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  5. AMP SD PSP - Australian Equities Sect - Managed fund profile

AMP SD PSP - Australian Equities Sect - Managed Fund

Fund Objective
To provide a return (net of tax and investment management costs) that exceeds the return from the S&P/ASX 300 Accumulation Index (adjusted for tax) over a rolling 5-year period.
Fund Strategy
To invest solely in Australian equities, spreading the risk by investing in a range of company representative of different industries.

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 3.46% 5.23% 12.56% 13.29% 4.27% 6.96% 7.32% 6.5%
Growth return 3.46% 5.23% 12.56% 13.29% 4.27% 6.96% 7.32% 6.5%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP SD PSP - Australian Equities Sect
Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.93%
International Equities
4%
Cash
0.37%
Property
3.30%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
AMP SD PSP - Australian Equities Sect
NML0265AU
Equity Australia Large Blend
star (as at 31 Mar 2024)
Superannuation Fund
13 Sep 1999
$16.57 million (as at 29 Jul 2022)
$50.4093 (as at 31 Mar 2024)
$50.3594 (as at 31 Mar 2024)
Closed
Offer information
Type Description
Standard entry fee 5%
Indirect Cost Ratio (ICR) 2.37% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum additional investments $500.00

FAQs about the AMP SD PSP - Australian Equities Sect

The objective of the AMP SD PSP - Australian Equities Sect managed fund is To provide a return (net of tax and investment management costs) that exceeds the return from the S&P/ASX 300 Accumulation Index (adjusted for tax) over a rolling 5-year period.

The strategy of the AMP SD PSP - Australian Equities Sect managed fund is To invest solely in Australian equities, spreading the risk by investing in a range of company representative of different industries.

The APIR code of the AMP SD PSP - Australian Equities Sect managed fund is NML0265AU.

AMP SD PSP - Australian Equities Sect’s total return last month was 3.46%. This was made up of a growth return of 3.46% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP SD PSP - Australian Equities Sect’s total return for the last three months was 5.23%. This was made up of a growth return of 5.23% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP SD PSP - Australian Equities Sect’s one-year total return is 13.29%. This was made up of a growth return of 13.29% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP SD PSP - Australian Equities Sect’s one-year total return is 6.96%. This was made up of a growth return of 6.96% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AMP SD PSP - Australian Equities Sect managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The AMP SD PSP - Australian Equities Sect managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 29 Jul 2022, the size of the AMP SD PSP - Australian Equities Sect managed fund was $16.57 million.

The AMP SD PSP - Australian Equities Sect managed fund has an inception date of 13 Sep 1999.

The current entry price of the AMP SD PSP - Australian Equities Sect managed fund is $50.4093 per unit and the current exit price is $50.3594 per unit (as at 31 Mar 2024).

The current exit price of the AMP SD PSP - Australian Equities Sect managed fund is $50.3594 per unit and the current entry price is $50.4093 per unit (as at 31 Mar 2024).

The minimum initial investment amount for the AMP SD PSP - Australian Equities Sect managed fund is $1,000. Minimum additional investment is $500.

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.