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  5. AMP - Flexible Super - Retirement - Schroder Real Return - Managed fund profile

AMP - Flexible Super - Retirement - Schroder Real Return - Managed Fund (Closed)

Fund Objective
To achieve a return of CPI plus 4% to 5% p.a. before fees over rolling 3-year periods while minimisingthe incidence and size of negative returns in doing so.
Fund Strategy
The Fund is an objective based multi-asset investment strategy that uses a dynamic, unconstrained approach to asset allocation in order to take advantage of opportunities presented in the market. With the flexibility to invest across a broad range of asset classes, the Fund is managed with the intention of delivering a smoother path of returns than shares whilst also achieving a real return relative to inflation.

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. Peers are funds that use the same benchmark in the Morningstar database.
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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 -0.64% 0.49% 2.94% 9.14% 4.18% 3.89% 3.85% -%
Growth return -0.64% 0.49% 2.94% 9.14% 4.18% 3.89% 3.85% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Retirement - Schroder Real Return
Australian Equities
6.24%
International Equities
29.22%
Cash
4.07%
Fixed Interest
50.54%
Alternatives
9.93%
Property & Infrastructure
0%
Average Allocation of Peers
Australian Equities
16.38%
International Equities
27.94%
Cash
8.21%
Fixed Interest
36.19%
Alternatives
7.51%
Property & Infrastructure
3.77%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - Schroder Real Return
Closed
AMP1870AU
Multisector Balanced
star (as at 30 Sep 2021)
Allocated Pension
1 Jul 2013
$10.63 million (as at 30 Sep 2021)
$1.36101 (as at 30 Sep 2021)
$1.36101 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 2.17% (as at 7 May 2021)
Indirect Cost Ratio (ICR) - Estimated 2.21% (as at 30 Jun 2020) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
Schroder Australian Hi Yielding Crdt -IC Mutual Fund - Open End 14.17%
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FAQs about the AMP - Flexible Super - Retirement - Schroder Real Return

The objective of the AMP - Flexible Super - Retirement - Schroder Real Return managed fund is To achieve a return of CPI plus 4% to 5% p.a. before fees over rolling 3-year periods while minimisingthe incidence and size of negative returns in doing so.

The strategy of the AMP - Flexible Super - Retirement - Schroder Real Return managed fund is The Fund is an objective based multi-asset investment strategy that uses a dynamic, unconstrained approach to asset allocation in order to take advantage of opportunities presented in the market. With the flexibility to invest across a broad range of asset classes, the Fund is managed with the intention of delivering a smoother path of returns than shares whilst also achieving a real return relative to inflation.

The APIR code of the AMP - Flexible Super - Retirement - Schroder Real Return managed fund is AMP1870AU.

AMP - Flexible Super - Retirement - Schroder Real Return’s total return last month was -0.64%. This was made up of a growth return of -0.64% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - Schroder Real Return’s total return for the last three months was 0.49%. This was made up of a growth return of 0.49% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - Schroder Real Return’s one-year total return is 9.14%. This was made up of a growth return of 9.14% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - Schroder Real Return’s one-year total return is 3.89%. This was made up of a growth return of 3.89% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Super - Retirement - Schroder Real Return managed fund is :

Australian Equities
6.24%
International Equities
29.22%
Cash
4.07%
Fixed Interest
50.54%
Alternatives
9.93%
Property & Infrastructure
0%

The AMP - Flexible Super - Retirement - Schroder Real Return managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Super - Retirement - Schroder Real Return managed fund was $10.63 million.

The AMP - Flexible Super - Retirement - Schroder Real Return managed fund has an inception date of 1 Jul 2013.

The current entry price of the AMP - Flexible Super - Retirement - Schroder Real Return managed fund is $1.36101 per unit and the current exit price is $1.36101 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Super - Retirement - Schroder Real Return managed fund is $1.36101 per unit and the current entry price is $1.36101 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Super - Retirement - Schroder Real Return managed fund is $0. Minimum additional investment is $0.

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 can 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.