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

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

Fund Objective
To provide an increase in capital over periods of five years or more. Minimum suggested investment timeframe is 5 years.
Fund Strategy
Invests in asset sectors that offer exposure to growth investments like shares and property, whose current market value do not reflect their long-term growth potential. Asset allocation ranges (with benchmarks in brackets): cash 0-40% (10%), Australian b

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 2.1% 4.23% 6.49% 13.83% 7.17% 2.17% 1.41% -%
Growth return 2.1% 4.23% 6.49% 13.83% 7.17% 2.17% 1.41% -%
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 30 Nov 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - BT Balanced Returns
Australian Equities
32%
International Equities
23%
Cash
14%
Property & Infrastructure
7%
Fixed Interest
21%
Alternatives
3%
Average Allocation of Peers
Australian Equities
16.35%
International Equities
27.93%
Cash
8.19%
Property & Infrastructure
3.82%
Fixed Interest
36.21%
Alternatives
7.50%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - BT Balanced Returns
Closed
AMP Superannuation Limited
AMP0218AU
Multisector Balanced
Not Rated
Superannuation Fund
1 Dec 1997
$0 million (as at 31 Oct 2005)
n/a
$1.2899 (as at 22 Dec 2004)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 1.06% (as at 30 Jun 2012)

FAQs about the AMP - Flexible Lifetime & Custom Super - BT Balanced Returns

The objective of the AMP - Flexible Lifetime & Custom Super - BT Balanced Returns managed fund is To provide an increase in capital over periods of five years or more. Minimum suggested investment timeframe is 5 years.

The strategy of the AMP - Flexible Lifetime & Custom Super - BT Balanced Returns managed fund is Invests in asset sectors that offer exposure to growth investments like shares and property, whose current market value do not reflect their long-term growth potential. Asset allocation ranges (with benchmarks in brackets): cash 0-40% (10%), Australian b

The APIR code of the AMP - Flexible Lifetime & Custom Super - BT Balanced Returns managed fund is AMP0218AU.

AMP - Flexible Lifetime & Custom Super - BT Balanced Returns’s total return last month was 2.1%. This was made up of a growth return of 2.1% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP - Flexible Lifetime & Custom Super - BT Balanced Returns’s total return for the last three months was 4.23%. This was made up of a growth return of 4.23% and an income return of 0%%. These returns were calculated as at 30 Nov 2004.

AMP - Flexible Lifetime & Custom Super - BT Balanced Returns’s one-year total return is 13.83%. This was made up of a growth return of 13.83% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP - Flexible Lifetime & Custom Super - BT Balanced Returns’s one-year total return is 2.17%. This was made up of a growth return of 2.17% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

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

Australian Equities
32%
International Equities
23%
Cash
14%
Property & Infrastructure
7%
Fixed Interest
21%
Alternatives
3%

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

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

As at 31 Oct 2005, the size of the AMP - Flexible Lifetime & Custom Super - BT Balanced Returns managed fund was $0 million.

The AMP - Flexible Lifetime & Custom Super - BT Balanced Returns managed fund has an inception date of 1 Dec 1997.

The current entry price of the AMP - Flexible Lifetime & Custom Super - BT Balanced Returns managed fund is $ per unit and the current exit price is $1.2899 per unit (as at 22 Dec 2004).

The current exit price of the AMP - Flexible Lifetime & Custom Super - BT Balanced Returns managed fund is $1.2899 per unit and the current entry price is $ per unit (as at 22 Dec 2004).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - BT Balanced Returns managed fund is $.

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.