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

Fund Performance Comparison

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Fees Comparison

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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 Msec Growth TR AUD)
Total return 1.32 4.18 5.09 12.37 8.43 6.61 9.17 7.51
As as 31 Aug 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Australian Equities
40.25%
Fixed Interest
22.10%
International Equities
19.92%
Property
13.64%
Cash
4.09%

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)
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).
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment

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%*.

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76%*

Underperform the industry standard benchmarks

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*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 *
Intelligent Investor Equity Income 12.16%
InvestSMART International Equities 11.86%
Intelligent Investor Equity Growth 11.34%
InvestSMART Australian Small Companies Fund 9.42%
InvestSMART High Growth 8.98%
InvestSMART Core Growth 8.00%
InvestSMART Balanced 6.18%
InvestSMART Diversified Property and Infrastructure 5.19%
InvestSMART Diversified Income 4.58%
InvestSMART Hybrid Income 4.43%
InvestSMART Interest Income 2.12%

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

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