InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome - Managed fund profile

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome - Managed Fund

Fund Objective
To provide a total return (interest 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 Bloomberg 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 internationalfixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency.

Fund Performance Comparison

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

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.46% 1.21% 1.74% 2.46% 3.74% 2.32% -0.77% 1.15%
Growth return 0.46% 1.21% 0.12% 0.64% 2.47% 1.48% -3.72% -1.62%
Income return 0% 0% 1.62% 1.82% 1.27% 0.84% 2.95% 2.77%
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
Total return 0.41% 1.15% 2.25% 3.58% 4.56% 3.13% -0.32% 2.05%
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 - Specialist Diversified FixedIncome
Cash
0.13%
Fixed Interest
99.87%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
3.15%
Fixed Interest
96.83%
International Equities
0%
Alternatives
0.02%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome
IPAC Asset Management Limited
AMP1991AU
Bonds - Global / Australia
starstar (as at 31 Aug 2025)
Investment Fund
1 Jul 2014
$0.05 million (as at 31 Jul 2025)
$0.87371 (as at 19 Sep 2025)
$0.8717 (as at 19 Sep 2025)
Open
Offer information
Type Description
MER 1.53% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR) 1.53% (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
JPMorgan Global Bond I Mutual Fund - Open End 39.80%
Login now to view the complete list of holdings.

FAQs about the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome

The objective of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is To provide a total return (interest 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 Bloomberg Barclays Global Aggregate Bond Index (hedged to Australian dollars) benchmarks, on a rolling three-year basis.

The strategy of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is The strategy provides exposure to a diversified portfolio of Australian and internationalfixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency.

The APIR code of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is AMP1991AU.

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome’s total return last month was 0.46%. This was made up of a growth return of 0.46% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome’s total return for the last three months was 1.21%. This was made up of a growth return of 1.21% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome’s one-year total return is 2.46%. This was made up of a growth return of 0.64% and an income return of 1.82%. These returns were calculated as at 31 Aug 2025.

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome’s one-year total return is 2.32%. This was made up of a growth return of 1.48% and an income return of 0.84%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is :

Cash
0.13%
Fixed Interest
99.87%
International Equities
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is IPAC Asset Management Limited.

The AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund belongs to the Bonds - Global / Australia sector/asset class.

As at 31 Jul 2025, the size of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund was $0.05 million.

The AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund has an inception date of 1 Jul 2014.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is $0.87371 per unit and the current exit price is $0.8717 per unit (as at 19 Sep 2025).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is $0.8717 per unit and the current entry price is $0.87371 per unit (as at 19 Sep 2025).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome 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.