General Information

AMP FLTP-AMP Cash Share Plus
AMP Superannuation Limited
Australian Cash
starstarstar (as at 31 Mar 2013)
Allocated Pension
20 Sep 2004
$2.8 million (as at 31 May 2017)
$1.49668 (as at 25 Jul 2017)
$1.49668 (as at 25 Jul 2017)

Fund performance (30 Jun 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 0.04 0.11 0.31 0.51 0.64 0.79 1.21 2.46
Growth return 0.04 0.11 0.31 0.51 0.64 0.79 1.21 2.46
Income return 0 0 0 0 0 0 0 0

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.14 0.43 0.87 1.77 1.98 2.16 2.45 3.76

Asset Allocation (30 Jun 2017)

Australian Equities 0%
International Equities 0%
Cash 13.34%
Property 0%
Fixed Interest 86.66%
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 30 Jun 2016)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

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