General Information

AMP MF SB-BT Active Conservative
AMP Life Limited
AMP0136AU
Multisector Moderate
starstar (as at 30 Nov 2009)
n/a
Not Rated
Superannuation
11 Apr 1995
$0.94 million (as at 31 Dec 2016)
$2.27276 (as at 21 Feb 2017)
$2.27276 (as at 21 Feb 2017)

Fund performance (31 Jan 2017)

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 -0.1 0.74 0.05 2.47 0.93 2.83 3.92 2.04
Growth return -0.1 0.74 0.05 2.47 0.93 2.83 3.92 2.04
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Multisector Moderate Idx)

Total return -0.1 0.94 -0.11 3.74 1.9 3.75 4.97 3.41

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return -0.37 1.2 -0.37 5.2 3.6 5.92 7.24 5.11

Asset Allocation (31 Jan 2017)

Australian Equities 9.16%
International Equities 11.49%
Cash 26.84%
Property 4.18%
Fixed Interest 36.97%
Alternatives 11.35%
Asset Allocation

Objectives and Strategy

To maximise returns by adding value in stock selection and asset allocation. Suggested investment timeframe is 3 years plus.
Invests in fixed interest, cash, listed property trusts, alternative investments, and a limited amount of Australian and overseas shares through the BT Pooled Super Conservative Super Trust. Asset allocation ranges (with benchmarks in brackets): Australian shares 8-22% (15%), international shares 0-10% (6%), Australian listed property trusts 0-10% (4%), Australian and international fixed interest 30-70% (50%), cash 10-62% (25%), alternative investments 0-5% (0%).

Offer information

Indirect Cost Ratio (ICR) 2.84% (as at 31 Dec 2012)

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* Dates for historical returns vary from fund to fund