InvestSMART

AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth - Managed Fund (Closed)

Fund Objective
To provide capital growth and some income over the medium to long term, primarily through a diversified portfolio of shares and bonds. Shares are managed using a Socially Responsible Investment approach.
Fund Strategy
Benchmark (%): Cash (5), Int'l Fixed Interest (12.5), Aust Fixed Interest (12.5), Int'l Shares (35), Aust shares (35).

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 1.51% 5.94% 5.13% -% -% -% -% -%
Growth return 1.51% 5.94% 5.13% -% -% -% -% -%
Income return 0% 0% 0% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 31 Aug 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth
Australian Equities
40.25%
International Equities
19.92%
Cash
4.09%
Property & Infrastructure
13.64%
Fixed Interest
22.10%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.15%
International Equities
35.56%
Cash
5.89%
Property & Infrastructure
6.37%
Fixed Interest
21.06%
Alternatives
3.97%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth
Closed
AMP Superannuation Limited
AMP0906AU
Multisector Growth
Not Rated
Allocated Pension
20 Sep 2004
$0.19 million (as at 31 Oct 2006)
$1.3384 (as at 5 Sep 2005)
$1.3384 (as at 5 Sep 2005)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment

FAQs about the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth

The objective of the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund is To provide capital growth and some income over the medium to long term, primarily through a diversified portfolio of shares and bonds. Shares are managed using a Socially Responsible Investment approach.

The strategy of the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund is Benchmark (%): Cash (5), Int'l Fixed Interest (12.5), Aust Fixed Interest (12.5), Int'l Shares (35), Aust shares (35).

The APIR code of the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund is AMP0906AU.

AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth’s total return last month was 1.51%. This was made up of a growth return of 1.51% and an income return of 0%. These returns were calculated as at 31 Aug 2005.

AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth’s total return for the last three months was 5.94%. This was made up of a growth return of 5.94% and an income return of 0%%. These returns were calculated as at 31 Aug 2005.

AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth’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 31 Aug 2005.

AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth’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 31 Aug 2005.

The asset allocation of the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund is :

Australian Equities
40.25%
International Equities
19.92%
Cash
4.09%
Property & Infrastructure
13.64%
Fixed Interest
22.10%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund is AMP Superannuation Limited.

The AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Oct 2006, the size of the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund was $0.19 million.

The AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund has an inception date of 20 Sep 2004.

The current entry price of the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund is $1.3384 per unit and the current exit price is $1.3384 per unit (as at 5 Sep 2005).

The current exit price of the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth managed fund is $1.3384 per unit and the current entry price is $1.3384 per unit (as at 5 Sep 2005).

The minimum initial investment amount for the AMP - Flexible Lifetime Term Pension - AMP Sustainable Future Balanced Growth 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.