AMP - MultiFund - RO - AMP Moderate Growth - Managed Fund

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Fund Performance Comparison

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Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ }}

Fee comparison

NOTE: Over the long term, higher fees lead to lower returns

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Benchmark* Peers Fees InvestSMART's Fees
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* A benchmark is an arbitary calculation that does not have any fees. Hence why in the long term the majority of fund managers underperform their benchmark by the cost of their fees. InvestSMART provides low cost funds that track their benchmark.

Fund performance (31 May 2018)

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 0.51 0.86 0.83 4.47 4.59 2.91 5.3 3.87
Growth return 0.51 0.86 0.83 4.47 4.59 2.91 5.3 3.87
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 0.72 1.74 1.6 5.76 6.25 5.16 7.83 5.8

Asset Allocation (31 May 2018)

Australian Equities 22.58%
International Equities 21.80%
Cash 15.86%
Property 0%
Fixed Interest 24.42%
Alternatives 15.35%
Asset Allocation

General Information

AMP - MultiFund - RO - AMP Moderate Growth
AMP Life Limited
Multisector Balanced
starstarstar (as at 31 May 2018)
Superannuation Fund
8 Nov 1993
$0.5 million (as at 30 Apr 2018)
$3.364 (as at 15 Jun 2018)
$3.364 (as at 15 Jun 2018)

Objectives and Strategy

To provide returns greater than those from cash or fixed interest over the medium to long-term through a diversified portfolio of cash, fixed interest, shares and property.
Investors seeking to achieve moderate returns from a balance of income and capital growth over the medium to long-term by investing in a diversified mix of growth and defensive assets. Capital stability is still a priority, however, investors are willing to accept some risk and low levels of volatility to achieve these returns.

Offer information

Indirect Cost Ratio (ICR) 2.24% (as at 30 Jun 2016)
Minimum initial investment

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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