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  5. AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability - Managed fund profile

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

Fund Objective
To provide moderate returns over the medium to long term, through a diversified mix of growth and defensive assets. This portfolio is recommended for members aged 51-55.
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 1.44% 4.25% 2.92% 11.78% 10.81% 10.2% 6.93% 6.85%
Growth return 1.44% 4.25% 2.92% 11.78% 10.81% 10.2% 6.93% 6.85%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
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 Stability
Australian Equities
21.99%
International Equities
20.60%
Cash
9.03%
Property & Infrastructure
7.93%
Fixed Interest
35.74%
Alternatives
4.70%
Average Allocation of Peers
Australian Equities
16.39%
International Equities
27.86%
Cash
8.26%
Property & Infrastructure
3.78%
Fixed Interest
36.21%
Alternatives
7.50%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability
Closed
AMP Superannuation Limited
AMP0303AU
Multisector Balanced
starstarstarstar (as at 31 Oct 2006)
Superannuation Fund
1 Oct 1996
$375.72 million (as at 30 Sep 2006)
$1.9806 (as at 17 Nov 2006)
$1.9806 (as at 17 Nov 2006)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 0.41% (as at 30 Jun 2003)
Minimum initial investment

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

The objective of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability managed fund is To provide moderate returns over the medium to long term, through a diversified mix of growth and defensive assets. This portfolio is recommended for members aged 51-55.

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

The APIR code of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability managed fund is AMP0303AU.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability’s total return last month was 1.44%. This was made up of a growth return of 1.44% and an income return of 0%. These returns were calculated as at 31 Oct 2006.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability’s total return for the last three months was 4.25%. This was made up of a growth return of 4.25% and an income return of 0%%. These returns were calculated as at 31 Oct 2006.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability’s one-year total return is 11.78%. This was made up of a growth return of 11.78% and an income return of 0%. These returns were calculated as at 31 Oct 2006.

AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability’s one-year total return is 10.2%. This was made up of a growth return of 10.2% 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 Stability managed fund is :

Australian Equities
21.99%
International Equities
20.60%
Cash
9.03%
Property & Infrastructure
7.93%
Fixed Interest
35.74%
Alternatives
4.70%

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

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

As at 30 Sep 2006, the size of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability managed fund was $375.72 million.

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

The current entry price of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability managed fund is $1.9806 per unit and the current exit price is $1.9806 per unit (as at 17 Nov 2006).

The current exit price of the AMP - Flexible Lifetime & Custom Super - AMP LifeStages Stability managed fund is $1.9806 per unit and the current entry price is $1.9806 per unit (as at 17 Nov 2006).

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