General Information

AMP FS R-Res Inv Leaders Balanced
AMP Superannuation Limited
AMP1371AU
Multisector Growth
starstarstar (as at 31 May 2013)
n/a
Not Rated
Retirement
21 May 2010
$24.27 million (as at 31 Dec 2016)
$1.61533 (as at 20 Feb 2017)
$1.61533 (as at 20 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 -0.28 3.04 1.03 6.64 2.57 5.84 9.07 -
Growth return -0.28 3.04 1.03 6.64 2.57 5.84 9.07 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG PaA Multisector Growth Idx)

Total return -0.58 3.58 1.77 8.57 3.47 6.3 8.98 3.6

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.15 3.84 1.07 9.25 4.87 8.19 11.3 4.7

Asset Allocation (31 Jan 2017)

Australian Equities 27.28%
International Equities 28.16%
Cash 13.39%
Property 8.42%
Fixed Interest 16.87%
Alternatives 5.88%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 5-year basis. The portfolio invests in all asset classes, but with an emphasis on growth assets (shares and property).
With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world.

Offer information

Indirect Cost Ratio (ICR) 1.66% (as at 1 Jul 2015)
Minimum initial investment $20,000
Minimum redemption amount

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* Dates for historical returns vary from fund to fund