General Information

AMP MFIP-FD Growth
AMP Life Limited
AMP0582AU
Multisector Aggressive
starstarstar (as at 30 Jun 2017)
Allocated Pension
1 Jan 2004
$2.65 million (as at 31 May 2017)
$2.64181 (as at 26 Jul 2017)
$2.64181 (as at 26 Jul 2017)

Fund performance (30 Jun 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return -0.28 1.65 4.12 12.21 5.66 7.76 11.39 3.45
Growth return -0.28 1.65 4.12 12.21 5.66 7.76 11.39 3.45
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -1.35 0.94 3.3 11.6 7.09 9.63 13.88 4.74

Asset Allocation (30 Jun 2017)

Australian Equities 30.19%
International Equities 38.27%
Cash 5.40%
Property 4.88%
Fixed Interest 8.31%
Alternatives 12.95%
Asset Allocation

Objectives and Strategy

The portfolio aims to achieve a rate of return above inflation after costs over a five to seven-year period.
To provide high returns over the long term through a diversified portfolio investing mostly in shares with some exposure to property, fixed interest and alternative assets.

Offer information

Indirect Cost Ratio (ICR) 0.90% (as at 30 Jun 2016)
Performance fee 0.08
Minimum initial investment

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