InvestSMART

AMP - Flexible Super - Super - AMP Lifecycle Capital Stable - Managed Fund (Closed)

Fund Objective
Aims to achieve a rate of return of 2.0% 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 returns primarily from income, though with some capital growth, 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 before 1950.

Fund Performance Comparison

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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 3.13% -7.49% -4.79% -1.6% 1.59% 2.29% -% -%
Growth return 3.13% -7.49% -4.79% -1.6% 1.59% 2.29% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.73% 0.7% 2.11% 5.87% 7.07% 6.69% 3.45% 4.35%
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
5.85%
Australian Equities
11.10%
International Equities
14.68%
Cash
12.56%
Property & Infrastructure
3.51%
Fixed Interest
52.30%

General Information

Fund Details
Type Description
AMP - Flexible Super - Super - AMP Lifecycle Capital Stable
Closed
AMP Superannuation Limited
AMP2064AU
Multisector Life Stages - 1940s and earlier
star (as at 30 Apr 2020)
Superannuation Fund
14 Dec 2015
$0.86 million (as at 30 Apr 2020)
$1.13733 (as at 15 May 2020)
$1.13733 (as at 15 May 2020)
Finalised
Offer information
Type Description
MER 0.89% (as at 30 Sep 2019)
Indirect Cost Ratio (ICR) 0.89% (as at 30 Jun 2019)
Performance fee (not included in ICR) Not Available
Minimum initial investment $1,500.00
Minimum additional investments
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FAQs about the AMP - Flexible Super - Super - AMP Lifecycle Capital Stable

The objective of the AMP - Flexible Super - Super - AMP Lifecycle Capital Stable managed fund is Aims to achieve a rate of return of 2.0% 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 Capital Stable managed fund is The aim of this investment option is to provide returns primarily from income, though with some capital growth, 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 before 1950.

The APIR code of the AMP - Flexible Super - Super - AMP Lifecycle Capital Stable managed fund is AMP2064AU.

AMP - Flexible Super - Super - AMP Lifecycle Capital Stable’s total return last month was 3.13%. This was made up of a growth return of 3.13% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Flexible Super - Super - AMP Lifecycle Capital Stable’s total return for the last three months was -7.49%. This was made up of a growth return of -7.49% and an income return of 0%%. These returns were calculated as at 30 Apr 2020.

AMP - Flexible Super - Super - AMP Lifecycle Capital Stable’s one-year total return is -1.6%. This was made up of a growth return of -1.6% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Flexible Super - Super - AMP Lifecycle Capital Stable’s one-year total return is 2.29%. This was made up of a growth return of 2.29% 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 Capital Stable 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 Capital Stable managed fund is AMP Superannuation Limited.

The AMP - Flexible Super - Super - AMP Lifecycle Capital Stable managed fund belongs to the Multisector Life Stages - 1940s and earlier sector/asset class.

As at 30 Apr 2020, the size of the AMP - Flexible Super - Super - AMP Lifecycle Capital Stable managed fund was $0.86 million.

The AMP - Flexible Super - Super - AMP Lifecycle Capital Stable managed fund has an inception date of 14 Dec 2015.

The current entry price of the AMP - Flexible Super - Super - AMP Lifecycle Capital Stable managed fund is $1.13733 per unit and the current exit price is $1.13733 per unit (as at 15 May 2020).

The current exit price of the AMP - Flexible Super - Super - AMP Lifecycle Capital Stable managed fund is $1.13733 per unit and the current entry price is $1.13733 per unit (as at 15 May 2020).

The minimum initial investment amount for the AMP - Flexible Super - Super - AMP Lifecycle Capital Stable 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.