General Information

AMP FS Super-AMP Super Easy Mod Cons
AMP Superannuation Limited
AMP1569AU
Multisector Balanced
starstarstarstar (as at 31 Dec 2013)
n/a
Not Rated
Superannuation
21 May 2010
$720.98 million (as at 30 Nov 2016)
$1.51351 (as at 19 Jan 2017)
$1.51351 (as at 19 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 1.69 1.22 2.47 4.82 4.59 5.74 8.15 -
Growth return 1.69 1.22 2.47 4.82 4.59 5.74 8.15 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG Sup Multisector Balanced Idx)

Total return 1.74 1.52 3.73 4.89 4 5.05 7.39 3.65

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 2.31 1.83 3.84 6.71 6.15 7.34 10.18 4.84

Asset Allocation (31 Dec 2016)

Australian Equities 16.59%
International Equities 18.70%
Cash 20.10%
Property 5.77%
Fixed Interest 22.77%
Alternatives 16.06%
Asset Allocation

Objectives and Strategy

The investment option seeks to provide an index focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate fund managers for each underlying asset class, the fund is designed to provide market tracking returns over the recommended investment time frame.
The investment option seeks to provide an index focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate fund managers for each underlying asset class, the fund is designed to provide market tracking returns over the recommended investment time frame.

Offer information

Indirect Cost Ratio (ICR) 0.67% (as at 1 Jul 2015)
Minimum initial investment $1,500.00

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