AMP - Multifund Flexible Income Plan - AMP Conservative - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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

{{ fund.fees * 100 | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.

Don't let high fees kill your returns

The {{ modelPortfolio.name }} portfolio has fair and transparent fees to help you keep more money in your pocket.

View our Fund

Don't let high fees kill your returns

Build a diversified portfolio to match your needs with our range of low cost investment options.

View our funds

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.37 2.83 4.94 5.48 5.54 4.36 4.23 5.26
Growth return 0.37 2.83 4.94 5.48 5.54 4.36 4.23 5.26
Income return 0 0 0 0 0 0 0 0
Market index (Morningstar Aus Msec Moderate TR AUD)
Total return 0.67 3.65 6.49 8.19 7.69 5.92 6.08 6.71
As as 31 Aug 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Multifund Flexible Income Plan - AMP Conservative
Australian Equities
10.74%
International Equities
17.78%
Cash
27.05%
Property
2.62%
Fixed Interest
41.81%
Alternatives
0%
Average Allocation of Peers
Australian Equities
12.13%
International Equities
12.01%
Cash
21.11%
Property
4.24%
Fixed Interest
43.71%
Alternatives
6.80%

General Information

Fund Details
Type Description
AMP - Multifund Flexible Income Plan - AMP Conservative
AMP Life Limited
AMP0471AU
Multisector Moderate
starstarstar (as at 31 Aug 2019)
Allocated Pension
5 Apr 1994
$20.51 million (as at 31 Jul 2019)
$3.83658 (as at 18 Sep 2019)
$3.83658 (as at 18 Sep 2019)
Fund Objective
The fund seeks to provide returns greater than those from cash over the short to medium-term through a diversified portfolio, with a core of cash and fixed interest and some exposure to shares and property.
Fund Strategy
Investors seeking stability of capital and who are prepared to accept lower returns to achieve this objective. Returns are primarily from income as well as some capital growth over the short to medium-term, achieved by investing mainly in defensive assets with some exposure to growth assets. A low level of volatility can be expected from time to time.
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.30% (as at 30 Jun 2016)
Minimum initial investment

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%^.

Compare your fund
Underperforming
81%^

Underperform the industry standard benchmarks

Compare your fund

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%