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  5. AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income - Managed fund profile

AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income - Managed Fund (Closed)

Fund Objective
To provide investors with a secure investment and monthly income through exposure to quality first registered mortgages and investment in deposits, money market and fixed interest securities.
Fund Strategy
Benchmark (%): Cash 25, Australian Fixed Interest 75.

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 0.28% 0.89% 1.76% 3.42% -% -% -% -%
Growth return 0.28% 0.89% 1.76% 3.42% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 1.12% 1.03% 4.85% 1.47% 0.91% -1.29% 0.17% 2.59%
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 - Perpetual Monthly Income
Cash
41%
Fixed Interest
59%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
3.03%
Fixed Interest
95.98%
Australian Equities
0.54%
International Equities
0.12%
Property
0%
Alternatives
0.33%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income
Closed
AMP Superannuation Limited
AMP0669AU
Bonds - Australia
Not Rated
Superannuation Fund
7 Apr 2003
$28.42 million (as at 30 Nov 2004)
n/a
$1.0538 (as at 24 Dec 2004)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment

FAQs about the AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income

The objective of the AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income managed fund is To provide investors with a secure investment and monthly income through exposure to quality first registered mortgages and investment in deposits, money market and fixed interest securities.

The strategy of the AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income managed fund is Benchmark (%): Cash 25, Australian Fixed Interest 75.

The APIR code of the AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income managed fund is AMP0669AU.

AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income’s total return last month was 0.28%. This was made up of a growth return of 0.28% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income’s total return for the last three months 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 Nov 2004.

AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income’s one-year total return is 3.42%. This was made up of a growth return of 3.42% and an income return of 0%. These returns were calculated as at 30 Nov 2004.

AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income’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 - Perpetual Monthly Income managed fund is :

Cash
41%
Fixed Interest
59%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

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

The AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income managed fund belongs to the Bonds - Australia sector/asset class.

As at 30 Nov 2004, the size of the AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income managed fund was $28.42 million.

The AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income managed fund has an inception date of 7 Apr 2003.

The current entry price of the AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income managed fund is $ per unit and the current exit price is $1.0538 per unit (as at 24 Dec 2004).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income managed fund is $1.0538 per unit and the current entry price is $ per unit (as at 24 Dec 2004).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - Perpetual Monthly Income 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.