General Information

AMP FS Super-AMP Dynamic Balanced
AMP Superannuation Limited
AMP2058AU
Multisector Growth
Not Rated
n/a
Not Rated
Superannuation
14 Dec 2015
$10.2 million (as at 31 Dec 2016)
$1.06413 (as at 21 Feb 2017)
$1.06413 (as at 21 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 -0.32 3.76 2.49 6.37 - - - -
Growth return -0.32 3.76 2.49 6.37 - - - -
Income return 0 0 0 0 - - - -

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return -0.36 3.25 1.73 8.1 3.43 5.95 8.45 3.46

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 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 0%
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 14 Dec 2015)

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* Dates for historical returns vary from fund to fund