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

Fund Objective
The investment objective of the Fund is to provide an investment return that aims to track the total return performance of the Solactive Climate Change and Environmental Opportunities Index, before taking into account fees and expenses.
Fund Strategy
In seeking to achieve the investment objective, the Responsible Entity will employ a passive management approach designed to track the performance of the Index, before fees and expenses. The Fund will generally seek to invest in the securities that comprise the Index in proportion to the weightings of the securities in the Index. This is known as a 'full replication' strategy.

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 1.49% 4.8% 0.04% 2.82% 8.98% -8.68% 3.47% -%
Growth return 1.49% 4.8% 0.04% 2.82% 8.98% -8.68% 3.47% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return -2.66% -3.05% 3.77% 5.47% 14.09% 9.71% 9.87% 9.46%
As at 31 Oct 2010. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian
Australian Equities
92.48%
Cash
2.17%
Property & Infrastructure
5.34%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
95.12%
Cash
-0.54%
Property & Infrastructure
1.37%
International Equities
4.60%
Fixed Interest
-0.49%
Alternatives
-0.05%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian
Closed
AMP Superannuation Limited
AMP1029AU
Equity Australia Large Blend
starstar (as at 31 Oct 2010)
Superannuation Fund
8 Aug 2005
$8.06 million (as at 31 Oct 2010)
$1.21176 (as at 11 Nov 2010)
$1.21176 (as at 11 Nov 2010)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 2.35% (as at 31 Dec 2009)
Minimum initial investment $1,500.00

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025) Type % of Portfolio
Blackrock Australian Alpha T X1 Mutual Fund - Open End 100.01%
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FAQs about the AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian

The objective of the AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian managed fund is The investment objective of the Fund is to provide an investment return that aims to track the total return performance of the Solactive Climate Change and Environmental Opportunities Index, before taking into account fees and expenses.

The strategy of the AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian managed fund is In seeking to achieve the investment objective, the Responsible Entity will employ a passive management approach designed to track the performance of the Index, before fees and expenses. The Fund will generally seek to invest in the securities that comprise the Index in proportion to the weightings of the securities in the Index. This is known as a 'full replication' strategy.

The APIR code of the AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian managed fund is AMP1029AU.

AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian’s total return last month was 1.49%. This was made up of a growth return of 1.49% and an income return of 0%. These returns were calculated as at 31 Oct 2010.

AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian’s total return for the last three months was 4.8%. This was made up of a growth return of 4.8% and an income return of 0%%. These returns were calculated as at 31 Oct 2010.

AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian’s one-year total return is 2.82%. This was made up of a growth return of 2.82% and an income return of 0%. These returns were calculated as at 31 Oct 2010.

AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian’s one-year total return is -8.68%. This was made up of a growth return of -8.68% and an income return of 0%. These returns were calculated as at 31 Oct 2010.

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

Australian Equities
92.48%
Cash
2.17%
Property & Infrastructure
5.34%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

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

The AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Oct 2010, the size of the AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian managed fund was $8.06 million.

The AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian managed fund has an inception date of 8 Aug 2005.

The current entry price of the AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian managed fund is $1.21176 per unit and the current exit price is $1.21176 per unit (as at 11 Nov 2010).

The current exit price of the AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian managed fund is $1.21176 per unit and the current entry price is $1.21176 per unit (as at 11 Nov 2010).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - BlackRock Scientific Australian managed fund is $1,500.

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.