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  5. AMP - Flexible Super - Super - Professional Moderate Conservative - Managed fund profile

AMP - Flexible Super - Super - Professional Moderate Conservative - Managed Fund (Closed)

Fund Strategy
The portfolio will primarily invest in a diversified mix of defensive and growth assets managed by professional asset managers identified and selected by ipac within each asset class. To provide moderate long term investment returns, with less exposure to the volatility of conventional markets. The portfolio will primarily invest in a diversified mix of defensive and growth assets managed by professional asset managers identified and selected by ipac within each asset class.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.63% 0.29% 4.02% 12.04% 4.94% 5.36% 5.44% -%
Growth return -1.63% 0.29% 4.02% 12.04% 4.94% 5.36% 5.44% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Super - Professional Moderate Conservative
Australian Equities
20.57%
International Equities
31.03%
Cash
10.44%
Property & Infrastructure
3.73%
Fixed Interest
33.99%
Alternatives
0.24%
Average Allocation of Peers
Australian Equities
16.39%
International Equities
27.86%
Cash
8.26%
Property & Infrastructure
3.78%
Fixed Interest
36.21%
Alternatives
7.50%

General Information

Fund Details
Type Description
AMP - Flexible Super - Super - Professional Moderate Conservative
Closed
AMP1972AU
Multisector Balanced
starstarstar (as at 30 Sep 2021)
Superannuation Fund
1 Jul 2014
$0 million (as at 31 Oct 2021)
$1.43439 (as at 30 Sep 2021)
$1.43439 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 1.95% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 1.95% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.04
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2025)

Holding (as at 31 Mar 2025) Type % of Portfolio
Coolabah Active Global Bond Fund Zero Fee Class Mutual Fund - Unspecified 4.21%
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FAQs about the AMP - Flexible Super - Super - Professional Moderate Conservative

The objective of the AMP - Flexible Super - Super - Professional Moderate Conservative managed fund is

The strategy of the AMP - Flexible Super - Super - Professional Moderate Conservative managed fund is The portfolio will primarily invest in a diversified mix of defensive and growth assets managed by professional asset managers identified and selected by ipac within each asset class. To provide moderate long term investment returns, with less exposure to the volatility of conventional markets. The portfolio will primarily invest in a diversified mix of defensive and growth assets managed by professional asset managers identified and selected by ipac within each asset class.

The APIR code of the AMP - Flexible Super - Super - Professional Moderate Conservative managed fund is AMP1972AU.

AMP - Flexible Super - Super - Professional Moderate Conservative’s total return last month was -1.63%. This was made up of a growth return of -1.63% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Super - Professional Moderate Conservative’s total return for the last three months was 0.29%. This was made up of a growth return of 0.29% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Super - Professional Moderate Conservative’s one-year total return is 12.04%. This was made up of a growth return of 12.04% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Super - Professional Moderate Conservative’s one-year total return is 5.36%. This was made up of a growth return of 5.36% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Super - Super - Professional Moderate Conservative managed fund is :

Australian Equities
20.57%
International Equities
31.03%
Cash
10.44%
Property & Infrastructure
3.73%
Fixed Interest
33.99%
Alternatives
0.24%

The AMP - Flexible Super - Super - Professional Moderate Conservative managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Oct 2021, the size of the AMP - Flexible Super - Super - Professional Moderate Conservative managed fund was $0 million.

The AMP - Flexible Super - Super - Professional Moderate Conservative managed fund has an inception date of 1 Jul 2014.

The current entry price of the AMP - Flexible Super - Super - Professional Moderate Conservative managed fund is $1.43439 per unit and the current exit price is $1.43439 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Super - Super - Professional Moderate Conservative managed fund is $1.43439 per unit and the current entry price is $1.43439 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Super - Super - Professional Moderate Conservative managed fund is $0. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.