General Information

AMP FS R-AMP Super Easy Moderately Cons
AMP Superannuation Limited
Multisector Balanced
starstarstarstar (as at 31 Mar 2017)
Allocated Pension
21 May 2010
$1110.91 million (as at 28 Feb 2017)
$1.61418 (as at 21 Apr 2017)
$1.61418 (as at 21 Apr 2017)

Fund performance (31 Mar 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 0.96 1.76 3.06 7.28 2.93 6.71 8.2 -
Growth return 0.96 1.76 3.06 7.28 2.93 6.71 8.2 -
Income return 0 0 0 0 0 0 0 -

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 1.31 1.74 3.6 9.25 4.03 7.67 9.37 4.72

Asset Allocation (31 Mar 2017)

Australian Equities 16.59%
International Equities 18.70%
Cash 20.10%
Property 5.77%
Fixed Interest 22.77%
Alternatives 16.06%
Asset Allocation

Objectives and Strategy

To provide moderate returns from a balance of income and capital growth over the medium to long term, by investing in a diversified mix of growth and defensive 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) 0.64% (as at 30 Jun 2016)
Minimum initial investment $20,000
Minimum redemption amount

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