AMP MFIP-FD Moderately Conservative - Managed Fund
General Information
| AMP MFIP-FD Moderately Conservative | |
| AMP Life Limited | |
| AMP0710AU | |
| Multisector Balanced | |
 (as at 31 Mar 2018) |
|
| Allocated Pension | |
| 1 Jan 2004 | |
| $8.46 million (as at 28 Feb 2018) | |
| $2.21071 (as at 17 Apr 2018) | |
| $2.21071 (as at 17 Apr 2018) |
Fund performance (31 Mar 2018)
| 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 | -0.91 | -1.01 | 1.98 | 3.99 | 5.63 | 2.87 | 5.89 | 4.03 |
| Growth return | -0.91 | -1.01 | 1.98 | 3.99 | 5.63 | 2.87 | 5.89 | 4.03 |
| Income return | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
|
Market index (Morningstar Aus Msec Balanced TR AUD) |
||||||||
| Total return | -0.67 | -0.77 | 3.1 | 5.1 | 7.14 | 4.37 | 7.97 | 5.75 |
Fund Performance Comparison
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|---|---|---|---|---|
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Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ fund.benchmark.name }}
Asset Allocation (31 Mar 2018)
| Australian Equities | 15.40% |
| International Equities | 23.74% |
| Cash | 11.38% |
| Property | 4.59% |
| Fixed Interest | 28.09% |
| Alternatives | 16.79% |
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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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