AMP - Flexible Super - Super - AMP Dynamic Balanced - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 1.75 2.95 6.62 12.56 5.56 6.77 - -
Growth return 1.75 2.95 6.62 12.56 5.56 6.77 - -
Income return 0 0 0 0 0 0 - -
Market index (Morningstar Aus Msec Growth TR AUD)
Total return 2.64 3.73 9.13 19.3 10.19 11.02 9.16 9.16
As as 30 Nov 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Super - AMP Dynamic Balanced
Australian Equities
20.07%
International Equities
33.66%
Cash
14.77%
Fixed Interest
14.38%
Alternatives
17.12%
Property
0%
Average Allocation of Peers
Australian Equities
28.98%
International Equities
30.76%
Cash
6.49%
Fixed Interest
20.80%
Alternatives
5.97%
Property
7.01%

General Information

Fund Details
Type Description
AMP - Flexible Super - Super - AMP Dynamic Balanced
AMP Superannuation Limited
AMP2058AU
Multisector Growth
starstar (as at 30 Nov 2019)
Superannuation Fund
14 Dec 2015
$19.48 million (as at 31 Oct 2019)
$1.24822 (as at 12 Dec 2019)
$1.24822 (as at 12 Dec 2019)
Fund Objective
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).
Fund Strategy
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
Type Description
Indirect Cost Ratio (ICR) 0.90% (as at 30 Jun 2019)
Minimum initial investment $1,500.00
Minimum additional investments

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 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%