AMP MFIP-FD Moderately Conservative - Managed Fund
General Information
| AMP MFIP-FD Moderately Conservative | |
| AMP Life Limited | |
| AMP0710AU | |
| Multisector Balanced | |
 (as at 31 Aug 2017) |
|
| Allocated Pension | |
| 1 Jan 2004 | |
| $8.75 million (as at 31 Jul 2017) | |
| $2.1488 (as at 21 Sep 2017) | |
| $2.1488 (as at 21 Sep 2017) |
Fund performance (31 Aug 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 | 0.45 | 0.08 | 2.45 | 4.81 | 4.19 | 4.64 | 6.9 | 3.15 |
| Growth return | 0.45 | 0.08 | 2.45 | 4.81 | 4.19 | 4.64 | 6.9 | 3.15 |
| Income return | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
|
Market index (Morningstar Aus Msec Balanced TR AUD) |
||||||||
| Total return | 0.56 | -0.61 | 2.45 | 4.36 | 5.35 | 6.38 | 8.99 | 4.45 |
Fund Performance Comparison
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Asset Allocation (31 Aug 2017)
| Australian Equities | 18.48% |
| International Equities | 22.25% |
| Cash | 6.10% |
| Property | 4.70% |
| Fixed Interest | 30.75% |
| Alternatives | 17.72% |
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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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