General Information

AMP FS R-Professional Growth
AMP Superannuation Limited
AMP1963AU
Multisector Aggressive
Not Rated
n/a
Not Rated
Retirement
1 Jul 2014
$19.09 million (as at 31 Dec 2016)
$1.21138 (as at 23 Feb 2017)
$1.21138 (as at 23 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 -0.58 4.7 3.31 10.94 4.2 - - -
Growth return -0.58 4.7 3.31 10.94 4.2 - - -
Income return 0 0 0 0 0 - - -

Morningstar index (Mstar PG PaA Multisector Aggressive Idx)

Total return -0.73 4.74 3.01 11.06 4.55 7.76 11.17 3.69

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -1.52 5.41 2.62 11.33 5.98 9.41 13.28 4.63

Asset Allocation (31 Jan 2017)

Australian Equities 33.84%
International Equities 40.09%
Cash 6.93%
Property 3.91%
Fixed Interest 3.33%
Alternatives 11.90%
Asset Allocation

Objectives and Strategy

To provide moderate to high investment returns over the long term, with the likelihood of significant 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) 1.51% (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