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  5. AMP SD PSP - Secure Growth - Managed fund profile

AMP SD PSP - Secure Growth - Managed Fund

Fund Objective
To provide modest growth in investment over the medium term with some fluctuations in value likely. To obtain a rate of return net of investment tax and investment management costs that is consistently greater than the inflation rate by 2.5% pa over the short to medium term.
Fund Strategy
To invest in a diversified mix of growth and defensive assets. Growth assets To invest in a diversified mix of growth and defensive assets. Growth assets such as equities and property will have a benchmark allocation of 50% with such as equities and property will have a benchmark allocation of 50% with the balance in defensive assets such as cash and fixed interest.

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 1.99% 3.73% 9.09% 9.67% 3.04% 3.01% 3.57% 3.82%
Growth return 1.99% 3.73% 9.09% 9.67% 3.04% 3.01% 3.57% 3.82%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP SD PSP - Secure Growth
Australian Equities
23.96%
International Equities
23.41%
Cash
22.05%
Property
0.03%
Fixed Interest
27.84%
Alternatives
2.71%
Average Allocation of Peers
Australian Equities
5.13%
International Equities
4.74%
Cash
17.11%
Property
0.56%
Fixed Interest
72.09%
Alternatives
0.37%

General Information

Fund Details
Type Description
AMP SD PSP - Secure Growth
NML0267AU
Reserve Backed
starstarstarstar (as at 31 Mar 2024)
Superannuation Fund
13 Sep 1999
$29.7 million (as at 29 Jul 2022)
$26.8476 (as at 31 Mar 2024)
$26.8102 (as at 31 Mar 2024)
Closed
Offer information
Type Description
Standard entry fee 5%
Indirect Cost Ratio (ICR) 2.22% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum additional investments $500.00

FAQs about the AMP SD PSP - Secure Growth

The objective of the AMP SD PSP - Secure Growth managed fund is To provide modest growth in investment over the medium term with some fluctuations in value likely. To obtain a rate of return net of investment tax and investment management costs that is consistently greater than the inflation rate by 2.5% pa over the short to medium term.

The strategy of the AMP SD PSP - Secure Growth managed fund is To invest in a diversified mix of growth and defensive assets. Growth assets To invest in a diversified mix of growth and defensive assets. Growth assets such as equities and property will have a benchmark allocation of 50% with such as equities and property will have a benchmark allocation of 50% with the balance in defensive assets such as cash and fixed interest.

The APIR code of the AMP SD PSP - Secure Growth managed fund is NML0267AU.

AMP SD PSP - Secure Growth’s total return last month was 1.99%. This was made up of a growth return of 1.99% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP SD PSP - Secure Growth’s total return for the last three months was 3.73%. This was made up of a growth return of 3.73% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP SD PSP - Secure Growth’s one-year total return is 9.67%. This was made up of a growth return of 9.67% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP SD PSP - Secure Growth’s one-year total return is 3.01%. This was made up of a growth return of 3.01% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AMP SD PSP - Secure Growth managed fund is :

Australian Equities
23.96%
International Equities
23.41%
Cash
22.05%
Property
0.03%
Fixed Interest
27.84%
Alternatives
2.71%

The AMP SD PSP - Secure Growth managed fund belongs to the Reserve Backed sector/asset class.

As at 29 Jul 2022, the size of the AMP SD PSP - Secure Growth managed fund was $29.7 million.

The AMP SD PSP - Secure Growth managed fund has an inception date of 13 Sep 1999.

The current entry price of the AMP SD PSP - Secure Growth managed fund is $26.8476 per unit and the current exit price is $26.8102 per unit (as at 31 Mar 2024).

The current exit price of the AMP SD PSP - Secure Growth managed fund is $26.8102 per unit and the current entry price is $26.8476 per unit (as at 31 Mar 2024).

The minimum initial investment amount for the AMP SD PSP - Secure Growth 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.