AMP - Flexible Lifetime Allocated Pension - BlackRock Global Allocation - Managed Fund

Fund Performance Comparison

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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.

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 0.88 0.63 2.74 1.6 1.55 4.11 2.84 -
Growth return 0.88 0.63 2.74 1.6 1.55 4.11 2.84 -
Income return 0 0 0 0 0 0 0 -
Market index (Morningstar Aus Msec Balanced TR AUD)
Total return 0.69 2.59 6.94 9.82 9.84 8.4 8.05 7.82
As as 30 Sep 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Allocated Pension - BlackRock Global Allocation
Australian Equities
0.25%
International Equities
50.68%
Cash
12.28%
Fixed Interest
36.79%
Property
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
19.90%
International Equities
23.32%
Cash
12.75%
Fixed Interest
33.14%
Property
3.61%
Alternatives
7.29%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Allocated Pension - BlackRock Global Allocation
AMP Superannuation Limited
AMP1809AU
Multisector Balanced
star (as at 30 Sep 2019)
Allocated Pension
19 May 2012
$0.41 million (as at 31 Aug 2019)
$1.38139 (as at 16 Oct 2019)
$1.38139 (as at 16 Oct 2019)
Fund Objective
To provide high total investment return through a fully managed investment policy utilising international equity securities, debt and money market securities, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends.
Fund Strategy
The fund invests in both equity and debt securities, including money market securities and other short-term securities or instruments, of issuers located around the world. This fund is considered a hedge fund by the Australian Securities and Investments Commission.
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.84% (as at 30 Jun 2018) (Estimated)
Minimum initial investment $20,000
Minimum additional investments $1,500.00
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2019)

Holding (as at 30 Jun 2019) Type % of Portfolio
United States Treasury Notes 2.38% Bond - Gov't/Treasury 8.01%
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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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%