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

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

Fund Objective
To provide returns greater than those from cash over the medium-term. Minimum suggested investment timeframe is 3 years.
Fund Strategy
Invests in a diversified portfolio with a core of cash and bonds and some exposure to shares and property. Asset ranges (with benchmark in brackets): cash 5-50% (20%), Australian bonds 15-75% (40%), international bonds 5-30% (10%), direct property 0-10% (5%), listed property 0-10% (2%), Australian shares 5-25% (14%), international shares 0-20% (9%).

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 -0.1% -0.27% 0.07% 1.13% 3.46% 4.28% 5.11% -%
Growth return -0.1% -0.27% 0.07% 1.13% 3.46% 4.28% 5.11% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.59% 2.88% 7.98% 7.21% 2.87% 2.18% 3.19% 4.48%
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 - Conservative
Australian Equities
15%
International Equities
11%
Cash
24%
Property
11%
Fixed Interest
39%
Alternatives
0%
Average Allocation of Peers
Australian Equities
11.50%
International Equities
13.23%
Cash
19.71%
Property
4.25%
Fixed Interest
45.28%
Alternatives
6.03%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Conservative
Closed
AMP Superannuation Limited
AMP0285AU
Multisector Moderate
Not Rated
Superannuation Fund
1 May 1993
$107.4 million (as at 31 May 2002)
$2.2312 (as at 31 May 2002)
$2.2312 (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 - Conservative

The objective of the AMP - Flexible Lifetime & Custom Super - Conservative managed fund is To provide returns greater than those from cash over the medium-term. Minimum suggested investment timeframe is 3 years.

The strategy of the AMP - Flexible Lifetime & Custom Super - Conservative managed fund is Invests in a diversified portfolio with a core of cash and bonds and some exposure to shares and property. Asset ranges (with benchmark in brackets): cash 5-50% (20%), Australian bonds 15-75% (40%), international bonds 5-30% (10%), direct property 0-10% (5%), listed property 0-10% (2%), Australian shares 5-25% (14%), international shares 0-20% (9%).

The APIR code of the AMP - Flexible Lifetime & Custom Super - Conservative managed fund is AMP0285AU.

AMP - Flexible Lifetime & Custom Super - Conservative’s total return last month was -0.1%. This was made up of a growth return of -0.1% and an income return of 0%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Conservative’s total return for the last three months was -0.27%. This was made up of a growth return of -0.27% and an income return of 0%%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Conservative’s one-year total return is 1.13%. This was made up of a growth return of 1.13% and an income return of 0%. These returns were calculated as at 31 May 2002.

AMP - Flexible Lifetime & Custom Super - Conservative’s one-year total return is 4.28%. This was made up of a growth return of 4.28% 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 - Conservative managed fund is :

Australian Equities
15%
International Equities
11%
Cash
24%
Property
11%
Fixed Interest
39%
Alternatives
0%

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

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

As at 31 May 2002, the size of the AMP - Flexible Lifetime & Custom Super - Conservative managed fund was $107.4 million.

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

The current entry price of the AMP - Flexible Lifetime & Custom Super - Conservative managed fund is $2.2312 per unit and the current exit price is $2.2312 per unit (as at 31 May 2002).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Conservative managed fund is $2.2312 per unit and the current entry price is $2.2312 per unit (as at 31 May 2002).

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