RL Guaranteed Income Plan - Lifetime Income Plan - Managed Fund

Fund Objective

To provide excellent security but low growth potential. Guarantee: AMP Life guarantees that the unit price will never fall. This may mean that at times the unit price will not immediately rise with upward movements in asset values.

Fund Strategy

The Funds benchmark asset allocation and ranges are: 90% Cash (70-100%), 10% Australian Fixed Interest (0-30%).

Fund Performance Comparison

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

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Peers

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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.

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Fees Comparison

% 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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-%	-%	-%	-%	-%	-%	-%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (RBA Bank accepted Bills 90 Days)
Total return	0.3%	0.91%	1.91%	4.09%	4.22%	4%	2.52%	2.06%

Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

RL Guaranteed Income Plan - Lifetime Income Plan

Fixed Interest: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Alternatives: 0%

Average Allocation of Peers

Fixed Interest: 20.69%

Australian Equities: 3.95%

International Equities: 6.74%

Cash: 44.81%

Property & Infrastructure: 1.43%

Alternatives: 22.39%

General Information

Fund Details

Type	Description
Fund Name	RL Guaranteed Income Plan - Lifetime Income Plan
Responsible Entity	AMP Life Limited
APIR Code	AMP0145AU
Sector/Asset Class	Miscellaneous
Morningstar Rating	Not Rated
Legal Structure	Unknown
Fund Inception	1 Jan 1990
Fund Size	$1483.57 million (as at 30 Jun 2016)
Entry Price	n/a
Exit Price	n/a
Fund Status	Open

Offer information

Type	Description
MER	0% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR)	0% (as at 30 Jun 2016)
Minimum initial investment

FAQs about the RL Guaranteed Income Plan - Lifetime Income Plan

What is the objective of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

The objective of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund is To provide excellent security but low growth potential. Guarantee: AMP Life guarantees that the unit price will never fall. This may mean that at times the unit price will not immediately rise with upward movements in asset values.

What is the strategy for the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

The strategy of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund is The Funds benchmark asset allocation and ranges are: 90% Cash (70-100%), 10% Australian Fixed Interest (0-30%).

What is the APIR code of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

The APIR code of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund is AMP0145AU.

What was RL Guaranteed Income Plan - Lifetime Income Plan’s total return last month?

RL Guaranteed Income Plan - Lifetime Income Plan’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

What was RL Guaranteed Income Plan - Lifetime Income Plan’s total return for the last three months?

RL Guaranteed Income Plan - Lifetime Income Plan’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

What is RL Guaranteed Income Plan - Lifetime Income Plan’s one-year total return?

RL Guaranteed Income Plan - Lifetime Income Plan’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

What is RL Guaranteed Income Plan - Lifetime Income Plan’s three-year total return?

RL Guaranteed Income Plan - Lifetime Income Plan’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

What is the asset allocation of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

The asset allocation of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund is :

Fixed Interest: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Alternatives: 0%

Who is the responsible Entity of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

The Responsible Entity for the RL Guaranteed Income Plan - Lifetime Income Plan managed fund is AMP Life Limited.

What sector/asset class does the RL Guaranteed Income Plan - Lifetime Income Plan managed fund belong to?

The RL Guaranteed Income Plan - Lifetime Income Plan managed fund belongs to the Miscellaneous sector/asset class.

What is the size of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

As at 30 Jun 2016, the size of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund was $1483.57 million.

What is the inception date of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

The RL Guaranteed Income Plan - Lifetime Income Plan managed fund has an inception date of 1 Jan 1990.

What is the current entry price of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

The current entry price of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

The current exit price of the RL Guaranteed Income Plan - Lifetime Income Plan managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the RL Guaranteed Income Plan - Lifetime Income Plan managed fund?

The minimum initial investment amount for the RL Guaranteed Income Plan - Lifetime Income Plan managed fund 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.

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