Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
The {{ modelPortfolio.name }} portfolio has fair and transparent fees to help you keep more money in your pocket.
Build a diversified portfolio to match your needs with our range of low cost investment options.
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | -1.09 | -5 | -3.75 | -2.6 | 1.98 | 2.71 | 3.78 | 5.84 |
| Growth return | -1.09 | -5 | -3.75 | -2.6 | 1.98 | 2.71 | 3.78 | 5.84 |
| Income return | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
|
Market index (Morningstar Aus Msec Balanced TR AUD)
|
||||||||
| Total return | -0.6 | -4.15 | -1.84 | 1.34 | 4.48 | 5.2 | 6.19 | 7.47 |
| Type | Description |
| AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative | |
| AMP Life Limited | |
| AMP0710AU | |
| Multisector Balanced | |
 (as at 31 Dec 2018) |
|
| Allocated Pension | |
| 1 Jan 2004 | |
| $7.47 million (as at 30 Nov 2018) | |
| $2.19836 (as at 17 Jan 2019) | |
| $2.19836 (as at 17 Jan 2019) |
| Type | Description |
| Indirect Cost Ratio (ICR) | 0.74% (as at 30 Jun 2016) |
| Performance fee (not included in ICR) | 0.04 |
| 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.
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%*.
Compare your fund
Underperform the industry standard benchmarks
*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.
| Returns Since Inception * | |
|---|---|
| InvestSMART International Equities | 8.47% |
| Intelligent Investor Equity Income | 7.51% |
| Intelligent Investor Equity Growth | 6.77% |
| InvestSMART High Growth | 6.24% |
| InvestSMART Core Growth | 5.88% |
| InvestSMART Balanced | 4.70% |
| InvestSMART Hybrid Income | 4.30% |
| InvestSMART Diversified Property and Infrastructure | 3.87% |
| InvestSMART Diversified Income | 3.67% |
| InvestSMART Interest Income | 2.44% |
| InvestSMART Australian Small Companies Fund | 2.38% |
* Returns p.a. since inception after investment & admin fees
A text message with your verification code was just sent to {{user.DayPhone}}
We cannot send you a code via SMS to {{user.DayPhone}}
We'll send you a text message with a verification code to start your free trial.
Login or to reset your password, select Forgotten password
We have sent you an email with the details of your registration.
Looks you are already a member. Please enter your password to proceed
Please make sure your payment details are up to date to continue your membership.
Having trouble renewing?
Please contact Member Services on support@investsmart.com.au or 1300 880 160
It may take a few minutes to update your subscription details, during this time you will not be able to view locked content.
If you are still having trouble viewing content after 10 minutes, try logging out of your account and logging back in.
Still having trouble viewing content?
Please contact Member Services on support@investsmart.com.au or 1300 880 160
{{ upgradeCTAText }}
Registration for this event is available only to members. View our payment options for more information.
Want to track how your managed fund is performing every month?
