General Information

AMP FS Super-AMP Lifecycle Active 1980s
AMP Superannuation Limited
AMP2060AU
Multisector Life Stages ? 1980s
Not Rated
Superannuation
14 Dec 2015
$5.76 million (as at 28 Feb 2017)
$1.10206 (as at 21 Mar 2017)
$1.10206 (as at 21 Mar 2017)

Fund performance (28 Feb 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 1.45 4.05 5.1 13.29 - - - -
Growth return 1.45 4.05 5.1 13.29 - - - -
Income return 0 0 0 0 - - - -

Morningstar index (Mstar PG Sup MS LS 1980s)

Total return 1.58 4.13 4.15 12.47 4.28 7.83 10.6 -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 1.76 4.2 4.59 14.64 4.24 8.89 13.15 4.82

Asset Allocation (28 Feb 2017)

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

Objectives and Strategy

Aims to achieve a rate of return of 5.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested investment timeframe.
The aim of this investment option is to provide long-term returns primarily from capital growth but also with some 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 1980s.

Offer information

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund