InvestSMART

AMP - Flexible Lifetime & Custom Super - Australian Bond - Managed Fund (Closed)

Fund Objective
To provide returns above inflation and cash over the short- to medium-term. Minimum suggested investment timeframe is 2-3 years.
Fund Strategy
Invests primarily in a diversified range of Australian fixed interest securities. Asset ranges: Australian bonds 50-100%, cash 0-50%.

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 -0.31% -0.06% -0.65% 2.65% 4% -% -% -%
Growth return -0.31% -0.06% -0.65% 2.65% 4% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return -1.42% -0.34% -1.48% 1.51% 2.35% 2.06% 0.15% 1.79%
As at 31 May 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - Australian Bond
Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Fixed Interest
91.34%
Australian Equities
0.59%
International Equities
0%
Cash
7.94%
Property & Infrastructure
0.13%
Alternatives
0%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Australian Bond
Closed
AMP Superannuation Limited
AMP0328AU
Bonds - Australia
Not Rated
Superannuation Fund
14 Feb 2000
$21.6 million (as at 31 May 2002)
$14.6591 (as at 31 May 2002)
$14.6591 (as at 31 May 2002)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment
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FAQs about the AMP - Flexible Lifetime & Custom Super - Australian Bond

The objective of the AMP - Flexible Lifetime & Custom Super - Australian Bond managed fund is To provide returns above inflation and cash over the short- to medium-term. Minimum suggested investment timeframe is 2-3 years.

The strategy of the AMP - Flexible Lifetime & Custom Super - Australian Bond managed fund is Invests primarily in a diversified range of Australian fixed interest securities. Asset ranges: Australian bonds 50-100%, cash 0-50%.

The APIR code of the AMP - Flexible Lifetime & Custom Super - Australian Bond managed fund is AMP0328AU.

AMP - Flexible Lifetime & Custom Super - Australian Bond’s total return last month was -0.31%. This was made up of a growth return of -0.31% and an income return of 0%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Australian Bond’s total return for the last three months was -0.06%. This was made up of a growth return of -0.06% and an income return of 0%%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Australian Bond’s one-year total return is 2.65%. This was made up of a growth return of 2.65% and an income return of 0%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Australian Bond’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2002.

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

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

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

The AMP - Flexible Lifetime & Custom Super - Australian Bond managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 May 2002, the size of the AMP - Flexible Lifetime & Custom Super - Australian Bond managed fund was $21.6 million.

The AMP - Flexible Lifetime & Custom Super - Australian Bond managed fund has an inception date of 14 Feb 2000.

The current entry price of the AMP - Flexible Lifetime & Custom Super - Australian Bond managed fund is $14.6591 per unit and the current exit price is $14.6591 per unit (as at 31 May 2002).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Australian Bond managed fund is $14.6591 per unit and the current entry price is $14.6591 per unit (as at 31 May 2002).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - Australian Bond 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.