General Information

AMP FLTP-FD Moderately Conservative
AMP Superannuation Limited
AMP0930AU
Multisector Balanced
starstar (as at 30 Apr 2017)
Allocated Pension
20 Sep 2004
$12.02 million (as at 30 Apr 2017)
$2.20144 (as at 24 May 2017)
$2.20144 (as at 24 May 2017)

Fund performance (30 Apr 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 1.04 2.96 5.3 7.97 3.35 5.81 7.3 3.42
Growth return 1.04 2.96 5.3 7.97 3.35 5.81 7.3 3.42
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 1.47 4.04 6.78 9.21 5.23 7.76 9.51 4.69

Asset Allocation (30 Apr 2017)

Australian Equities 18.09%
International Equities 22.69%
Cash 10.77%
Property 4.57%
Fixed Interest 26.64%
Alternatives 17.24%
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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