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  5. AMP - Flexible Super - Retirement - AMP Retirement Choice - Managed fund profile

AMP - Flexible Super - Retirement - AMP Retirement Choice - Managed Fund (Closed)

Fund Objective
The option may be suitable for investors seeking exposure to a portfolio of diversified assets with the potential to deliver stable, risk-adjusted returns above inflation. The option is managed with a focus on income and franking credits for investors in retirement, who are drawing pension payments that are exempt from taxation. The option has been designed specifically for investors in or close to retirement.
Fund Strategy
The option invests in a portfolio of assets diversified across asset classes, sources of returns (from different asset types) and investment managers. Exposure to these assets can be through investment in underlying funds, or through direct investment into an asset.

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 -0.74% 0.94% 4.71% 11% 3.71% 3.58% -% -%
Growth return -0.74% 0.94% 4.71% 11% 3.71% 3.58% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.01% 4.52% 10.56% 10.77% 4.44% 4.22% 5.24% 6.13%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Retirement - AMP Retirement Choice
Australian Equities
14.93%
International Equities
17.69%
Cash
17.56%
Property
8.20%
Fixed Interest
23.48%
Alternatives
18.13%
Average Allocation of Peers
Australian Equities
16.65%
International Equities
26.66%
Cash
9.32%
Property
4.38%
Fixed Interest
36.85%
Alternatives
6.15%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - AMP Retirement Choice
Closed
AMP9185AU
Multisector Flexible
Not Rated
Allocated Pension
30 Sep 2017
$49.09 million (as at 30 Sep 2021)
$1.17607 (as at 30 Sep 2021)
$1.17607 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.03% (as at 30 Jun 2020)
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
iShares iBoxx $ Invmt Grade Corp Bd ETF Mutual Fund - ETF 12.55%
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FAQs about the AMP - Flexible Super - Retirement - AMP Retirement Choice

The objective of the AMP - Flexible Super - Retirement - AMP Retirement Choice managed fund is The option may be suitable for investors seeking exposure to a portfolio of diversified assets with the potential to deliver stable, risk-adjusted returns above inflation. The option is managed with a focus on income and franking credits for investors in retirement, who are drawing pension payments that are exempt from taxation. The option has been designed specifically for investors in or close to retirement.

The strategy of the AMP - Flexible Super - Retirement - AMP Retirement Choice managed fund is The option invests in a portfolio of assets diversified across asset classes, sources of returns (from different asset types) and investment managers. Exposure to these assets can be through investment in underlying funds, or through direct investment into an asset.

The APIR code of the AMP - Flexible Super - Retirement - AMP Retirement Choice managed fund is AMP9185AU.

AMP - Flexible Super - Retirement - AMP Retirement Choice’s total return last month was -0.74%. This was made up of a growth return of -0.74% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - AMP Retirement Choice’s total return for the last three months was 0.94%. This was made up of a growth return of 0.94% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - AMP Retirement Choice’s one-year total return is 11%. This was made up of a growth return of 11% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - AMP Retirement Choice’s one-year total return is 3.58%. This was made up of a growth return of 3.58% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

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

Australian Equities
14.93%
International Equities
17.69%
Cash
17.56%
Property
8.20%
Fixed Interest
23.48%
Alternatives
18.13%

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

As at 30 Sep 2021, the size of the AMP - Flexible Super - Retirement - AMP Retirement Choice managed fund was $49.09 million.

The AMP - Flexible Super - Retirement - AMP Retirement Choice managed fund has an inception date of 30 Sep 2017.

The current entry price of the AMP - Flexible Super - Retirement - AMP Retirement Choice managed fund is $1.17607 per unit and the current exit price is $1.17607 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Super - Retirement - AMP Retirement Choice managed fund is $1.17607 per unit and the current entry price is $1.17607 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Super - Retirement - AMP Retirement Choice 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.