InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - Flexible Super - Super - AMP Lifecycle Active 1960s - Managed fund profile

AMP - Flexible Super - Super - AMP Lifecycle Active 1960s - Managed Fund (Closed)

Fund Objective
Aims to achieve a rate of return of 3.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested investment timeframe.
Fund Strategy
The aim of this investment option is to provide long-term returns from both capital growth and income, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born in the 1960s.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.51% -8.2% -5.2% -1.76% 1.78% 3.07% -% -%
Growth return 2.51% -8.2% -5.2% -1.76% 1.78% 3.07% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Apr 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.02%
Australian Equities
27.27%
International Equities
35.26%
Cash
6.13%
Property & Infrastructure
6.35%
Fixed Interest
20.98%

General Information

Fund Details
Type Description
AMP - Flexible Super - Super - AMP Lifecycle Active 1960s
Closed
AMP Superannuation Limited
AMP2062AU
Multisector Life Stages ? 1960s
starstarstar (as at 30 Apr 2020)
Superannuation Fund
14 Dec 2015
$0 million (as at 29 May 2020)
$1.19099 (as at 15 May 2020)
$1.19099 (as at 15 May 2020)
Finalised
Offer information
Type Description
MER 0.98% (as at 30 Sep 2019)
Indirect Cost Ratio (ICR) 0.98% (as at 30 Jun 2019)
Performance fee (not included in ICR) Not Available
Minimum initial investment $1,500.00
Minimum additional investments

FAQs about the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s

The objective of the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund is Aims to achieve a rate of return of 3.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested investment timeframe.

The strategy of the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund is The aim of this investment option is to provide long-term returns from both capital growth and income, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born in the 1960s.

The APIR code of the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund is AMP2062AU.

AMP - Flexible Super - Super - AMP Lifecycle Active 1960s’s total return last month was 2.51%. This was made up of a growth return of 2.51% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Flexible Super - Super - AMP Lifecycle Active 1960s’s total return for the last three months was -8.2%. This was made up of a growth return of -8.2% and an income return of 0%%. These returns were calculated as at 30 Apr 2020.

AMP - Flexible Super - Super - AMP Lifecycle Active 1960s’s one-year total return is -1.76%. This was made up of a growth return of -1.76% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Flexible Super - Super - AMP Lifecycle Active 1960s’s one-year total return is 3.07%. This was made up of a growth return of 3.07% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

The asset allocation of the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund is AMP Superannuation Limited.

The AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund belongs to the Multisector Life Stages ? 1960s sector/asset class.

As at 29 May 2020, the size of the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund was $0 million.

The AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund has an inception date of 14 Dec 2015.

The current entry price of the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund is $1.19099 per unit and the current exit price is $1.19099 per unit (as at 15 May 2020).

The current exit price of the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund is $1.19099 per unit and the current entry price is $1.19099 per unit (as at 15 May 2020).

The minimum initial investment amount for the AMP - Flexible Super - Super - AMP Lifecycle Active 1960s managed fund is $1,500. 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.