General Information

AMP FS Super-FD Conservative
AMP Superannuation Limited
AMP1478AU
Multisector Moderate
starstarstar (as at 31 May 2013)
Superannuation Fund
21 May 2010
$13.88 million (as at 28 Feb 2017)
$1.39088 (as at 24 Mar 2017)
$1.39088 (as at 24 Mar 2017)

Fund performance (28 Feb 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 0.56 1.53 1.26 4.98 2.12 4.22 5.35 -
Growth return 0.56 1.53 1.26 4.98 2.12 4.22 5.35 -
Income return 0 0 0 0 0 0 0 -

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return 0.87 1.88 0.48 5.87 3.25 5.75 7.24 5.12

Asset Allocation (28 Feb 2017)

Australian Equities 9.55%
International Equities 10.02%
Cash 25.61%
Property 4.29%
Fixed Interest 37.91%
Alternatives 12.62%
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

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