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  5. AMP - Flexible Super - Retirement - Plato Australian Shares Income - Managed fund profile

AMP - Flexible Super - Retirement - Plato Australian Shares Income - Managed Fund (Closed)

Fund Objective
The Fund aims to provide an annual gross yield (including franking) that exceeds the gross yield of the S&P/ASX 200 Index before fees and taxes. The Fund also aims to outperform the S&P/ASX 200 Accumulation Index (including franking) after fees. test
Fund Strategy
The Fund will invest in ASX listed entities and listed SPI futures. It will typically hold 50 to 120 stocks at any one time.

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 -2.01% 0.72% 8.77% 26.71% 7.9% 9.51% 9.91% -%
Growth return -2.01% 0.72% 8.77% 26.71% 7.9% 9.51% 9.91% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Retirement - Plato Australian Shares Income
Australian Equities
91.49%
International Equities
3.03%
Cash
0.49%
Property & Infrastructure
4.99%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
3.95%
International Equities
6.69%
Cash
44.84%
Property & Infrastructure
1.44%
Fixed Interest
20.69%
Alternatives
22.40%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - Plato Australian Shares Income
Closed
AMP1872AU
Miscellaneous
Not Rated
Allocated Pension
1 Jul 2013
$45.82 million (as at 30 Sep 2021)
$2.16135 (as at 30 Sep 2021)
$2.16135 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 2.18% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.18% (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 2016)

Holding (as at 31 Aug 2016) Type % of Portfolio
Westpac Banking Corp Equity 9.59%
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FAQs about the AMP - Flexible Super - Retirement - Plato Australian Shares Income

The objective of the AMP - Flexible Super - Retirement - Plato Australian Shares Income managed fund is The Fund aims to provide an annual gross yield (including franking) that exceeds the gross yield of the S&P/ASX 200 Index before fees and taxes. The Fund also aims to outperform the S&P/ASX 200 Accumulation Index (including franking) after fees. test

The strategy of the AMP - Flexible Super - Retirement - Plato Australian Shares Income managed fund is The Fund will invest in ASX listed entities and listed SPI futures. It will typically hold 50 to 120 stocks at any one time.

The APIR code of the AMP - Flexible Super - Retirement - Plato Australian Shares Income managed fund is AMP1872AU.

AMP - Flexible Super - Retirement - Plato Australian Shares Income’s total return last month was -2.01%. This was made up of a growth return of -2.01% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - Plato Australian Shares Income’s total return for the last three months was 0.72%. This was made up of a growth return of 0.72% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - Plato Australian Shares Income’s one-year total return is 26.71%. This was made up of a growth return of 26.71% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - Plato Australian Shares Income’s one-year total return is 9.51%. This was made up of a growth return of 9.51% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Super - Retirement - Plato Australian Shares Income managed fund is :

Australian Equities
91.49%
International Equities
3.03%
Cash
0.49%
Property & Infrastructure
4.99%
Fixed Interest
0%
Alternatives
0%

The AMP - Flexible Super - Retirement - Plato Australian Shares Income managed fund belongs to the Miscellaneous sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Super - Retirement - Plato Australian Shares Income managed fund was $45.82 million.

The AMP - Flexible Super - Retirement - Plato Australian Shares Income managed fund has an inception date of 1 Jul 2013.

The current entry price of the AMP - Flexible Super - Retirement - Plato Australian Shares Income managed fund is $2.16135 per unit and the current exit price is $2.16135 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Super - Retirement - Plato Australian Shares Income managed fund is $2.16135 per unit and the current entry price is $2.16135 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Super - Retirement - Plato Australian Shares Income 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.