InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn - Managed fund profile

AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn - Managed Fund (Closed)

Fund Objective
To deliver returns above the cash rate regardless of market movements, through investing in a diversified portfolio of investment strategies and managers.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 100% Cash and Alternative Assets.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.1% 1.3% 2.55% 0.88% -16.91% -7.58% -2.84% -%
Growth return 1.1% 1.3% 2.55% 0.88% -16.91% -7.58% -2.84% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.36% 1.07% 2.15% 4.21% 3.33% 2.23% 1.56% 1.82%
As at 31 Jan 2010. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn
Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
Alternatives
19.95%
Australian Equities
5.98%
International Equities
9.98%
Cash
46.42%
Property
2.07%
Fixed Interest
15.60%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn
Closed
AMP Superannuation Limited
AMP0862AU
Alternative - Other
Not Rated
Superannuation Fund
20 Sep 2004
$6.54 million (as at 31 Jan 2010)
$0.88607 (as at 24 Feb 2010)
$0.88607 (as at 24 Feb 2010)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 2.30% (as at 31 Dec 2009)
Minimum initial investment

FAQs about the AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn

The objective of the AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn managed fund is To deliver returns above the cash rate regardless of market movements, through investing in a diversified portfolio of investment strategies and managers.

The strategy of the AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn managed fund is The Funds benchmark asset allocation and ranges are: 100% Cash and Alternative Assets.

The APIR code of the AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn managed fund is AMP0862AU.

AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn’s total return last month was 1.1%. This was made up of a growth return of 1.1% and an income return of 0%. These returns were calculated as at 31 Jan 2010.

AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn’s total return for the last three months was 1.3%. This was made up of a growth return of 1.3% and an income return of 0%%. These returns were calculated as at 31 Jan 2010.

AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn’s one-year total return is 0.88%. This was made up of a growth return of 0.88% and an income return of 0%. These returns were calculated as at 31 Jan 2010.

AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn’s one-year total return is -7.58%. This was made up of a growth return of -7.58% and an income return of 0%. These returns were calculated as at 31 Jan 2010.

The asset allocation of the AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

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

The AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn managed fund belongs to the Alternative - Other sector/asset class.

As at 31 Jan 2010, the size of the AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn managed fund was $6.54 million.

The AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn managed fund has an inception date of 20 Sep 2004.

The current entry price of the AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn managed fund is $0.88607 per unit and the current exit price is $0.88607 per unit (as at 24 Feb 2010).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn managed fund is $0.88607 per unit and the current entry price is $0.88607 per unit (as at 24 Feb 2010).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - Future Directions TotalReturn 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.