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  5. AMP - Flexible Lifetime Allocated Pension - ING Protected Growth - Managed fund profile

AMP - Flexible Lifetime Allocated Pension - ING Protected Growth - Managed Fund (Closed)

Fund Objective
To provide long term capital growth and to limit losses in falling markets through investing in an actively managed mix of growth assets, cash and fixed interest.
Fund Strategy
The Funds asset sector benchmarks are: 0-90% Growth Assets, 10-100% Defensive Assets.

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 -1.21% -5.65% -6.64% -12.16% -% -% -% -%
Growth return -1.21% -5.65% -6.64% -12.16% -% -% -% -%
Income return 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%
As at 30 Nov 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Allocated Pension - ING Protected Growth
Australian Equities
13%
International Equities
9%
Cash
65%
Property & Infrastructure
4%
Fixed Interest
9%
Alternatives
0%
Average Allocation of Peers
Australian Equities
16.38%
International Equities
27.94%
Cash
8.21%
Property & Infrastructure
3.77%
Fixed Interest
36.19%
Alternatives
7.51%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Allocated Pension - ING Protected Growth
Closed
AMP Superannuation Limited
AMP1108AU
Multisector Balanced
Not Rated
Allocated Pension
13 Jun 2007
$3.34 million (as at 31 Oct 2010)
$0.88151 (as at 11 Nov 2010)
$0.88151 (as at 11 Nov 2010)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 2.75% (as at 31 Dec 2009)
Minimum initial investment $20,000

FAQs about the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth

The objective of the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund is To provide long term capital growth and to limit losses in falling markets through investing in an actively managed mix of growth assets, cash and fixed interest.

The strategy of the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund is The Funds asset sector benchmarks are: 0-90% Growth Assets, 10-100% Defensive Assets.

The APIR code of the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund is AMP1108AU.

AMP - Flexible Lifetime Allocated Pension - ING Protected Growth’s total return last month was -1.21%. This was made up of a growth return of -1.21% and an income return of 0%. These returns were calculated as at 30 Nov 2008.

AMP - Flexible Lifetime Allocated Pension - ING Protected Growth’s total return for the last three months was -5.65%. This was made up of a growth return of -5.65% and an income return of 0%%. These returns were calculated as at 30 Nov 2008.

AMP - Flexible Lifetime Allocated Pension - ING Protected Growth’s one-year total return is -12.16%. This was made up of a growth return of -12.16% and an income return of 0%. These returns were calculated as at 30 Nov 2008.

AMP - Flexible Lifetime Allocated Pension - ING Protected Growth’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2008.

The asset allocation of the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund is :

Australian Equities
13%
International Equities
9%
Cash
65%
Property & Infrastructure
4%
Fixed Interest
9%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund is AMP Superannuation Limited.

The AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Oct 2010, the size of the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund was $3.34 million.

The AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund has an inception date of 13 Jun 2007.

The current entry price of the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund is $0.88151 per unit and the current exit price is $0.88151 per unit (as at 11 Nov 2010).

The current exit price of the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth managed fund is $0.88151 per unit and the current entry price is $0.88151 per unit (as at 11 Nov 2010).

The minimum initial investment amount for the AMP - Flexible Lifetime Allocated Pension - ING Protected Growth 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.