AMP - Flexible Lifetime & Custom Super - Macquarie Alpha Plus - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ }}

{{ }}
Benchmark ({{ }})
{{ }}

Fees Comparison

{{ fund.fees * 100 | number:2 }}
% p.a.
{{ }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ }}
{{ 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.

Don't let high fees kill your returns

The {{ }} portfolio has fair and transparent fees to help you keep more money in your pocket.

View our Fund

Don't let high fees kill your returns

Build a diversified portfolio to match your needs with our range of low cost investment options.

View our funds

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.96 2.25 5.1 17.26 23.38 - - -
Growth return 3.96 2.25 5.1 17.26 23.38 - - -
Income return 0 0 0 0 0 - - -
Market index (S&P/ASX 200 TR AUD)
Total return 1.42 6.19 7.33 15.4 12.56 11.46 8.94 6.77
As as 31 Aug 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Australian Equities

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Macquarie Alpha Plus
AMP Superannuation Limited
Equity Australia Large Blend
Not Rated
Superannuation Fund
1 Dec 2003
$1.6807 (as at 7 Sep 2006)
Fund Objective
The Macquarie Alpha Plus Fund aims to outperform the S&P/ASX 300 Accumulation Index (Index) over the medium term (before fees) by using a range of disciplined value adding strategies and a higher level of fundamental company analysis.
Fund Strategy
To maintain a risk-controlled profile in managing the Fund, the manager implements and closely monitors a comprehensive range of disciplined, risk-controlled strategies. These strategies aim to take advantage of opportunities identified by the indicators, as described in 'Investment philosophy and value adding strategies'.
Offer information
Type Description
Standard entry fee 4.50%

Top 10 holdings (as at 31 Aug 2018)

Holding (as at 31 Aug 2018) Type % of Portfolio
Australia and New Zealand Banking Group Ltd Equity 6.36%
Login now to view the complete list of holdings.

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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

Compare your fund

Underperform the industry standard benchmarks

Compare your fund

*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 12.60%
Intelligent Investor Equity Growth 12.50%
Intelligent Investor Equity Income 11.80%
InvestSMART Australian Small Companies Fund 10.15%
InvestSMART High Growth 9.51%
InvestSMART Core Growth 8.38%
InvestSMART Balanced 6.52%
InvestSMART Diversified Property and Infrastructure 5.75%
InvestSMART Hybrid Income 5.03%
InvestSMART Diversified Income 4.82%
InvestSMART Interest Income 2.29%

* Returns p.a. since inception after investment & admin fees

Want to track how your managed fund is performing every month?