AMP Flexible Super - Super - Future Directions Australian Bond - Managed Fund

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Fund Performance Comparison

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Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ }}

Fee comparison

NOTE: Over the long term, higher fees lead to lower returns

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Benchmark* Peers Fees InvestSMART's Fees
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* A benchmark is an arbitary calculation that does not have any fees. Hence why in the long term the majority of fund managers underperform their benchmark by the cost of their fees. InvestSMART provides low cost funds that track their benchmark.

Fund performance (31 May 2018)

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 0.7 1.09 0.22 0.37 0.54 1.4 2.21 -
Growth return 0.7 1.09 0.22 0.37 0.54 1.4 2.21 -
Income return 0 0 0 0 0 0 0 -

Market index (Bloomberg AusBond Composite 0+Y TR AUD)

Total return 0.69 1.18 0.68 1.67 2.09 2.93 4.07 6.07

Asset Allocation (31 May 2018)

Australian Equities 0%
International Equities 0%
Cash 10.27%
Property 0%
Fixed Interest 89.73%
Alternatives 0%
Asset Allocation

General Information

AMP Flexible Super - Super - Future Directions Australian Bond
AMP Superannuation Limited
Bonds - Australia
starstarstar (as at 31 May 2018)
Superannuation Fund
21 May 2010
$3.77 million (as at 30 Apr 2018)
$1.32547 (as at 15 Jun 2018)
$1.32547 (as at 15 Jun 2018)

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before tax, above the return from the benchmark over a rolling three-year basis.
The Fund invests primarily in short and long term fixed income securities. The Fund takes a multi-manager approach, where specialist investment managers who demonstrate competitive advantages in their fields of investment, source investments for the Fund. In selecting managers for the Fund, we aim for diversification of managers across: types of managers, from boutique investment managers to those with long histories, and asset sectors within the fixed income asset class, where appropriate to the Fund's investment strategy.

Offer information

Indirect Cost Ratio (ICR) 1.95% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment $1,500.00

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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