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  5. AMP - Flexible Super - Retirement - AMP Super Easy Property - Managed fund profile

AMP - Flexible Super - Retirement - AMP Super Easy Property - Managed Fund (Closed)

Fund Objective
The Fund provides exposure to the performance of the S&P/ASX 200 Property Trust Accumulation Index (Index), and is designed to generate a return equal to the Index returns (True Indexing).
Fund Strategy
True Indexing results in pre-tax returns for investors that equal the returns provided by the Index.

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 -2.26% 3.93% 14.44% 28.32% 2.75% 7.25% 5.85% 11.56%
Growth return -2.26% 3.93% 14.44% 28.32% 2.75% 7.25% 5.85% 11.56%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
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 Super Easy Property
Cash
0.20%
Property
99.80%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.63%
Property
94.14%
Australian Equities
3.85%
International Equities
0.35%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - AMP Super Easy Property
Closed
AMP1619AU
Equity Australia Real Estate
starstarstar (as at 30 Sep 2021)
Allocated Pension
12 Nov 2010
$15.7 million (as at 30 Sep 2021)
$2.75453 (as at 30 Sep 2021)
$2.75453 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.01% (as at 30 Jun 2020)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
Goodman Group Equity 36.18%
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FAQs about the AMP - Flexible Super - Retirement - AMP Super Easy Property

The objective of the AMP - Flexible Super - Retirement - AMP Super Easy Property managed fund is The Fund provides exposure to the performance of the S&P/ASX 200 Property Trust Accumulation Index (Index), and is designed to generate a return equal to the Index returns (True Indexing).

The strategy of the AMP - Flexible Super - Retirement - AMP Super Easy Property managed fund is True Indexing results in pre-tax returns for investors that equal the returns provided by the Index.

The APIR code of the AMP - Flexible Super - Retirement - AMP Super Easy Property managed fund is AMP1619AU.

AMP - Flexible Super - Retirement - AMP Super Easy Property’s total return last month was -2.26%. This was made up of a growth return of -2.26% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - AMP Super Easy Property’s total return for the last three months was 3.93%. This was made up of a growth return of 3.93% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - AMP Super Easy Property’s one-year total return is 28.32%. This was made up of a growth return of 28.32% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - AMP Super Easy Property’s one-year total return is 7.25%. This was made up of a growth return of 7.25% 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 Super Easy Property managed fund is :

Cash
0.20%
Property
99.80%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The AMP - Flexible Super - Retirement - AMP Super Easy Property managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Super - Retirement - AMP Super Easy Property managed fund was $15.7 million.

The AMP - Flexible Super - Retirement - AMP Super Easy Property managed fund has an inception date of 12 Nov 2010.

The current entry price of the AMP - Flexible Super - Retirement - AMP Super Easy Property managed fund is $2.75453 per unit and the current exit price is $2.75453 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Super - Retirement - AMP Super Easy Property managed fund is $2.75453 per unit and the current entry price is $2.75453 per unit (as at 30 Sep 2021).

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