AMP - Flexible Super - Retirement - Responsible Investment Leaders Conservative - Managed Fund

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Fund Performance Comparison

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Fee comparison

NOTE: Over the long term, higher fees lead to lower returns

{{ fund.name }} Average
Benchmark* Peers Fees InvestSMART's Fees
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* A benchmark is an arbitary calculation that does not have any fees. Hence why in the long term the majority of fund managers underperform their benchmark by the cost of their fees. InvestSMART provides low cost funds that track their benchmark.

Fund performance (31 May 2018)

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 0.62 1.26 0.8 2.9 2.96 2.12 3.84 -
Growth return 0.62 1.26 0.8 2.9 2.96 2.12 3.84 -
Income return 0 0 0 0 0 0 0 -

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return 0.62 1.45 1.16 3.95 4.3 4.15 5.89 5.62

Asset Allocation (31 May 2018)

Australian Equities 12.67%
International Equities 16.01%
Cash 18.74%
Property 4.28%
Fixed Interest 48.41%
Alternatives -0.11%
Asset Allocation

General Information

AMP - Flexible Super - Retirement - Responsible Investment Leaders Conservative
AMP Superannuation Limited
AMP1372AU
Multisector Moderate
starstar (as at 31 May 2018)
Allocated Pension
21 May 2010
$4.91 million (as at 30 Apr 2018)
$1.46958 (as at 19 Jun 2018)
$1.46958 (as at 19 Jun 2018)

Objectives and Strategy

To provide a total return (primarily income with some capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 3-year basis.
The portfolio invests in all asset classes, with a core of cash and fixed interest and some exposure to shares and property.

Offer information

Indirect Cost Ratio (ICR) 1.81% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum redemption amount

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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