General Information

AMP FLTP-AMP Cash Share Plus
AMP Superannuation Limited
AMP0895AU
Australian Cash
starstarstar (as at 31 May 2012)
Allocated Pension
20 Sep 2004
$2.63 million (as at 28 Feb 2017)
$1.49437 (as at 24 Mar 2017)
$1.49437 (as at 24 Mar 2017)

Fund performance (28 Feb 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 0.06 0.16 0.22 0.67 0.69 0.88 1.37 2.57
Growth return 0.06 0.16 0.22 0.67 0.69 0.88 1.37 2.57
Income return 0 0 0 0 0 0 0 0

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.13 0.44 0.87 1.9 2.06 2.26 2.6 3.92

Asset Allocation (28 Feb 2017)

Australian Equities 0%
International Equities 0%
Cash 8.63%
Property 0%
Fixed Interest 91.37%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a return above the Bloomberg AusBond Bank Bill Index on a rolling 12-month basis, subject to the provision of the guarantee as described below.
The portfolio invests in a diversified range of investment grade Australian money market securities, including cash-like securities with short-term maturities such as prime bank bills, commercial paper and term deposits. The portfolio may also invest in medium-term securities including floating rate notes and asset-backed securities. The portfolio may use derivatives such as options, futures or forward rate agreements to protect against risks, enhance returns or increase or reduce exposure to physical investments.

Offer information

Indirect Cost Ratio (ICR) 1.71% (as at 1 Jul 2015)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund