InvestSMART

AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) - Managed Fund (Closed)

Fund Objective
To provide longer term returns between those expected from cash and a market linked fund with the same asset backing, but with less variability of returns than would be expected from such a fund with its exposure to growth assets.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 0% Fixed Interest (50-90%), 0% Listed Property (0-10%), 0% Direct Property (0-10%), 0% International Shares (0-10%) and 0% Australian Shares (0-10%).

Fund Performance Comparison

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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.
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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 0.28% 0.83% 1.68% 3.11% 2.76% 2.98% 3.35% 3.55%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 31 Mar 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS)
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
16.12%
Australian Equities
5.43%
International Equities
4.81%
Property & Infrastructure
0.64%
Fixed Interest
72.56%
Alternatives
0.44%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS)
Closed
AMP0286AU
Reserve Backed
starstarstarstar (as at 31 Mar 2017)
Superannuation Fund
18 Mar 1996
$0 million (as at 31 Dec 2021)
n/a
n/a
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 2.25% (as at 7 May 2021)
Indirect Cost Ratio (ICR) - Estimated 2.25% (as at 30 Jun 2020) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

FAQs about the AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS)

The objective of the AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) managed fund is To provide longer term returns between those expected from cash and a market linked fund with the same asset backing, but with less variability of returns than would be expected from such a fund with its exposure to growth assets.

The strategy of the AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) managed fund is The Funds benchmark asset allocation and ranges are: 0% Fixed Interest (50-90%), 0% Listed Property (0-10%), 0% Direct Property (0-10%), 0% International Shares (0-10%) and 0% Australian Shares (0-10%).

The APIR code of the AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) managed fund is AMP0286AU.

AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS)’s total return last month was 0.28%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2022.

AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS)’s total return for the last three months was 0.83%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Mar 2022.

AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS)’s one-year total return is 3.11%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2022.

AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS)’s one-year total return is 2.98%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2022.

The asset allocation of the AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) managed fund belongs to the Reserve Backed sector/asset class.

As at 31 Dec 2021, the size of the AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) managed fund was $0 million.

The AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) managed fund has an inception date of 18 Mar 1996.

The current entry price of the AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - AMP Secure Choice (CS) 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.