AMP - Flexible Lifetime Term Pension - AMP Cash Share Plus - Managed Fund

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.

Fees Comparison

{{ fund.fees * 100 | 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.

Don't let high fees kill your returns

The {{ modelPortfolio.name }} 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 0.01 0.04 0.21 0.48 0.42 0.44 0.63 1.69
Growth return 0.01 0.04 0.21 0.48 0.42 0.44 0.63 1.69
Income return 0 0 0 0 0 0 0 0
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.09 0.33 0.77 1.77 1.81 1.79 2 2.91
As as 31 Jul 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Term Pension - AMP Cash Share Plus
Cash
12.07%
Fixed Interest
87.93%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
49.40%
Fixed Interest
9.51%
Australian Equities
9.55%
International Equities
8.28%
Property
1.33%
Alternatives
21.92%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Term Pension - AMP Cash Share Plus
AMP Superannuation Limited
AMP0895AU
Australian Cash
starstarstar (as at 31 Mar 2013)
Allocated Pension
20 Sep 2004
$2.24 million (as at 30 Jun 2019)
$1.50932 (as at 15 Aug 2019)
$1.50932 (as at 15 Aug 2019)
Fund Objective
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.
Fund Strategy
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
Type Description
Indirect Cost Ratio (ICR) 1.71% (as at 30 Jun 2018)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

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
Underperforming
76%*

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 11.58%
InvestSMART High Growth 9.53%
Intelligent Investor Equity Growth 9.44%
Intelligent Investor Equity Income 8.84%
InvestSMART Growth 8.66%
InvestSMART Diversified Property and Infrastructure 8.58%
InvestSMART Balanced 6.97%
Intelligent Investor Australian Small Companies Fund 6.34%
InvestSMART Hybrid Income 5.56%
InvestSMART Conservative 5.43%
InvestSMART Interest Income 3.63%

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

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