General Information

AMP FLTP-FD Moderately Conservative
AMP Superannuation Limited
AMP0930AU
Multisector Balanced
starstarstar (as at 30 Sep 2011)
Allocated Pension
20 Sep 2004
$12.05 million (as at 28 Feb 2017)
$2.1622 (as at 24 Mar 2017)
$2.1622 (as at 24 Mar 2017)

Fund performance (28 Feb 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 0.88 2.53 2.42 8.14 2.39 5.23 7.2 3.39
Growth return 0.88 2.53 2.42 8.14 2.39 5.23 7.2 3.39
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 1.21 2.75 1.87 9.07 3.55 6.95 9.47 4.67

Asset Allocation (28 Feb 2017)

Australian Equities 18.53%
International Equities 19.89%
Cash 10.80%
Property 5.65%
Fixed Interest 30.22%
Alternatives 14.91%
Asset Allocation

Objectives and Strategy

The portfolio aims to achieve a rate of return above inflation after costs over a three to five-year period.
To provide moderate returns over the medium term through a diversified portfolio of assets such as fixed interest, shares, property and alternative assets.

Offer information

Indirect Cost Ratio (ICR) 1.96% (as at 30 Jun 2016)
Performance fee 0.17
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

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Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund