General Information

AMP MF SB-BT Active Balanced
AMP Life Limited
AMP0135AU
Multisector Growth
starstar (as at 31 Oct 2009)
n/a
Not Rated
Superannuation
11 Apr 1995
$4.87 million (as at 30 Nov 2016)
$3.13542 (as at 20 Jan 2017)
$3.13542 (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 2.27 2.58 5.4 4.88 4.69 5.64 8.48 2.63
Growth return 2.27 2.58 5.4 4.88 4.69 5.64 8.48 2.63
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return 2.4 2.37 5.1 5.74 4.75 5.68 9.07 3.67

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 3.15 3.04 5.48 7.93 7.02 8.24 12.18 5.01

Asset Allocation (31 Dec 2016)

Australian Equities 24.27%
International Equities 31.42%
Cash 4.84%
Property 5.96%
Fixed Interest 17.13%
Alternatives 16.37%
Asset Allocation

Objectives and Strategy

N/A
N/A

Offer information

Indirect Cost Ratio (ICR) 2.62% (as at 31 Dec 2012)

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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