AMP - Flexible Super - Retirement - Super Easy Alternative - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 1.15 0.44 -0.16 4.38 0.92 -0.7 3.11 -
Growth return 1.15 0.44 -0.16 4.38 0.92 -0.7 3.11 -
Income return 0 0 0 0 0 0 0 -
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.17 0.5 0.97 1.85 1.8 1.93 2.17 3.17
As as 31 Jul 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Alternatives
100%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - Super Easy Alternative
AMP Superannuation Limited
AMP1846AU
Alternative Strategies
Not Rated
Allocated Pension
12 Nov 2012
$6 million (as at 30 Jun 2018)
$1.28494 (as at 15 Aug 2018)
$1.28494 (as at 15 Aug 2018)
Fund Objective
To provide returns over the long term similar to a customized Hedge strategy Replication Index (HFRI) benchmark, by taking long and short positions using derivative instruments such as futures linked to indices in multiple asset classes.
Fund Strategy
Investments are made across US and global equity futures markets (large and small cap), US and international government bond futures markets, currency futures markets and commodity futures markets. The strategy does not make investments in underlying hedge strategies. Currency exposures are not hedged back to Australian dollars, and are instead used as a value adds strategy. The strategy is allowed to gear using its short positions - no more than 30% of the Net Asset Value of the strategy.
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.61% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2018)

Holding (as at 30 Jun 2018) Type % of Portfolio
S&P500 Emini Fut Sep18 Equity Index - Future 38.86%
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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 *
Intelligent Investor Equity Income 12.16%
InvestSMART International Equities 11.86%
Intelligent Investor Equity Growth 11.34%
InvestSMART Australian Small Companies Fund 9.42%
InvestSMART High Growth 8.98%
InvestSMART Core Growth 8.00%
InvestSMART Balanced 6.18%
InvestSMART Diversified Property and Infrastructure 5.19%
InvestSMART Diversified Income 4.58%
InvestSMART Hybrid Income 4.43%
InvestSMART Interest Income 2.12%

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

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