General Information

AMP FS Super-AMP MySuper Balanced
AMP Superannuation Limited
Multisector Balanced
starstarstarstarstar (as at 31 Mar 2017)
Superannuation Fund
1 Jan 2014
$701.59 million (as at 28 Feb 2017)
$1.29605 (as at 26 Apr 2017)
$1.29605 (as at 26 Apr 2017)

Fund performance (31 Mar 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 1.47 2.72 5.07 10.89 4.15 7.24 - -
Growth return 1.47 2.72 5.07 10.89 4.15 7.24 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 1.31 1.74 3.6 9.25 4.03 7.67 9.37 4.72

Asset Allocation (31 Mar 2017)

Australian Equities 25.65%
International Equities 38.80%
Cash 7.90%
Property 6.67%
Fixed Interest 20.98%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide moderate to high returns primarily from capital growth with some income over the long term through a diversified portfolio, with a higher exposure to growth assets (such as shares and property).
The exposure to the different sources of risk and return will typically be through index exposure to a range of traditional listed markets. This investment option's asset allocation is actively managed to take advantage of long-term under and over-valuations between asset classes.

Offer information

Indirect Cost Ratio (ICR) 0.65% (as at 30 Jun 2016)
Minimum initial investment
Minimum additional investments

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