General Information

AMP FLTP-Res Inv Leaders Balanced
AMP Superannuation Limited
AMP1043AU
Multisector Growth
starstar (as at 30 Apr 2012)
n/a
Not Rated
Retirement
8 Aug 2005
$0.82 million (as at 30 Nov 2016)
$2.40425 (as at 16 Jan 2017)
$2.40425 (as at 16 Jan 2017)

Fund performance (31 Dec 2016)

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 2.21 2.53 3.71 3.55 3.54 4.92 9.25 3.79
Growth return 2.21 2.53 3.71 3.55 3.54 4.92 9.25 3.79
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG PaA Multisector Growth Idx)

Total return 2.74 2.61 5.55 6.47 5.02 6.04 9.69 3.85

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 3.15 3.04 5.48 7.93 7.02 8.24 12.18 5.01

Asset Allocation (31 Dec 2016)

Australian Equities 28.06%
International Equities 27.65%
Cash 14.97%
Property 8.56%
Fixed Interest 16.57%
Alternatives 4.19%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 5-year basis. The portfolio invests in all asset classes, but with an emphasis on growth assets (shares and property).
With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world.

Offer information

Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 2.21% (as at 1 Jul 2015)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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* Dates for historical returns vary from fund to fund