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  5. AMP - Flexible Lifetime & Custom Super - Balanced Direct - Managed fund profile

AMP - Flexible Lifetime & Custom Super - Balanced Direct - Managed Fund (Closed)

Fund Objective
To provide medium returns over the medium- to long-term. Minimum suggested investment timeframe is 3-5 years.
Fund Strategy
Asset ranges (with benchmarks in brackets): cash 0-15% (3%), Australian bonds 10-60% (30%), international bonds 0-15% (7%), direct property 5-20% (10%), listed property 0-10% (0%), direct investments 0-15% (10%), Australian shares 15-35% (23%), international shares 10-25% (17%).

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 0.35% -0.19% -0.33% -1.19% 1.93% 4.52% 6.04% -%
Growth return 0.35% -0.19% -0.33% -1.19% 1.93% 4.52% 6.04% -%
Income return 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 May 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - Balanced Direct
Australian Equities
32%
International Equities
18%
Cash
1%
Property & Infrastructure
15%
Fixed Interest
34%
Alternatives
0%
Average Allocation of Peers
Australian Equities
16.40%
International Equities
27.91%
Cash
8.22%
Property & Infrastructure
3.77%
Fixed Interest
36.19%
Alternatives
7.51%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Balanced Direct
Closed
AMP Superannuation Limited
AMP0283AU
Multisector Balanced
Not Rated
Superannuation Fund
1 May 1993
$392.9 million (as at 31 May 2002)
$19.5813 (as at 31 May 2002)
$19.5813 (as at 31 May 2002)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment

FAQs about the AMP - Flexible Lifetime & Custom Super - Balanced Direct

The objective of the AMP - Flexible Lifetime & Custom Super - Balanced Direct managed fund is To provide medium returns over the medium- to long-term. Minimum suggested investment timeframe is 3-5 years.

The strategy of the AMP - Flexible Lifetime & Custom Super - Balanced Direct managed fund is Asset ranges (with benchmarks in brackets): cash 0-15% (3%), Australian bonds 10-60% (30%), international bonds 0-15% (7%), direct property 5-20% (10%), listed property 0-10% (0%), direct investments 0-15% (10%), Australian shares 15-35% (23%), international shares 10-25% (17%).

The APIR code of the AMP - Flexible Lifetime & Custom Super - Balanced Direct managed fund is AMP0283AU.

AMP - Flexible Lifetime & Custom Super - Balanced Direct’s total return last month was 0.35%. This was made up of a growth return of 0.35% and an income return of 0%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Balanced Direct’s total return for the last three months was -0.19%. This was made up of a growth return of -0.19% and an income return of 0%%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Balanced Direct’s one-year total return is -1.19%. This was made up of a growth return of -1.19% and an income return of 0%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Balanced Direct’s one-year total return is 4.52%. This was made up of a growth return of 4.52% and an income return of 0%. These returns were calculated as at 31 May 2002.

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

Australian Equities
32%
International Equities
18%
Cash
1%
Property & Infrastructure
15%
Fixed Interest
34%
Alternatives
0%

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

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

As at 31 May 2002, the size of the AMP - Flexible Lifetime & Custom Super - Balanced Direct managed fund was $392.9 million.

The AMP - Flexible Lifetime & Custom Super - Balanced Direct managed fund has an inception date of 1 May 1993.

The current entry price of the AMP - Flexible Lifetime & Custom Super - Balanced Direct managed fund is $19.5813 per unit and the current exit price is $19.5813 per unit (as at 31 May 2002).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Balanced Direct managed fund is $19.5813 per unit and the current entry price is $19.5813 per unit (as at 31 May 2002).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - Balanced Direct 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.