General Information

AMP FS Super-AMP Dynamic Balanced
AMP Superannuation Limited
AMP2058AU
Multisector Growth
Not Rated
Superannuation Fund
14 Dec 2015
$12.87 million (as at 30 Apr 2017)
$1.08192 (as at 20 Jun 2017)
$1.08192 (as at 20 Jun 2017)

Fund performance (31 May 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 0.02 2.17 5.1 7.44 - - - -
Growth return 0.02 2.17 5.1 7.44 - - - -
Income return 0 0 0 0 - - - -

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 0.13 3.59 7.26 8.3 5.18 8.52 11.91 4.71
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (31 May 2017)

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
Asset Allocation

Objectives and Strategy

The investment objective of the Fund is to outperform the median of the Chant West growth fund survey over the investment horizon of the fund (7 years).
The Fund aims to provide the investor with a cost-effective investment across the main asset classes with higher exposure to growth assets. Exposure to these will be attained predominantly through the use of index focused investment managers. A portion of the fund also runs a dynamic asset allocation investment approach which aims to achieve growth by adopting a flexible approach to asset allocation.

Offer information

Indirect Cost Ratio (ICR) 0.66% (as at 30 Jun 2016)

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