InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - Flexible Super - Retirement - AMP Dynamic Balanced - Managed fund profile

AMP - Flexible Super - Retirement - AMP Dynamic Balanced - Managed Fund (Closed)

Fund Objective
The investment objective of the Fund is to outperform the median of the Chant West growth fund survey over the investment horizon of the fund (7 years).
Fund Strategy
The Fund aims to provide the investor with a cost-effective investment across the main asset classes with higher exposure to growth assets. Exposure to these will be attained predominantly through the use of index focused investment managers. A portion of the fund also runs a dynamic asset allocation investment approach which aims to achieve growth by adopting a flexible approach to asset allocation.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.67% -1.47% -3.83% 0.24% 8.61% 4.31% 4.47% -%
Growth return -0.67% -1.47% -3.83% 0.24% 8.61% 4.31% 4.47% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 May 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Retirement - AMP Dynamic Balanced
Australian Equities
26.44%
International Equities
33.46%
Cash
8.21%
Property & Infrastructure
12.33%
Fixed Interest
19.56%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - AMP Dynamic Balanced
Closed
AMP2057AU
Multisector Growth
star (as at 31 May 2022)
Superannuation Fund
14 Dec 2015
$5.17 million (as at 31 May 2022)
$1.3653 (as at 3 Jun 2022)
$1.3653 (as at 3 Jun 2022)
Finalised
Offer information
Type Description
MER 1.26% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 1.26% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments

FAQs about the AMP - Flexible Super - Retirement - AMP Dynamic Balanced

The objective of the AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund is The investment objective of the Fund is to outperform the median of the Chant West growth fund survey over the investment horizon of the fund (7 years).

The strategy of the AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund is The Fund aims to provide the investor with a cost-effective investment across the main asset classes with higher exposure to growth assets. Exposure to these will be attained predominantly through the use of index focused investment managers. A portion of the fund also runs a dynamic asset allocation investment approach which aims to achieve growth by adopting a flexible approach to asset allocation.

The APIR code of the AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund is AMP2057AU.

AMP - Flexible Super - Retirement - AMP Dynamic Balanced’s total return last month was -0.67%. This was made up of a growth return of -0.67% and an income return of 0%. These returns were calculated as at 31 May 2022.

AMP - Flexible Super - Retirement - AMP Dynamic Balanced’s total return for the last three months was -1.47%. This was made up of a growth return of -1.47% and an income return of 0%%. These returns were calculated as at 31 May 2022.

AMP - Flexible Super - Retirement - AMP Dynamic Balanced’s one-year total return is 0.24%. This was made up of a growth return of 0.24% and an income return of 0%. These returns were calculated as at 31 May 2022.

AMP - Flexible Super - Retirement - AMP Dynamic Balanced’s one-year total return is 4.31%. This was made up of a growth return of 4.31% and an income return of 0%. These returns were calculated as at 31 May 2022.

The asset allocation of the AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund is :

Australian Equities
26.44%
International Equities
33.46%
Cash
8.21%
Property & Infrastructure
12.33%
Fixed Interest
19.56%
Alternatives
0%

The AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 31 May 2022, the size of the AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund was $5.17 million.

The AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund has an inception date of 14 Dec 2015.

The current entry price of the AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund is $1.3653 per unit and the current exit price is $1.3653 per unit (as at 3 Jun 2022).

The current exit price of the AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund is $1.3653 per unit and the current entry price is $1.3653 per unit (as at 3 Jun 2022).

The minimum initial investment amount for the AMP - Flexible Super - Retirement - AMP Dynamic Balanced managed fund is $0. 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.