AMP - Flexible Super - Retirement - Professional Moderately Conservative - Managed Fund

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.

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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 0.95 2.8 3.87 7.54 6.29 5.86 - -
Growth return 0.95 2.8 3.87 7.54 6.29 5.86 - -
Income return 0 0 0 0 0 0 - -
Market index (Morningstar Aus Msec Balanced TR AUD)
Total return 1.7 4.38 6.19 11.08 7.67 7.23 8.14 6.48
As as 31 Aug 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Cash
22.16%
International Equities
21.47%
Fixed Interest
20.11%
Australian Equities
18.73%
Alternatives
13.19%
Property
4.33%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - Professional Moderately Conservative
AMP Superannuation Limited
AMP1965AU
Multisector Balanced
starstarstar (as at 31 Aug 2018)
Allocated Pension
1 Jul 2014
$88.1 million (as at 31 Aug 2018)
$1.26422 (as at 20 Sep 2018)
$1.26422 (as at 20 Sep 2018)
Fund Objective
To provide moderate medium term investment returns, with some likelihood of fluctuations in the value of the investment from year to year .
Fund Strategy
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. To provide moderate long term investment returns, with less exposure to the volatility of conventional markets. 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
Type Description
Indirect Cost Ratio (ICR) 1.60% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 12.60%
Intelligent Investor Equity Growth 12.50%
Intelligent Investor Equity Income 11.80%
InvestSMART Australian Small Companies Fund 10.15%
InvestSMART High Growth 9.51%
InvestSMART Core Growth 8.38%
InvestSMART Balanced 6.52%
InvestSMART Diversified Property and Infrastructure 5.75%
InvestSMART Hybrid Income 5.03%
InvestSMART Diversified Income 4.82%
InvestSMART Interest Income 2.29%

* Returns p.a. since inception after investment & admin fees

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