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  5. AMP - Flexible Lifetime Investments - S2 - Professional Balanced - Managed fund profile

AMP - Flexible Lifetime Investments - S2 - Professional Balanced - Managed Fund

Fund Objective
The Diversified Investment Strategy No. 2 (referred to in this Fund profile as 'the Fund') aims to provide investors with moderate long-term investment returns with the likelihood of fluctuations in the value of their investment from year to year.
Fund Strategy
The Diversified Investment Strategy No. 2 (referred to in this Fund profile as 'the Fund') aims to provide investors with moderate long-term investment returns with the likelihood of fluctuations in the value of their investment from year to year.

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 1.59% 4.7% 5.41% 10.23% 11.2% 9.58% 7.35% 6.1%
Growth return 1.59% 0.44% 1.12% 5.75% 8.14% 7.52% 3% 0.1%
Income return 0% 4.26% 4.29% 4.48% 3.06% 2.06% 4.35% 6%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - S2 - Professional Balanced
Australian Equities
28.53%
International Equities
39.11%
Cash
5.18%
Property & Infrastructure
3.69%
Fixed Interest
23.22%
Alternatives
0.28%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - Professional Balanced
IPAC Asset Management Limited
AMP1980AU
Multisector Growth
starstar (as at 31 Aug 2025)
Investment Fund
1 Jul 2014
$2.3 million (as at 31 Jul 2025)
$1.007 (as at 12 Sep 2025)
$1.005 (as at 12 Sep 2025)
Open
Offer information
Type Description
MER 1.83% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR) 1.78% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2025)

Holding (as at 31 Mar 2025) Type % of Portfolio
Commonwealth Bank of Australia Equity 2.81%
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FAQs about the AMP - Flexible Lifetime Investments - S2 - Professional Balanced

The objective of the AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund is The Diversified Investment Strategy No. 2 (referred to in this Fund profile as 'the Fund') aims to provide investors with moderate long-term investment returns with the likelihood of fluctuations in the value of their investment from year to year.

The strategy of the AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund is The Diversified Investment Strategy No. 2 (referred to in this Fund profile as 'the Fund') aims to provide investors with moderate long-term investment returns with the likelihood of fluctuations in the value of their investment from year to year.

The APIR code of the AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund is AMP1980AU.

AMP - Flexible Lifetime Investments - S2 - Professional Balanced’s total return last month was 1.59%. This was made up of a growth return of 1.59% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

AMP - Flexible Lifetime Investments - S2 - Professional Balanced’s total return for the last three months was 4.7%. This was made up of a growth return of 0.44% and an income return of 4.26%%. These returns were calculated as at 31 Aug 2025.

AMP - Flexible Lifetime Investments - S2 - Professional Balanced’s one-year total return is 10.23%. This was made up of a growth return of 5.75% and an income return of 4.48%. These returns were calculated as at 31 Aug 2025.

AMP - Flexible Lifetime Investments - S2 - Professional Balanced’s one-year total return is 9.58%. This was made up of a growth return of 7.52% and an income return of 2.06%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund is :

Australian Equities
28.53%
International Equities
39.11%
Cash
5.18%
Property & Infrastructure
3.69%
Fixed Interest
23.22%
Alternatives
0.28%

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund is IPAC Asset Management Limited.

The AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Jul 2025, the size of the AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund was $2.3 million.

The AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund has an inception date of 1 Jul 2014.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund is $1.007 per unit and the current exit price is $1.005 per unit (as at 12 Sep 2025).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund is $1.005 per unit and the current entry price is $1.007 per unit (as at 12 Sep 2025).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - Professional Balanced managed fund is $1,500. Minimum additional investment is $500.

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.