InvestSMART

AMP - Flexible Super - Super - Super Easy Active Balanced - Managed Fund (Closed)

Fund Objective
To provide a total return (primarily capital growth with some income) after costs and before tax, above the Fundi-s performance benchmark on a rolling 3 year basis, by investing across a range of asset types, with high exposure to growth assets.
Fund Strategy
The Fund aims to provide investors with exposure to a diversified range of Australian and international growth sources across asset classes including shares, Australian listed property trusts, and global listed property securities.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -5.34% -2.59% -10.96% -10.91% 2.33% 1.29% 4.46% -%
Growth return -5.34% -2.59% -10.96% -10.91% 2.33% 1.29% 4.46% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.46% 4.16% 11.05% 13.41% 17.1% 12.49% 9.66% 8.09%
As at 30 Sep 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Super - Super Easy Active Balanced
Australian Equities
28.90%
International Equities
41.26%
Cash
4.74%
Property & Infrastructure
5.59%
Fixed Interest
19.52%
Alternatives
-0.01%
Average Allocation of Peers
Australian Equities
27.23%
International Equities
35.56%
Cash
5.92%
Property & Infrastructure
6.30%
Fixed Interest
20.62%
Alternatives
4.36%

General Information

Fund Details
Type Description
AMP - Flexible Super - Super - Super Easy Active Balanced
Closed
AMP1936AU
Multisector Growth
starstarstar (as at 30 Sep 2022)
Superannuation Fund
15 Feb 2014
$92.54 million (as at 30 Sep 2022)
$1.65982 (as at 28 Oct 2022)
$1.65982 (as at 28 Oct 2022)
Finalised
Offer information
Type Description
MER 1.13% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 1.13% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025) Type % of Portfolio
Macquarie Wholesale Australian Fixed Interest Fund Class C Ipac Mutual Fund - Unspecified 8.57%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the AMP - Flexible Super - Super - Super Easy Active Balanced

The objective of the AMP - Flexible Super - Super - Super Easy Active Balanced managed fund is To provide a total return (primarily capital growth with some income) after costs and before tax, above the Fundi-s performance benchmark on a rolling 3 year basis, by investing across a range of asset types, with high exposure to growth assets.

The strategy of the AMP - Flexible Super - Super - Super Easy Active Balanced managed fund is The Fund aims to provide investors with exposure to a diversified range of Australian and international growth sources across asset classes including shares, Australian listed property trusts, and global listed property securities.

The APIR code of the AMP - Flexible Super - Super - Super Easy Active Balanced managed fund is AMP1936AU.

AMP - Flexible Super - Super - Super Easy Active Balanced’s total return last month was -5.34%. This was made up of a growth return of -5.34% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - Flexible Super - Super - Super Easy Active Balanced’s total return for the last three months was -2.59%. This was made up of a growth return of -2.59% and an income return of 0%%. These returns were calculated as at 30 Sep 2022.

AMP - Flexible Super - Super - Super Easy Active Balanced’s one-year total return is -10.91%. This was made up of a growth return of -10.91% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - Flexible Super - Super - Super Easy Active Balanced’s one-year total return is 1.29%. This was made up of a growth return of 1.29% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

The asset allocation of the AMP - Flexible Super - Super - Super Easy Active Balanced managed fund is :

Australian Equities
28.90%
International Equities
41.26%
Cash
4.74%
Property & Infrastructure
5.59%
Fixed Interest
19.52%
Alternatives
-0.01%

The AMP - Flexible Super - Super - Super Easy Active Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Sep 2022, the size of the AMP - Flexible Super - Super - Super Easy Active Balanced managed fund was $92.54 million.

The AMP - Flexible Super - Super - Super Easy Active Balanced managed fund has an inception date of 15 Feb 2014.

The current entry price of the AMP - Flexible Super - Super - Super Easy Active Balanced managed fund is $1.65982 per unit and the current exit price is $1.65982 per unit (as at 28 Oct 2022).

The current exit price of the AMP - Flexible Super - Super - Super Easy Active Balanced managed fund is $1.65982 per unit and the current entry price is $1.65982 per unit (as at 28 Oct 2022).

The minimum initial investment amount for the AMP - Flexible Super - Super - Super Easy Active Balanced 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.