AMP - Flexible Lifetime Investments - Barclays Diversified Stable - 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 -0.37 -0.12 4.82 3.02 -4.46 -1.14 - -
Growth return -0.37 -0.12 -3.14 -5.41 -13.73 -8.96 - -
Income return 0 0 7.96 8.43 9.27 7.82 - -
Market index (Morningstar Aus Msec Moderate TR AUD)
Total return 0.67 3.65 6.49 8.19 7.69 5.92 6.08 6.71
As as 30 Nov 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - Barclays Diversified Stable
Australian Equities
13.24%
International Equities
15.19%
Cash
21.52%
Property
4.10%
Fixed Interest
45.95%
Alternatives
0%
Average Allocation of Peers
Australian Equities
12.13%
International Equities
12.04%
Cash
21.25%
Property
4.25%
Fixed Interest
43.59%
Alternatives
6.74%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - Barclays Diversified Stable
Closed
AMP Capital Funds Management Ltd
AMP0996AU
Multisector Moderate
star (as at 30 Nov 2009)
Investment Fund
16 Mar 2005
$0.65 million (as at 30 Nov 2009)
n/a
$0.75115 (as at 30 Nov 2009)
Fund Objective
The Fund aims to achieve superior investment performance through providing returns that exceed those of the neutral portfolio benchmark by 0.45% p.a., after fees, over rolling 3-year periods. The neutral portfolio benchmark comprises a portfolio of published indexes, approximately 70% of which represent interest bearing assets and 30% of which represent growth assets.
Fund Strategy
The Fund invests in various asset classes by investing in other managed investment schemes ('Underlying Funds'), including those managed by us or other entities within the BlackRock Group. The Fund primarily invests via actively managed sector funds, each of which utilises a disciplined active approach to investment management that aims to add value and control active risk.
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 2.10% (as at 31 Dec 2009)
Minimum initial investment

Top 10 holdings (as at 31 Aug 2019)

Holding (as at 31 Aug 2019) Type % of Portfolio
BlackRock Scientific Whls Divers Stable Mutual Fund - Open End 100%

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 11.25%
InvestSMART High Growth 9.13%
Intelligent Investor Equity Growth 8.98%
InvestSMART Diversified Property and Infrastructure 8.67%
Intelligent Investor Equity Income 8.64%
InvestSMART Growth 8.42%
InvestSMART Balanced 6.84%
InvestSMART Conservative 5.41%
InvestSMART Hybrid Income 5.37%
Intelligent Investor Australian Small Companies Fund 5.27%
InvestSMART Interest Income 3.90%

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