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  5. AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares - Managed fund profile

AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares - Managed Fund (Closed)

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 2.7% 8.95% 23.22% 32.39% 6.76% 6.64% 8.33% 6.95%
Growth return 2.7% 8.95% 23.22% 32.39% 6.76% 6.64% 8.33% 6.95%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
-0.80%
Australian Equities
93.73%
International Equities
4.83%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares
Closed
AMP0887AU
Equity Australia Large Growth
star (as at 30 Apr 2021)
Allocated Pension
20 Sep 2004
$3.56 million (as at 30 Apr 2021)
$4.8832 (as at 7 May 2021)
$4.8832 (as at 7 May 2021)
Finalised
Offer information
Type Description
MER 2.47% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.47% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2021)

Holding (as at 28 Feb 2021) Type % of Portfolio
BHP Group Ltd Equity 10.38%
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FAQs about the AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares

The objective of the AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares managed fund is

The strategy of the AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares managed fund is

The APIR code of the AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares managed fund is AMP0887AU.

AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares’s total return last month was 2.7%. This was made up of a growth return of 2.7% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares’s total return for the last three months was 8.95%. This was made up of a growth return of 8.95% and an income return of 0%%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares’s one-year total return is 32.39%. This was made up of a growth return of 32.39% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares’s one-year total return is 6.64%. This was made up of a growth return of 6.64% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 30 Apr 2021, the size of the AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares managed fund was $3.56 million.

The AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares managed fund has an inception date of 20 Sep 2004.

The current entry price of the AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares managed fund is $4.8832 per unit and the current exit price is $4.8832 per unit (as at 7 May 2021).

The current exit price of the AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares managed fund is $4.8832 per unit and the current entry price is $4.8832 per unit (as at 7 May 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Term Pension - Ironbark Karara Australian Shares 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.