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  5. AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth - Managed fund profile

AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth - Managed Fund (Closed)

Fund Objective
To provide returns greater than those from cash or fixed interest over the medium to long-term through a diversified portfolio of cash, fixed interest, shares and property.
Fund Strategy
Investors seeking to achieve moderate returns from a balance of income and capital growth over the medium to long-term by investing in a diversified mix of growth and defensive assets. Capital stability is still a priority, however, investors are willing to accept some risk and low levels of volatility to achieve these returns.

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 -1.48% 0.42% 4.33% 10.92% 4.62% 4.87% 5.23% 6.24%
Growth return -1.48% 0.42% 4.33% 10.92% 4.62% 4.87% 5.23% 6.24%
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 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth
Australian Equities
18.03%
International Equities
25.52%
Cash
11.24%
Property & Infrastructure
6.06%
Fixed Interest
28.67%
Alternatives
10.49%
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 Moderate Growth
Closed
AMP0170AU
Multisector Balanced
starstarstar (as at 30 Sep 2021)
Superannuation Fund
1 Sep 1996
$0 million (as at 28 Feb 2022)
$4.01918 (as at 30 Sep 2021)
$4.01918 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 2.39% (as at 7 May 2021)
Indirect Cost Ratio (ICR) - Estimated 2.36% (as at 30 Jun 2020) (Estimated)
Performance fee (included in ICR) 0.02
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

FAQs about the AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth

The objective of the AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth managed fund is To provide returns greater than those from cash or fixed interest over the medium to long-term through a diversified portfolio of cash, fixed interest, shares and property.

The strategy of the AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth managed fund is Investors seeking to achieve moderate returns from a balance of income and capital growth over the medium to long-term by investing in a diversified mix of growth and defensive assets. Capital stability is still a priority, however, investors are willing to accept some risk and low levels of volatility to achieve these returns.

The APIR code of the AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth managed fund is AMP0170AU.

AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth’s total return last month was -1.48%. This was made up of a growth return of -1.48% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth’s total return for the last three months was 0.42%. This was made up of a growth return of 0.42% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth’s one-year total return is 10.92%. This was made up of a growth return of 10.92% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth’s one-year total return is 4.87%. This was made up of a growth return of 4.87% 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 Moderate Growth managed fund is :

Australian Equities
18.03%
International Equities
25.52%
Cash
11.24%
Property & Infrastructure
6.06%
Fixed Interest
28.67%
Alternatives
10.49%

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

As at 28 Feb 2022, the size of the AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth managed fund was $0 million.

The AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth managed fund has an inception date of 1 Sep 1996.

The current entry price of the AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth managed fund is $4.01918 per unit and the current exit price is $4.01918 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth managed fund is $4.01918 per unit and the current entry price is $4.01918 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - AMP Moderate Growth 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.