AMP - Multifund Flexible Income Plan - AMP Secure Growth - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 0.39 1.15 2.27 4.59 4.7 4.99 4.95 3.91
Growth return - - - - - - - -
Income return - - - - - - - -
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 0.09 1.46 2.36 3.01 0.71 2.86 3.89 5.43
As as 31 Jul 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Cash
100%

General Information

Fund Details
Type Description
AMP - Multifund Flexible Income Plan - AMP Secure Growth
AMP Life Limited
AMP0765AU
Reserve Backed
starstarstarstarstar (as at 31 Mar 2017)
Allocated Pension
1 Feb 1999
$18.32 million (as at 30 Jun 2018)
n/a
n/a
Fund Objective
To provide longer term returns between those expected from cash and a market linked fund with the same asset backing, but with less variability of returns than would be expected from such a fund with its exposure to growth assets.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 0% Fixed Interest (50-90%), 0% Listed Property (0-10%), 0% Direct Property (0-10%), 0% International Shares (0-10%) and 0% Australian Shares (0-10%).
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 0.38% (as at 30 Jun 2016)
Performance fee (not included in ICR) 0.08
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 5,312 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 *
Intelligent Investor Equity Income 12.16%
InvestSMART International Equities 11.86%
Intelligent Investor Equity Growth 11.34%
InvestSMART Australian Small Companies Fund 9.42%
InvestSMART High Growth 8.98%
InvestSMART Core Growth 8.00%
InvestSMART Balanced 6.18%
InvestSMART Diversified Property and Infrastructure 5.19%
InvestSMART Diversified Income 4.58%
InvestSMART Hybrid Income 4.43%
InvestSMART Interest Income 2.12%

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

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