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  5. AMP - Flexible Lifetime Term Pension - Future Directions Conservative - Managed fund profile

AMP - Flexible Lifetime Term Pension - Future Directions Conservative - Managed Fund (Closed)

Fund Objective
To provide moderate returns over the medium-term through a diversified portfolio, with a bias towards defensive assets such as cash and fixed interest.
Fund Strategy
The Fund provides investors with access to diversified portfolio with a bias toward defensive assets, such as cash and fixed income but also with exposure to shares, property and alternative assets, such as infrastructure and absolute return funds.

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 -1.24% -0.07% 2.73% 6.29% 2.48% 3.17% 3.16% 4.53%
Growth return -1.24% -0.07% 2.73% 6.29% 2.48% 3.17% 3.16% 4.53%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Term Pension - Future Directions Conservative
Australian Equities
11.50%
International Equities
24.05%
Cash
19.71%
Property & Infrastructure
4.43%
Fixed Interest
39.69%
Alternatives
0.62%
Average Allocation of Peers
Australian Equities
10.90%
International Equities
14.96%
Cash
15.06%
Property & Infrastructure
3.69%
Fixed Interest
49.80%
Alternatives
5.60%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Term Pension - Future Directions Conservative
Closed
AMP0923AU
Multisector Moderate
starstar (as at 30 Sep 2021)
Allocated Pension
20 Sep 2004
$2.2 million (as at 30 Sep 2021)
$2.23787 (as at 30 Sep 2021)
$2.23787 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 2.44% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.44% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.05
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Coolabah Active Global Bond Fund Zero Fee Class Mutual Fund - Unspecified 3.42%
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FAQs about the AMP - Flexible Lifetime Term Pension - Future Directions Conservative

The objective of the AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund is To provide moderate returns over the medium-term through a diversified portfolio, with a bias towards defensive assets such as cash and fixed interest.

The strategy of the AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund is The Fund provides investors with access to diversified portfolio with a bias toward defensive assets, such as cash and fixed income but also with exposure to shares, property and alternative assets, such as infrastructure and absolute return funds.

The APIR code of the AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund is AMP0923AU.

AMP - Flexible Lifetime Term Pension - Future Directions Conservative’s total return last month was -1.24%. This was made up of a growth return of -1.24% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Term Pension - Future Directions Conservative’s total return for the last three months was -0.07%. This was made up of a growth return of -0.07% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Term Pension - Future Directions Conservative’s one-year total return is 6.29%. This was made up of a growth return of 6.29% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Term Pension - Future Directions Conservative’s one-year total return is 3.17%. This was made up of a growth return of 3.17% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund is :

Australian Equities
11.50%
International Equities
24.05%
Cash
19.71%
Property & Infrastructure
4.43%
Fixed Interest
39.69%
Alternatives
0.62%

The AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund was $2.2 million.

The AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund has an inception date of 20 Sep 2004.

The current entry price of the AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund is $2.23787 per unit and the current exit price is $2.23787 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund is $2.23787 per unit and the current entry price is $2.23787 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Term Pension - Future Directions Conservative managed fund is $1,500. Minimum additional investment 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.