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

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Fund Performance Comparison

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Fee comparison

NOTE: Over the long term, higher fees lead to lower returns

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Benchmark* Peers Fees InvestSMART's Fees
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* A benchmark is an arbitary calculation that does not have any fees. Hence why in the long term the majority of fund managers underperform their benchmark by the cost of their fees. InvestSMART provides low cost funds that track their benchmark.

Fund performance (31 May 2018)

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 0.35 0.41 1.79 9.18 9.17 4.19 6.73 5.53
Growth return 0.35 0.41 1.79 9.18 9.17 4.19 6.73 5.53
Income return 0 0 0 0 0 0 0 0

Market index (S&P/ASX 200 TR AUD)

Total return 1.09 1.08 2.81 9.63 10.36 5.94 8.76 5.24

Asset Allocation (31 May 2018)

Australian Equities 95.46%
International Equities 2.01%
Cash 2%
Property 0.53%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

General Information

AMP Flexible Lifetime Term Pension - Ironbark Karara Australian Shares
AMP Superannuation Limited
AMP0887AU
Equity Australia Large Growth
starstarstar (as at 31 May 2018)
Allocated Pension
20 Sep 2004
$5.35 million (as at 30 Apr 2018)
$4.06112 (as at 15 Jun 2018)
$4.06112 (as at 15 Jun 2018)

Offer information

Indirect Cost Ratio (ICR) 2.22% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Apr 2018)

Holding Type % of Portfolio
BHP Billiton Ltd Equity 6.33%
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Data shown on this website is sourced by Morningstar
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