0%. These returns were calculated as at 31 Oct 2010.

AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares’s one-year total return is -10.09%. This was made up of a growth return of -10.09% and an income return of 0%. These returns were calculated as at 31 Oct 2010.

The asset allocation of the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund is :

Australian Equities
79.22%
Cash
11.35%
Property & Infrastructure
9.42%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund is AMP Superannuation Limited.

The AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Oct 2010, the size of the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund was $1.48 million.

The AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund has an inception date of 7 Apr 2003.

The current entry price of the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund is $2.15227 per unit and the current exit price is $2.15227 per unit (as at 11 Nov 2010).

The current exit price of the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund is $2.15227 per unit and the current entry price is $2.15227 per unit (as at 11 Nov 2010).

The minimum initial investment amount for the AMP - Flexible Lifetime Allocated Pension - AMP Sustainable Future Australian Shares managed fund is $20,000.

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.