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  5. AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction - Managed fund profile

AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction - Managed Fund (Closed)

Fund Objective
The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Index) over the medium to long term (before fees). It aims to provide capital growth and some income.
Fund Strategy
The Fund provides exposure to a concentrated portfolio of Australian equities through securities listed, or expected to be listed, on the Australian Securities Exchange (ASX). The Fund may also provide exposure to equity issued by Australian entities on offshore exchanges, derivatives (including options, futures, warrants and forwards) and cash.

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% 1.09% 4.61% -% -% -% -% -%
Growth return -1.16% 1.09% 4.61% -% -% -% -% -%
Income return 0% 0% 0% -% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 31 Jan 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
91.67%
International Equities
4.05%
Cash
0.84%
Property
2.92%
Fixed Interest
0.46%
Alternatives
0.06%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction
Closed
AMP Superannuation Limited
AMP6779AU
Equity Australia Large Blend
Not Rated
Allocated Pension
22 May 2017
n/a
$1.07195 (as at 8 Feb 2018)
$1.07195 (as at 8 Feb 2018)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 3.98% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

FAQs about the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction

The objective of the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund is The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Index) over the medium to long term (before fees). It aims to provide capital growth and some income.

The strategy of the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund is The Fund provides exposure to a concentrated portfolio of Australian equities through securities listed, or expected to be listed, on the Australian Securities Exchange (ASX). The Fund may also provide exposure to equity issued by Australian entities on offshore exchanges, derivatives (including options, futures, warrants and forwards) and cash.

The APIR code of the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund is AMP6779AU.

AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction’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 Jan 2018.

AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction’s total return for the last three months was 1.09%. This was made up of a growth return of 1.09% and an income return of 0%%. These returns were calculated as at 31 Jan 2018.

AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction’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 31 Jan 2018.

AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction’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 31 Jan 2018.

The asset allocation of the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund is AMP Superannuation Limited.

The AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at , the size of the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund was $ million.

The AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund has an inception date of 22 May 2017.

The current entry price of the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund is $1.07195 per unit and the current exit price is $1.07195 per unit (as at 8 Feb 2018).

The current exit price of the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction managed fund is $1.07195 per unit and the current entry price is $1.07195 per unit (as at 8 Feb 2018).

The minimum initial investment amount for the AMP - Flexible Lifetime Allocated Pension - Macquarie High Conviction 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.