AMP MFIP-FD Moderately Conservative - Managed Fund
General Information
| AMP MFIP-FD Moderately Conservative | |
| AMP Life Limited | |
| AMP0710AU | |
| Multisector Balanced | |
 (as at 30 Jun 2017) |
|
| Allocated Pension | |
| 1 Jan 2004 | |
| $8.99 million (as at 31 May 2017) | |
| $2.14085 (as at 20 Jul 2017) | |
| $2.14085 (as at 20 Jul 2017) |
Fund performance (30 Jun 2017)
| 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 | 1.11 | 2.77 | 6.77 | 3.86 | 5.11 | 7.29 | 3.16 |
| Growth return | -0.28 | 1.11 | 2.77 | 6.77 | 3.86 | 5.11 | 7.29 | 3.16 |
| Income return | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
|
Market index (Morningstar Aus Msec Balanced TR AUD) |
||||||||
| Total return | -0.98 | 0.81 | 2.57 | 6.51 | 5.54 | 7.11 | 9.6 | 4.54 |
Asset Allocation (30 Jun 2017)
| Australian Equities | 18.44% |
| International Equities | 21.90% |
| Cash | 9.61% |
| Property | 4.67% |
| Fixed Interest | 27.51% |
| Alternatives | 17.86% |
|
Asset Allocation
|
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Objectives and Strategy
| The portfolio aims to achieve a rate of return above inflation after costs over a three to five-year period. | |
| To provide moderate returns over the medium term through a diversified portfolio of assets such as fixed interest, shares, property and alternative assets. |
Offer information
| Indirect Cost Ratio (ICR) | 0.74% (as at 30 Jun 2016) |
| Performance fee | 0.04 |
| Minimum initial investment |
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