AMP - Flexible Lifetime Investments - S2 - Schroder Fixed Income - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

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Benchmark ({{ }})
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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 0.8 -0.57 2.95 9.46 5.15 4.11 - -
Growth return 0.8 -2.85 -0.89 4.03 1.93 1.12 - -
Income return 0 2.28 3.84 5.43 3.22 2.99 - -
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.82 -0.16 3.37 10.69 6.49 5.66 4.87 5.88
As as 30 Nov 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - S2 - Schroder Fixed Income
Fixed Interest
Australian Equities
International Equities
Average Allocation of Peers
Fixed Interest
Australian Equities
International Equities

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - Schroder Fixed Income
AMP Capital Funds Management Ltd
Bonds - Australia
starstar (as at 30 Nov 2019)
Investment Fund
1 Jul 2015
$1.08 million (as at 31 Oct 2019)
$1.01902 (as at 12 Dec 2019)
$1.01658 (as at 12 Dec 2019)
Fund Objective
To obtain exposure to a diversified range of domestic and international fixed income securities with the principal aim of outperforming the Bloomberg AusBond Composite 0 Yr Index over the medium term. The objective is to provide a diversified portfolio delivering low capital volatility and competitive risk-adjusted returns with low correlation to equity markets by investing in a broad range of domestic and international fixed income assets.
Fund Strategy
The investment adopts a 'core-plus' approach whereby a core portfolio comprising of low risk Australian bonds is complemented by investments in a diverse range of low correlation, non-benchmark fixed income securities. International securities are hedged to the Australian dollar.
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.60% (as at 30 Jun 2019) (Estimated)
Minimum initial investment $1,500.00
Minimum additional investments $500.00

Top 10 holdings (as at 30 Apr 2016)

Holding (as at 30 Apr 2016) Type % of Portfolio
Sfe Australia 3 Year Bond Future June 2016 (Ymm6) Bond - Treasury Future 28.85%
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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.

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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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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%