General Information

AMP FS Super-AMP Super Easy Balanced
AMP Superannuation Limited
AMP1250AU
Multisector Growth
starstarstarstar (as at 30 Apr 2013)
n/a
Not Rated
Superannuation
31 May 2009
$2184.45 million (as at 30 Nov 2016)
$1.869 (as at 16 Jan 2017)
$1.869 (as at 16 Jan 2017)

Fund performance (31 Dec 2016)

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 2.42 2.35 4.4 6.21 5.62 6.68 10.03 -
Growth return 2.42 2.35 4.4 6.21 5.62 6.68 10.03 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return 2.4 2.37 5.1 5.74 4.75 5.68 9.07 3.67

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 3.15 3.04 5.48 7.93 7.02 8.24 12.18 5.01

Asset Allocation (31 Dec 2016)

Australian Equities 28.75%
International Equities 26.21%
Cash 10.58%
Property 7.38%
Fixed Interest 17.58%
Alternatives 9.49%
Asset Allocation

Objectives and Strategy

To provide moderate to higher returns primarily from capital growth with some income over the long-term by investing across the main asset classes, with higher exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focused investment managers.
This investment option seeks to provide an index focused solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

Offer information

Indirect Cost Ratio (ICR) 0.65% (as at 31 Dec 2012)
Minimum initial investment $1,500.00
Minimum redemption amount

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