General Information

AMP FS R-AMP Super Easy Growth
AMP Superannuation Limited
Multisector Aggressive
starstarstar (as at 31 Jul 2017)
Allocated Pension
21 May 2010
$187.59 million (as at 30 Jun 2017)
$1.83853 (as at 15 Aug 2017)
$1.83853 (as at 15 Aug 2017)

Fund performance (31 Jul 2017)

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 0.15 -0.74 4.61 6.61 3.89 7.74 11.74 -
Growth return 0.15 -0.74 4.61 6.61 3.89 7.74 11.74 -
Income return 0 0 0 0 0 0 0 -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -0.71 -1.89 4.15 6.88 4.23 8.69 13.35 4.9

Asset Allocation (31 Jul 2017)

Australian Equities 32.48%
International Equities 33.63%
Cash 4.64%
Property 6.45%
Fixed Interest 8.27%
Alternatives 14.53%
Asset Allocation

Objectives and Strategy

To provide moderate to high returns predominantly from capital growth by investing across all asset types, but with a substantially higher exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focussed fund managers.
The investment option seeks to provide an index focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate fund managers for each underlying asset class, the fund is designed to provide market tracking returns over the recommended investment time frame.

Offer information

Indirect Cost Ratio (ICR) 0.69% (as at 30 Jun 2016)
Minimum initial investment $20,000
Minimum redemption amount

© 2017 Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. 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. DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.