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  5. AMP - Flexible Super - Retirement - BT Australian Share - Managed fund profile

AMP - Flexible Super - Retirement - BT Australian Share - Managed Fund (Closed)

Fund Objective
Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.
Fund Strategy
The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

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 -7.41% -1.74% -12.18% -8.95% 9.06% 3.6% 7.13% 9.56%
Growth return -7.41% -1.74% -12.18% -8.95% 9.06% 3.6% 7.13% 9.56%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 30 Sep 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Retirement - BT Australian Share
Australian Equities
84.88%
International Equities
6.68%
Cash
3.39%
Property & Infrastructure
5.05%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.42%
International Equities
5.11%
Cash
-0.77%
Property & Infrastructure
1.40%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - BT Australian Share
Closed
AMP1340AU
Equity Australia Large Blend
starstarstarstar (as at 30 Sep 2022)
Allocated Pension
21 May 2010
$11.5 million (as at 30 Sep 2022)
$2.78081 (as at 28 Oct 2022)
$2.78081 (as at 28 Oct 2022)
Finalised
Offer information
Type Description
MER 2.07% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.07% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Aug 2017)

Holding (as at 31 Aug 2017) Type % of Portfolio
Australia and New Zealand Banking Group Ltd Equity 9.09%
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FAQs about the AMP - Flexible Super - Retirement - BT Australian Share

The objective of the AMP - Flexible Super - Retirement - BT Australian Share managed fund is Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.

The strategy of the AMP - Flexible Super - Retirement - BT Australian Share managed fund is The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

The APIR code of the AMP - Flexible Super - Retirement - BT Australian Share managed fund is AMP1340AU.

AMP - Flexible Super - Retirement - BT Australian Share’s total return last month was -7.41%. This was made up of a growth return of -7.41% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - Flexible Super - Retirement - BT Australian Share’s total return for the last three months was -1.74%. This was made up of a growth return of -1.74% and an income return of 0%%. These returns were calculated as at 30 Sep 2022.

AMP - Flexible Super - Retirement - BT Australian Share’s one-year total return is -8.95%. This was made up of a growth return of -8.95% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - Flexible Super - Retirement - BT Australian Share’s one-year total return is 3.6%. This was made up of a growth return of 3.6% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

The asset allocation of the AMP - Flexible Super - Retirement - BT Australian Share managed fund is :

Australian Equities
84.88%
International Equities
6.68%
Cash
3.39%
Property & Infrastructure
5.05%
Fixed Interest
0%
Alternatives
0%

The AMP - Flexible Super - Retirement - BT Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Sep 2022, the size of the AMP - Flexible Super - Retirement - BT Australian Share managed fund was $11.5 million.

The AMP - Flexible Super - Retirement - BT Australian Share managed fund has an inception date of 21 May 2010.

The current entry price of the AMP - Flexible Super - Retirement - BT Australian Share managed fund is $2.78081 per unit and the current exit price is $2.78081 per unit (as at 28 Oct 2022).

The current exit price of the AMP - Flexible Super - Retirement - BT Australian Share managed fund is $2.78081 per unit and the current entry price is $2.78081 per unit (as at 28 Oct 2022).

The minimum initial investment amount for the AMP - Flexible Super - Retirement - BT Australian Share 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.