InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity - Managed fund profile

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity - Managed Fund (Closed)

Fund Objective
To provide returns greater than those from defensive assets over the short to medium term, by having some exposure to growth assets. This portfolio is recommended for members aged over 56.
Fund Strategy
Not available.

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 1.07% 3.21% 2.76% 8.87% 8.28% 7.93% 5.97% 6.35%
Growth return 1.07% 3.21% 2.76% 8.87% 8.28% 7.93% 5.97% 6.35%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 31 Oct 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity
Australian Equities
13.92%
International Equities
13.66%
Cash
27.16%
Property & Infrastructure
6.68%
Fixed Interest
34.62%
Alternatives
3.95%
Average Allocation of Peers
Australian Equities
10.84%
International Equities
15.24%
Cash
15.01%
Property & Infrastructure
3.67%
Fixed Interest
49.61%
Alternatives
5.63%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity
Closed
AMP Superannuation Limited
AMP0304AU
Multisector Moderate
starstarstarstar (as at 31 Oct 2006)
Superannuation Fund
1 Oct 1996
$401.74 million (as at 30 Sep 2006)
$1.8852 (as at 17 Nov 2006)
$1.8852 (as at 17 Nov 2006)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment

FAQs about the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity

The objective of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund is To provide returns greater than those from defensive assets over the short to medium term, by having some exposure to growth assets. This portfolio is recommended for members aged over 56.

The strategy of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund is Not available.

The APIR code of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund is AMP0304AU.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity’s total return last month was 1.07%. This was made up of a growth return of 1.07% and an income return of 0%. These returns were calculated as at 31 Oct 2006.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity’s total return for the last three months was 3.21%. This was made up of a growth return of 3.21% and an income return of 0%%. These returns were calculated as at 31 Oct 2006.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity’s one-year total return is 8.87%. This was made up of a growth return of 8.87% and an income return of 0%. These returns were calculated as at 31 Oct 2006.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity’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 31 Oct 2006.

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

Australian Equities
13.92%
International Equities
13.66%
Cash
27.16%
Property & Infrastructure
6.68%
Fixed Interest
34.62%
Alternatives
3.95%

The Responsible Entity for the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund is AMP Superannuation Limited.

The AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Sep 2006, the size of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund was $401.74 million.

The AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund has an inception date of 1 Oct 1996.

The current entry price of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund is $1.8852 per unit and the current exit price is $1.8852 per unit (as at 17 Nov 2006).

The current exit price of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund is $1.8852 per unit and the current entry price is $1.8852 per unit (as at 17 Nov 2006).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Maturity managed fund 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.