General Information

AMP FS Super-Professional Mod Cons
AMP Superannuation Limited
AMP1972AU
Multisector Balanced
starstar (as at 31 Jul 2017)
Superannuation Fund
1 Jul 2014
$19.24 million (as at 30 Jun 2017)
$1.15009 (as at 17 Aug 2017)
$1.15009 (as at 17 Aug 2017)

Fund performance (31 Jul 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 -0.09 -0.32 2.53 3.96 2.62 4.03 - -
Growth return -0.09 -0.32 2.53 3.96 2.62 4.03 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return -0.28 -0.92 3.08 3.7 3.79 6.53 9.24 4.64

Asset Allocation (31 Jul 2017)

Australian Equities 19.24%
International Equities 20.11%
Cash 23.03%
Property 4.19%
Fixed Interest 20.42%
Alternatives 13.02%
Asset Allocation

Objectives and 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.

Offer information

Indirect Cost Ratio (ICR) 1.44% (as at 30 Jun 2016)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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