General Information

AMP FS Super-Res Inv Leaders Cons
AMP Superannuation Limited
AMP1501AU
Multisector Moderate
starstar (as at 31 Dec 2016)
n/a
Not Rated
Superannuation
21 May 2010
$3.28 million (as at 30 Nov 2016)
$1.32955 (as at 17 Jan 2017)
$1.32955 (as at 17 Jan 2017)

Fund performance (31 Dec 2016)

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 0.96 0.16 0.86 2.07 2.02 3.28 4.97 -
Growth return 0.96 0.16 0.86 2.07 2.02 3.28 4.97 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG Sup Multisector Moderate Idx)

Total return 1.04 0.22 1.41 3.05 2.71 3.76 5.26 3.52

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return 1.39 0.28 1.64 5.28 4.8 6.08 7.63 5.25

Asset Allocation (31 Dec 2016)

Australian Equities 13.52%
International Equities 10.57%
Cash 33.01%
Property 4.33%
Fixed Interest 38.58%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (primarily income with some capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 3-year basis.
The portfolio invests in all asset classes, with a core of cash and fixed interest and some exposure to shares and property.

Offer information

Indirect Cost Ratio (ICR) 1.59% (as at 1 Jul 2015)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

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* Dates for historical returns vary from fund to fund