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  5. AMP - MultiFund - Trustee - BT Active Conservative - Managed fund profile

AMP - MultiFund - Trustee - BT Active Conservative - Managed Fund (Closed)

Fund Objective
To maximise returns by adding value in stock selection and asset allocation. Suggested investment timeframe is 3 years plus.
Fund Strategy
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%).

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.3% -0.87% -0.58% 3.15% -2.73% -0.33% 0.03% 1.38%
Growth return -1.3% -0.87% -0.58% 3.15% -2.73% -0.33% 0.03% 1.38%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 30 Sep 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - MultiFund - Trustee - BT Active Conservative
Australian Equities
11.50%
International Equities
24.05%
Cash
19.71%
Property & Infrastructure
4.43%
Fixed Interest
39.69%
Alternatives
0.62%
Average Allocation of Peers
Australian Equities
10.90%
International Equities
14.96%
Cash
15.06%
Property & Infrastructure
3.69%
Fixed Interest
49.80%
Alternatives
5.60%

General Information

Fund Details
Type Description
AMP - MultiFund - Trustee - BT Active Conservative
Closed
AMP Life Limited
AMP0094AU
Multisector Moderate
star (as at 30 Sep 2023)
Superannuation Fund
10 Apr 1995
$0.01 million (as at 30 Nov 2016)
$2.32163 (as at 27 Oct 2023)
$2.32163 (as at 27 Oct 2023)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.95% (as at 30 Jun 2016)
Minimum initial investment $10,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Coolabah Active Global Bond Fund Zero Fee Class Mutual Fund - Unspecified 3.42%
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FAQs about the AMP - MultiFund - Trustee - BT Active Conservative

The objective of the AMP - MultiFund - Trustee - BT Active Conservative managed fund is To maximise returns by adding value in stock selection and asset allocation. Suggested investment timeframe is 3 years plus.

The strategy of the AMP - MultiFund - Trustee - BT Active Conservative managed fund is 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%).

The APIR code of the AMP - MultiFund - Trustee - BT Active Conservative managed fund is AMP0094AU.

AMP - MultiFund - Trustee - BT Active Conservative’s total return last month was -1.3%. This was made up of a growth return of -1.3% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

AMP - MultiFund - Trustee - BT Active Conservative’s total return for the last three months was -0.87%. This was made up of a growth return of -0.87% and an income return of 0%%. These returns were calculated as at 30 Sep 2023.

AMP - MultiFund - Trustee - BT Active Conservative’s one-year total return is 3.15%. This was made up of a growth return of 3.15% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

AMP - MultiFund - Trustee - BT Active Conservative’s one-year total return is -0.33%. This was made up of a growth return of -0.33% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

The asset allocation of the AMP - MultiFund - Trustee - BT Active Conservative managed fund is :

Australian Equities
11.50%
International Equities
24.05%
Cash
19.71%
Property & Infrastructure
4.43%
Fixed Interest
39.69%
Alternatives
0.62%

The Responsible Entity for the AMP - MultiFund - Trustee - BT Active Conservative managed fund is AMP Life Limited.

The AMP - MultiFund - Trustee - BT Active Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Nov 2016, the size of the AMP - MultiFund - Trustee - BT Active Conservative managed fund was $0.01 million.

The AMP - MultiFund - Trustee - BT Active Conservative managed fund has an inception date of 10 Apr 1995.

The current entry price of the AMP - MultiFund - Trustee - BT Active Conservative managed fund is $2.32163 per unit and the current exit price is $2.32163 per unit (as at 27 Oct 2023).

The current exit price of the AMP - MultiFund - Trustee - BT Active Conservative managed fund is $2.32163 per unit and the current entry price is $2.32163 per unit (as at 27 Oct 2023).

The minimum initial investment amount for the AMP - MultiFund - Trustee - BT Active Conservative managed fund is $10,000. Minimum additional investment 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.