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  5. AMP - Flexible Super - Retirement - ipac Income Generator - Managed fund profile

AMP - Flexible Super - Retirement - ipac Income Generator - Managed Fund (Closed)

Fund Objective
To provide regular income with some capital growth over the medium to long-term with moderate fluctuations in value likely.
Fund Strategy
The portfolio uses a range of specialist investment managers to invest in a diversified mix of income-producing assets, including traditional income-generating investments like fixed interest and growth assets like equities (particularly Australian shares that generally pay higher dividends and can provide franking credits).

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 -0.92% 1.24% 4.8% 14.67% 3.89% 5.58% 5.42% -%
Growth return -0.92% 1.24% 4.8% 14.67% 3.89% 5.58% 5.42% -%
Income return 0% 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 - ipac Income Generator
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
16.67%
International Equities
26.63%
Cash
9.30%
Property
4.39%
Fixed Interest
36.85%
Alternatives
6.17%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - ipac Income Generator
Closed
AMP1763AU
Multisector Balanced
starstar (as at 30 Sep 2021)
Allocated Pension
21 Nov 2011
$33.34 million (as at 30 Sep 2021)
$1.90311 (as at 30 Sep 2021)
$1.90311 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.83% (as at 30 Jun 2020) (Estimated)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Dexus Community Infrastructure Fund Class O Alternatives - Infrastructure 7.47%
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FAQs about the AMP - Flexible Super - Retirement - ipac Income Generator

The objective of the AMP - Flexible Super - Retirement - ipac Income Generator managed fund is To provide regular income with some capital growth over the medium to long-term with moderate fluctuations in value likely.

The strategy of the AMP - Flexible Super - Retirement - ipac Income Generator managed fund is The portfolio uses a range of specialist investment managers to invest in a diversified mix of income-producing assets, including traditional income-generating investments like fixed interest and growth assets like equities (particularly Australian shares that generally pay higher dividends and can provide franking credits).

The APIR code of the AMP - Flexible Super - Retirement - ipac Income Generator managed fund is AMP1763AU.

AMP - Flexible Super - Retirement - ipac Income Generator’s total return last month was -0.92%. This was made up of a growth return of -0.92% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - ipac Income Generator’s total return for the last three months was 1.24%. This was made up of a growth return of 1.24% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - ipac Income Generator’s one-year total return is 14.67%. This was made up of a growth return of 14.67% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - ipac Income Generator’s one-year total return is 5.58%. This was made up of a growth return of 5.58% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Super - Retirement - ipac Income Generator managed fund is :

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

The AMP - Flexible Super - Retirement - ipac Income Generator managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Super - Retirement - ipac Income Generator managed fund was $33.34 million.

The AMP - Flexible Super - Retirement - ipac Income Generator managed fund has an inception date of 21 Nov 2011.

The current entry price of the AMP - Flexible Super - Retirement - ipac Income Generator managed fund is $1.90311 per unit and the current exit price is $1.90311 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Super - Retirement - ipac Income Generator managed fund is $1.90311 per unit and the current entry price is $1.90311 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Super - Retirement - ipac Income Generator 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.