General Information

AMP MF SB-AMP Moderate Growth
AMP Life Limited
AMP0131AU
Multisector Balanced
starstarstar (as at 30 Sep 2009)
n/a
Not Rated
Superannuation
11 Apr 1995
$2.1 million (as at 30 Nov 2016)
$3.0935 (as at 20 Jan 2017)
$3.0935 (as at 20 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 1.72 1.38 2.62 2.93 3.3 4.41 7.01 3.3
Growth return 1.72 1.38 2.62 2.93 3.3 4.41 7.01 3.3
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Multisector Balanced Idx)

Total return 1.74 1.52 3.73 4.89 4 5.05 7.39 3.65

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 2.31 1.83 3.84 6.71 6.15 7.34 10.18 4.84

Asset Allocation (31 Dec 2016)

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

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) 2.18% (as at 31 Dec 2012)
Minimum initial investment

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund