AMP - MultiFund - Trustee - Invesco Protected Growth - Managed Fund

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.

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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 0.62 1.57 2.97 6.65 3.82 2.48 2.75 -
Growth return 0.62 1.57 2.97 6.65 3.82 2.48 2.75 -
Income return 0 0 0 0 0 0 0 -
Market index (Morningstar Aus Msec Moderate TR AUD)
Total return 1.14 2.81 4.3 7.18 4.8 5.32 6.17 5.88
As as 30 Nov 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Cash
74%
Fixed Interest
10%
Australian Equities
7%
International Equities
5%
Property
4%

General Information

Fund Details
Type Description
AMP - MultiFund - Trustee - Invesco Protected Growth
Closed
AMP Life Limited
AMP0082AU
Multisector Moderate
Not Rated
Superannuation Fund
10 Apr 1995
$0 million (as at 31 Oct 2005)
n/a
$1.5537 (as at 22 Dec 2004)
Fund Objective
To participate in the potentially higher returns from growth assets such as shares over medium- to longer-term while protecting the value of the capital invested so as to avoid a negative return over any full financial year.
Fund Strategy
Invests in a substantial level of fixed interest with some exposure to growth assets, through the County Superannuation Corporate Trust-June Protected Growth Fund. Investment strategy range: growth investments 0-50%, interest-bearing investments 50-100%. Maximum range for shares is 50%.
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.71% (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 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 12.60%
Intelligent Investor Equity Growth 12.50%
Intelligent Investor Equity Income 11.80%
InvestSMART Australian Small Companies Fund 10.15%
InvestSMART High Growth 9.51%
InvestSMART Core Growth 8.38%
InvestSMART Balanced 6.52%
InvestSMART Diversified Property and Infrastructure 5.75%
InvestSMART Hybrid Income 5.03%
InvestSMART Diversified Income 4.82%
InvestSMART Interest Income 2.29%

* Returns p.a. since inception after investment & admin fees

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