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  5. AMP - Flexible Lifetime & Custom Super - AMP Active Balanced - Managed fund profile

AMP - Flexible Lifetime & Custom Super - AMP Active Balanced - Managed Fund (Closed)

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 -2.22% 0.65% 6.4% 17.54% 8% 7.93% 8.3% -%
Growth return -2.22% 0.65% 6.4% 17.54% 8% 7.93% 8.3% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
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 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - AMP Active Balanced
Australian Equities
28.50%
International Equities
38.58%
Cash
8.55%
Property & Infrastructure
5.65%
Fixed Interest
18.74%
Alternatives
-0.01%
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 & Custom Super - AMP Active Balanced
Closed
AMP1934AU
Multisector Growth
starstarstarstar (as at 30 Sep 2021)
Superannuation Fund
15 Feb 2014
$8.55 million (as at 30 Sep 2021)
$1.79569 (as at 30 Sep 2021)
$1.79569 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 1.17% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 1.17% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 31 Mar 2025)

Holding (as at 31 Mar 2025) Type % of Portfolio
Macquarie Wholesale Australian Fixed Interest Fund Class C Ipac Mutual Fund - Unspecified 10.47%
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FAQs about the AMP - Flexible Lifetime & Custom Super - AMP Active Balanced

The objective of the AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund is

The strategy of the AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund is

The APIR code of the AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund is AMP1934AU.

AMP - Flexible Lifetime & Custom Super - AMP Active Balanced’s total return last month was -2.22%. This was made up of a growth return of -2.22% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - AMP Active Balanced’s total return for the last three months was 0.65%. This was made up of a growth return of 0.65% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - AMP Active Balanced’s one-year total return is 17.54%. This was made up of a growth return of 17.54% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - AMP Active Balanced’s one-year total return is 7.93%. This was made up of a growth return of 7.93% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund is :

Australian Equities
28.50%
International Equities
38.58%
Cash
8.55%
Property & Infrastructure
5.65%
Fixed Interest
18.74%
Alternatives
-0.01%

The AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund was $8.55 million.

The AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund has an inception date of 15 Feb 2014.

The current entry price of the AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund is $1.79569 per unit and the current exit price is $1.79569 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund is $1.79569 per unit and the current entry price is $1.79569 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - AMP Active Balanced managed fund is $0. Minimum additional investment is $0.

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.