AMP - Flexible Lifetime Term Pension - Maple-Brown Abbott Australian Equity - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 3.75 5.69 5.18 15.39 - - - -
Growth return 3.75 5.69 5.18 15.39 - - - -
Income return 0 0 0 0 - - - -
Market index (S&P/ASX 200 TR AUD)
Total return -1.26 1.53 10.13 13.97 11.58 12.11 8.19 7.75
As as 31 Aug 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Australian Equities
98.59%
Cash
1.41%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Term Pension - Maple-Brown Abbott Australian Equity
Closed
AMP Superannuation Limited
AMP1040AU
Equity Australia Large Value
Not Rated
Allocated Pension
8 Aug 2005
n/a
$1.2642 (as at 21 Dec 2006)
$1.2642 (as at 21 Dec 2006)
Fund Objective
The investment objective for this Trust and the AET is to outperform before tax, over rolling four year periods, the S&P/ASX 300 Accumulation Index ('Benchmark'). Prospective investors should plan to invest for at least four years.
Fund Strategy
The trust invests directly in Australian-listed equities including REITs, or indirectly via the Maple-Brown Abbott Small Companies Trust (SCT), a registered managed investment scheme which they manage. Investing in the SCT enables the AET to more efficiently gain investment exposure to Australian listed equities having a relatively small market capitalization (generally less than $1 billion).
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment $1,500.00

Top 10 holdings (as at 30 Sep 2018)

Holding (as at 30 Sep 2018) Type % of Portfolio
BHP Billiton Ltd Equity 10.69%
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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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 12.56%
Intelligent Investor Equity Growth 11.69%
Intelligent Investor Equity Income 11.23%
InvestSMART Australian Small Companies Fund 10.48%
InvestSMART High Growth 9.26%
InvestSMART Core Growth 8.12%
InvestSMART Balanced 6.28%
InvestSMART Hybrid Income 4.75%
InvestSMART Diversified Property and Infrastructure 4.66%
InvestSMART Diversified Income 4.63%
InvestSMART Interest Income 2.06%

* Returns p.a. since inception after investment & admin fees

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