General Information

AMP FS R-Professional Conservative
AMP Superannuation Limited
AMP1961AU
Multisector Moderate
Not Rated
n/a
Not Rated
Retirement
1 Jul 2014
$28.63 million (as at 31 Dec 2016)
$1.11551 (as at 15 Feb 2017)
$1.11551 (as at 15 Feb 2017)

Fund performance (31 Jan 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 -0.12 1.32 0.68 5.51 2.21 - - -
Growth return -0.12 1.32 0.68 5.51 2.21 - - -
Income return 0 0 0 0 0 - - -

Morningstar index (Mstar PG PaA Multisector Moderate Idx)

Total return -0.18 0.9 -0.2 4.06 1.99 4.03 5.44 3.73

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return -0.37 1.2 -0.37 5.2 3.6 5.92 7.24 5.11

Asset Allocation (31 Jan 2017)

Australian Equities 10.01%
International Equities 12.47%
Cash 26.86%
Property 2.77%
Fixed Interest 30.69%
Alternatives 17.21%
Asset Allocation

Objectives and Strategy

To provide modest investment returns, with reasonably limited fluctuations in the value of the investment from year to year.
The portfolio will primarily invest in a diversified mix of defensive and growth assets managed by professional asset managers identified and selected by ipac within each asset class.

Offer information

Indirect Cost Ratio (ICR) 1.36% (as at 1 Jul 2015)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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* Dates for historical returns vary from fund to fund