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  5. AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity - Managed fund profile

AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity - Managed Fund (Closed)

Fund Objective
To outperform the benchmark, the S&P/ASX 300 Accumulation Index, before fees, over rolling three year periods, by investing primarily in securities listed on the Australian Stock Exchange.
Fund Strategy
Benchmark (%): Aust shares 100.

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 4.73% 12.09% 15.48% 24.51% 15.09% -% -% -%
Growth return 4.73% 12.09% 15.48% 24.51% 15.09% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
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 - Deutsche Australian Equity
Australian Equities
99%
Cash
1%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
International Equities
4.82%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity
Closed
AMP Superannuation Limited
AMP0500AU
Equity Australia Other
Not Rated
Superannuation Fund
18 Feb 2002
$56.42 million (as at 30 Nov 2004)
n/a
$1.2016 (as at 22 Dec 2004)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment

FAQs about the AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity

The objective of the AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity managed fund is To outperform the benchmark, the S&P/ASX 300 Accumulation Index, before fees, over rolling three year periods, by investing primarily in securities listed on the Australian Stock Exchange.

The strategy of the AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity managed fund is Benchmark (%): Aust shares 100.

The APIR code of the AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity managed fund is AMP0500AU.

AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity’s total return last month was 4.73%. This was made up of a growth return of 4.73% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity’s total return for the last three months was 12.09%. This was made up of a growth return of 12.09% and an income return of 0%%. These returns were calculated as at 30 Nov 2004.

AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity’s one-year total return is 24.51%. This was made up of a growth return of 24.51% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

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

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

Australian Equities
99%
Cash
1%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

The AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Nov 2004, the size of the AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity managed fund was $56.42 million.

The AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity managed fund has an inception date of 18 Feb 2002.

The current entry price of the AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity managed fund is $ per unit and the current exit price is $1.2016 per unit (as at 22 Dec 2004).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Deutsche Australian Equity managed fund is $1.2016 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 - Deutsche Australian Equity 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.