Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ fund.benchmark.name }}
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| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | 0.5 | 2.04 | 2.73 | 6.23 | 5.52 | 4.87 | 5.71 | 4.47 |
| Growth return | 0.5 | 2.04 | 2.73 | 6.23 | 5.52 | 4.87 | 5.71 | 4.47 |
| Income return | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
|
Market index (Morningstar Aus Msec Balanced TR AUD)
|
||||||||
| Total return | 1.7 | 4.38 | 6.19 | 11.08 | 7.67 | 7.23 | 8.14 | 6.48 |
| Type | Description |
| AMP - Multifund Flexible Income Plan - Future Directions Moderately Conservative | |
| AMP Life Limited | |
| AMP0710AU | |
| Multisector Balanced | |
 (as at 31 Aug 2018) |
|
| Allocated Pension | |
| 1 Jan 2004 | |
| $8.13 million (as at 31 Aug 2018) | |
| $2.27167 (as at 21 Sep 2018) | |
| $2.27167 (as at 21 Sep 2018) |
| 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%*.
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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 | 12.60% |
| Intelligent Investor Equity Growth | 12.50% |
| Intelligent Investor Equity Income | 11.80% |
| InvestSMART Australian Small Companies Fund | 10.15% |
| InvestSMART High Growth | 9.51% |
| InvestSMART Core Growth | 8.38% |
| InvestSMART Balanced | 6.52% |
| InvestSMART Diversified Property and Infrastructure | 5.75% |
| InvestSMART Hybrid Income | 5.03% |
| InvestSMART Diversified Income | 4.82% |
| InvestSMART Interest Income | 2.29% |
* Returns p.a. since inception after investment & admin fees
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