General Information

AMP FLS&CS-AMP Active Balanced Series 2
AMP Superannuation Limited
AMP2053AU
Multisector Balanced
Not Rated
n/a
Not Rated
Superannuation
14 Dec 2015
$7.11 million (as at 30 Nov 2016)
$1.08682 (as at 20 Jan 2017)
$1.08682 (as at 20 Jan 2017)

Fund performance (31 Dec 2016)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 2.38 2.13 4.6 5.63 - - - -
Growth return 2.38 2.13 4.6 5.63 - - - -
Income return 0 0 0 0 - - - -

Morningstar index (Mstar PG Sup Multisector Balanced Idx)

Total return 1.74 1.52 3.73 4.89 4 5.05 7.39 3.65

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 2.31 1.83 3.84 6.71 6.15 7.34 10.18 4.84

Asset Allocation (31 Dec 2016)

Australian Equities 28.91%
International Equities 32.43%
Cash 12.82%
Property 8.34%
Fixed Interest 17.49%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (primarily capital growth with some income) after costs and before tax, above the strategy's performance benchmark on a rolling 3 year basis, by investing across a range of asset types, with high exposure to growth assets.
The strategy aims to provide investors with exposure to a diversified range of Australian and international growth sources across asset classes including shares, Australian listed property trusts, and global listed property securities.

Offer information

Indirect Cost Ratio (ICR) 1.21% (as at 14 Dec 2015)

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund