AMP - Retirement Bond - Multi-manager High Growth - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.68 5.1 8.92 16.47 7.8 10.05 7.74 8.18
Growth return 2.68 5.1 8.92 16.47 7.8 10.05 7.74 8.18
Income return 0 0 0 0 0 0 0 0
Market index (Morningstar Aus Msec Aggressive TR AUD)
Total return 3.41 5.14 11.3 22.39 11.64 12.97 10.8 10.26
As as 30 Nov 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Retirement Bond - Multi-manager High Growth
Australian Equities
37.89%
International Equities
48.45%
Cash
3.51%
Property
4.26%
Alternatives
5.89%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.60%
International Equities
44.86%
Cash
4.32%
Property
5.14%
Alternatives
5.54%
Fixed Interest
5.54%

General Information

Fund Details
Type Description
AMP - Retirement Bond - Multi-manager High Growth
National Mutual Life Assoc of Aus Ltd
NML0546AU
Multisector Aggressive
starstarstar (as at 31 Oct 2019)
Superannuation Fund
16 Feb 2004
$0.01 million (as at 31 Oct 2019)
$23.102 (as at 30 Nov 2019)
$23.0187 (as at 30 Nov 2019)
Fund Objective
To provide a return (net of investment tax and investment management costs) over a rolling 5 year period, that exceeds the return from published benchmarks for each asset class1 and is competitive with comparable funds that have similar risk characteristics and allocation to growth assets of 95% to 100%.
Fund Strategy
To invest in a diversified mix of growth assets such as equities and property. Growth assets will have a benchmark allocation of 100%, although up to 5% may be invested in defensive assets such as cash and fixed interest. To invest using a range of complementary specialist investment managers.
Offer information
Type Description
Standard entry fee 5%
Indirect Cost Ratio (ICR) 2.24% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum redemption amount $1,000.00

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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%