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  5. AMP SD Bus - AMP MySuper 1960s - Managed fund profile

AMP SD Bus - AMP MySuper 1960s - Managed Fund (Closed)

Fund Objective
Aims to achieve a rate of return of 3.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested minimum investment timeframe.
Fund Strategy
The aim of this investment option is to provide long-term returns from both capital growth and income, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born in the 1960s. International investments may be partially or fully hedged back to Australian dollars. Subject to certain conditions, the underlying investments may use derivatives and engage in short selling.

Fund Performance Comparison

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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 1.37% -8.99% -5.81% -2.46% 1.54% 2.85% 3.47% -%
Growth return 1.37% -8.99% -5.81% -2.46% 1.54% 2.85% 3.47% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 30 Apr 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP SD Bus - AMP MySuper 1960s
Australian Equities
17.58%
International Equities
26.91%
Cash
7.39%
Property
3.20%
Fixed Interest
29.11%
Alternatives
15.81%
Average Allocation of Peers
Australian Equities
27.46%
International Equities
32.99%
Cash
6.66%
Property
6.79%
Fixed Interest
21.86%
Alternatives
4.24%

General Information

Fund Details
Type Description
AMP SD Bus - AMP MySuper 1960s
Closed
NMS0033AU
Multisector Life Stages ? 1960s
starstar (as at 30 Apr 2020)
Superannuation Fund
1 Jan 2014
$211.05 million (as at 30 Apr 2020)
$13.539 (as at 15 May 2020)
$13.539 (as at 15 May 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.97% (as at 30 Jun 2019)
Minimum initial investment
Minimum additional investments

FAQs about the AMP SD Bus - AMP MySuper 1960s

The objective of the AMP SD Bus - AMP MySuper 1960s managed fund is Aims to achieve a rate of return of 3.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested minimum investment timeframe.

The strategy of the AMP SD Bus - AMP MySuper 1960s managed fund is The aim of this investment option is to provide long-term returns from both capital growth and income, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born in the 1960s. International investments may be partially or fully hedged back to Australian dollars. Subject to certain conditions, the underlying investments may use derivatives and engage in short selling.

The APIR code of the AMP SD Bus - AMP MySuper 1960s managed fund is NMS0033AU.

AMP SD Bus - AMP MySuper 1960s’s total return last month was 1.37%. This was made up of a growth return of 1.37% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP SD Bus - AMP MySuper 1960s’s total return for the last three months was -8.99%. This was made up of a growth return of -8.99% and an income return of 0%%. These returns were calculated as at 30 Apr 2020.

AMP SD Bus - AMP MySuper 1960s’s one-year total return is -2.46%. This was made up of a growth return of -2.46% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP SD Bus - AMP MySuper 1960s’s one-year total return is 2.85%. This was made up of a growth return of 2.85% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

The asset allocation of the AMP SD Bus - AMP MySuper 1960s managed fund is :

Australian Equities
17.58%
International Equities
26.91%
Cash
7.39%
Property
3.20%
Fixed Interest
29.11%
Alternatives
15.81%

The AMP SD Bus - AMP MySuper 1960s managed fund belongs to the Multisector Life Stages ? 1960s sector/asset class.

As at 30 Apr 2020, the size of the AMP SD Bus - AMP MySuper 1960s managed fund was $211.05 million.

The AMP SD Bus - AMP MySuper 1960s managed fund has an inception date of 1 Jan 2014.

The current entry price of the AMP SD Bus - AMP MySuper 1960s managed fund is $13.539 per unit and the current exit price is $13.539 per unit (as at 15 May 2020).

The current exit price of the AMP SD Bus - AMP MySuper 1960s managed fund is $13.539 per unit and the current entry price is $13.539 per unit (as at 15 May 2020).

The minimum initial investment amount for the AMP SD Bus - AMP MySuper 1960s managed fund is $0. Minimum additional investment is $0.

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 can 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.