AMP - MultiFund - Trustee - Invesco Growth - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 1.96 5.55 8.94 20.15 10.48 3.34 3.45 -
Growth return 1.96 5.55 8.94 20.15 10.48 3.34 3.45 -
Income return 0 0 0 0 0 0 0 -
Market index (Morningstar Aus Msec Growth TR AUD)
Total return -0.06 5.21 8.52 8.95 11.42 9.43 8.84 9.02
As as 30 Nov 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - MultiFund - Trustee - Invesco Growth
Australian Equities
40%
International Equities
27%
Cash
5%
Property
10%
Fixed Interest
18%
Alternatives
0%
Average Allocation of Peers
Australian Equities
28.88%
International Equities
29.75%
Cash
7.80%
Property
6.76%
Fixed Interest
20.59%
Alternatives
6.21%

General Information

Fund Details
Type Description
AMP - MultiFund - Trustee - Invesco Growth
Closed
AMP Life Limited
AMP0081AU
Multisector Growth
Not Rated
Superannuation Fund
10 Apr 1995
$0 million (as at 31 Oct 2005)
n/a
$1.8972 (as at 22 Dec 2004)
Fund Objective
To achieve medium/high investment returns, relative to the rate of inflation, over the medium- to long-term with moderate volatility and a medium/low level of capital stability.
Fund Strategy
Invests in a diversified portfolio of quality investments, through the County Superannuation Corporate Trust-Growth Fund. Investment strategy range (with benchmarks in brackets): growth investments 40-85% (75%), interest-bearing investments 15-60% (25%). Maximum range for shares is 85%.
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.76% (as at 30 Jun 2012)

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.25%
InvestSMART High Growth 9.13%
Intelligent Investor Equity Growth 8.98%
InvestSMART Diversified Property and Infrastructure 8.67%
Intelligent Investor Equity Income 8.64%
InvestSMART Growth 8.42%
InvestSMART Balanced 6.84%
InvestSMART Conservative 5.41%
InvestSMART Hybrid Income 5.37%
Intelligent Investor Australian Small Companies Fund 5.27%
InvestSMART Interest Income 3.90%