AMP - Flexible Lifetime & Custom Super - BT Active Conservative - Managed Fund

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.

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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 1.92 -0.18 1.06 -2.44 1.45 3.33 5 4.08
Growth return 1.92 -0.18 1.06 -2.44 1.45 3.33 5 4.08
Income return 0 0 0 0 0 0 0 0
Market index (Morningstar Aus Msec Moderate TR AUD)
Total return 1.14 2.81 4.3 7.18 4.8 5.32 6.17 5.88
As as 31 Aug 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Fixed Interest
49.50%
Cash
16%
Australian Equities
12.50%
International Equities
10%
Alternatives
8%
Property
4%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - BT Active Conservative
Closed
AMP Superannuation Limited
AMP0155AU
Multisector Moderate
starstarstar (as at 31 Aug 2008)
Superannuation Fund
1 Sep 1996
$35.33 million (as at 31 Jul 2008)
$1.861 (as at 11 Sep 2008)
$1.861 (as at 11 Sep 2008)
Fund Objective
To maximise returns by adding value in stock selection and asset allocation. Suggested investment timeframe is 3 years plus.
Fund Strategy
Invests in fixed interest, cash, listed property trusts, alternative investments, and a limited amount of Australian and overseas shares through the BT Pooled Super Conservative Super Trust. Asset allocation ranges (with benchmarks in brackets): Australian shares 8-22% (15%), international shares 0-10% (6%), Australian listed property trusts 0-10% (4%), Australian and international fixed interest 30-70% (50%), cash 10-62% (25%), alternative investments 0-5% (0%).
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 1% (as at 30 Jun 2012)
Minimum initial investment

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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 12.60%
Intelligent Investor Equity Growth 12.50%
Intelligent Investor Equity Income 11.80%
InvestSMART Australian Small Companies Fund 10.15%
InvestSMART High Growth 9.51%
InvestSMART Core Growth 8.38%
InvestSMART Balanced 6.52%
InvestSMART Diversified Property and Infrastructure 5.75%
InvestSMART Hybrid Income 5.03%
InvestSMART Diversified Income 4.82%
InvestSMART Interest Income 2.29%

* Returns p.a. since inception after investment & admin fees

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