AMP - Flexible Lifetime Allocated Pension - Specialist Diversfied Fixed Income - 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 -0.51 1.19 3.88 7.41 4.07 2.49 2.85 -
Growth return -0.51 1.19 3.88 7.41 4.07 2.49 2.85 -
Income return 0 0 0 0 0 0 0 -
Market index (Morningstar Aus UBS Comp/BCGA TR Hdg AUD)
Total return -0.52 2.16 5.09 10.47 6.31 4.12 5.12 6.24
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 - Specialist Diversfied Fixed Income
Cash
1.08%
Fixed Interest
98.92%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
2.76%
Fixed Interest
97.10%
International Equities
0%
Alternatives
0.13%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Allocated Pension - Specialist Diversfied Fixed Income
AMP Superannuation Limited
AMP1952AU
Bonds - Global / Australia
star (as at 30 Sep 2019)
Allocated Pension
1 Jul 2014
$2.09 million (as at 31 Aug 2019)
$1.17868 (as at 10 Oct 2019)
$1.17868 (as at 10 Oct 2019)
Fund Objective
To provide a total return (income and capital growth) after costs and before taxes, above the performance of 60% of the Bloomberg AusBond Composite Bond All Maturities Index and 40% of the Barclays Global Aggregate Bond Index (hedged to Australian dollars) benchmarks, on a rolling three-year basis.
Fund Strategy
The strategy provides exposure to a diversified portfolio of Australian and international fixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency. Exposures are to managers who demonstrate competitive advantages, within the various investment styles used when investing in the Australian and international fixed income markets.
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.06% (as at 30 Jun 2018)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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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Underperforming
81%^

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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%