General Information

AMP FS Super-AMP Moderate Growth
AMP Superannuation Limited
AMP1457AU
Multisector Balanced
starstarstar (as at 31 May 2013)
Superannuation Fund
21 May 2010
$30.48 million (as at 28 Feb 2017)
$1.50574 (as at 24 Mar 2017)
$1.50574 (as at 24 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 0.92 2.3 1.75 6.77 2.02 4.88 7.19 -
Growth return 0.92 2.3 1.75 6.77 2.02 4.88 7.19 -
Income return 0 0 0 0 0 0 0 -

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 1.21 2.75 1.87 9.07 3.55 6.95 9.47 4.67

Asset Allocation (28 Feb 2017)

Australian Equities 22.58%
International Equities 21.80%
Cash 15.86%
Property 0%
Fixed Interest 24.42%
Alternatives 15.35%
Asset Allocation

Objectives and Strategy

To provide returns greater than those from cash or fixed interest over the medium to long-term through a diversified portfolio of cash, fixed interest, shares and property.
Investors seeking to achieve moderate returns from a balance of income and capital growth over the medium to long-term by investing in a diversified mix of growth and defensive assets. Capital stability is still a priority, however, investors are willing to accept some risk and low levels of volatility to achieve these returns.

Offer information

Indirect Cost Ratio (ICR) 1.43% (as at 31 Dec 2012)
Performance fee 0.02
Minimum initial investment $1,500.00

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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