InvestSMART

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

Fund Objective
To provide moderate to high returns by investing across all asset types, with higher exposure to growth assets. This portfolio is recommended for members aged 36-45.
Fund Strategy
Not available.

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 1.98% 5.73% 2.98% 16.25% 14.83% 13.75% 7.35% 7.67%
Growth return 1.98% 5.73% 2.98% 16.25% 14.83% 13.75% 7.35% 7.67%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
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 Progression
Australian Equities
35.07%
International Equities
32.05%
Cash
0.71%
Property & Infrastructure
9.53%
Fixed Interest
17.02%
Alternatives
5.62%
Average Allocation of Peers
Australian Equities
27.19%
International Equities
35.52%
Cash
5.96%
Property & Infrastructure
6.32%
Fixed Interest
20.64%
Alternatives
4.36%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression
Closed
AMP Superannuation Limited
AMP0301AU
Multisector Growth
starstarstar (as at 31 Oct 2006)
Superannuation Fund
1 Oct 1996
$827.67 million (as at 30 Sep 2006)
$2.1606 (as at 17 Nov 2006)
$2.1606 (as at 17 Nov 2006)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 0.42% (as at 30 Jun 2003)
Minimum initial investment

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

The objective of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression managed fund is To provide moderate to high returns by investing across all asset types, with higher exposure to growth assets. This portfolio is recommended for members aged 36-45.

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

The APIR code of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression managed fund is AMP0301AU.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression’s total return last month was 1.98%. This was made up of a growth return of 1.98% and an income return of 0%. These returns were calculated as at 31 Oct 2006.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression’s total return for the last three months was 5.73%. This was made up of a growth return of 5.73% and an income return of 0%%. These returns were calculated as at 31 Oct 2006.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression’s one-year total return is 16.25%. This was made up of a growth return of 16.25% and an income return of 0%. These returns were calculated as at 31 Oct 2006.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression’s one-year total return is 13.75%. This was made up of a growth return of 13.75% 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 Progression managed fund is :

Australian Equities
35.07%
International Equities
32.05%
Cash
0.71%
Property & Infrastructure
9.53%
Fixed Interest
17.02%
Alternatives
5.62%

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

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

As at 30 Sep 2006, the size of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression managed fund was $827.67 million.

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

The current entry price of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression managed fund is $2.1606 per unit and the current exit price is $2.1606 per unit (as at 17 Nov 2006).

The current exit price of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Progression managed fund is $2.1606 per unit and the current entry price is $2.1606 per unit (as at 17 Nov 2006).

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