General Information

AMP FS Super-FD Conservative
AMP Superannuation Limited
AMP1478AU
Multisector Moderate
starstarstar (as at 31 May 2013)
n/a
Not Rated
Superannuation
21 May 2010
$14.5 million (as at 31 Dec 2016)
$1.38436 (as at 20 Feb 2017)
$1.38436 (as at 20 Feb 2017)

Fund performance (31 Jan 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 -0.01 1.22 0.92 4.04 2.39 4.35 5.41 -
Growth return -0.01 1.22 0.92 4.04 2.39 4.35 5.41 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG Sup Multisector Moderate Idx)

Total return -0.1 0.94 -0.11 3.74 1.9 3.75 4.97 3.41

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return -0.37 1.2 -0.37 5.2 3.6 5.92 7.24 5.11

Asset Allocation (31 Jan 2017)

Australian Equities 9.16%
International Equities 11.49%
Cash 26.84%
Property 4.18%
Fixed Interest 36.97%
Alternatives 11.35%
Asset Allocation

Objectives and Strategy

To provide moderate returns over the medium-term through a diversified portfolio, with a bias towards defensive assets such as cash and fixed interest.
To provide moderate returns over the medium term through a diversified portfolio, with a bias towards defensive assets such as cash and fixed interest.

Offer information

Indirect Cost Ratio (ICR) 1.39% (as at 31 Dec 2012)
Performance fee 0.04
Minimum initial investment $1,500.00

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* Dates for historical returns vary from fund to fund