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  5. AMP - Flexible Lifetime & Custom Super - Global Bond Index - Managed fund profile

AMP - Flexible Lifetime & Custom Super - Global Bond Index - Managed Fund (Closed)

Fund Objective
To provide returns over the long-term in line with an appropriate index by investing in International fixed interest. Exposure to this asset class will be attained through the use of index focussed investment managers.
Fund Strategy
The strategy aims to provide returns that track the Barclays Global Aggregate Bond Index hedged to Australian dollars. This option is hedged to Australian dollars.

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 -0.89% -0.69% -0.15% -2.78% -0.6% 1.97% 0.71% 2.47%
Growth return -0.89% -0.69% -0.15% -2.78% -0.6% 1.97% 0.71% 2.47%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.81% -0.31% 5.1% 2.53% -1.56% -2.38% -% 2.33%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - Global Bond Index
Cash
0.46%
Property
0.62%
Fixed Interest
98.91%
Australian Equities
0%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
8.92%
Property
0.02%
Fixed Interest
90.16%
Australian Equities
0.33%
International Equities
0.10%
Alternatives
0.47%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Global Bond Index
Closed
AMP1287AU
Bonds - Global
star (as at 30 Sep 2021)
Superannuation Fund
13 Nov 2009
$6.77 million (as at 30 Sep 2021)
$1.42419 (as at 30 Sep 2021)
$1.42419 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 1.93% (as at 30 Jun 2020)
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
United States Treasury Notes Bond - Gov't/Treasury 0.35%
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FAQs about the AMP - Flexible Lifetime & Custom Super - Global Bond Index

The objective of the AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund is To provide returns over the long-term in line with an appropriate index by investing in International fixed interest. Exposure to this asset class will be attained through the use of index focussed investment managers.

The strategy of the AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund is The strategy aims to provide returns that track the Barclays Global Aggregate Bond Index hedged to Australian dollars. This option is hedged to Australian dollars.

The APIR code of the AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund is AMP1287AU.

AMP - Flexible Lifetime & Custom Super - Global Bond Index’s total return last month was -0.89%. This was made up of a growth return of -0.89% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - Global Bond Index’s total return for the last three months was -0.69%. This was made up of a growth return of -0.69% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - Global Bond Index’s one-year total return is -2.78%. This was made up of a growth return of -2.78% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - Global Bond Index’s one-year total return is 1.97%. This was made up of a growth return of 1.97% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund is :

Cash
0.46%
Property
0.62%
Fixed Interest
98.91%
Australian Equities
0%
International Equities
0%
Alternatives
0%

The AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund belongs to the Bonds - Global sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund was $6.77 million.

The AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund has an inception date of 13 Nov 2009.

The current entry price of the AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund is $1.42419 per unit and the current exit price is $1.42419 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund is $1.42419 per unit and the current entry price is $1.42419 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - Global Bond Index managed fund is $0. Minimum additional investment 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.