General Information

AMP SigSup-AFLPA MySuper 1960s
AMP Superannuation Limited
AMP1921AU
Multisector Life Stages ? 1960s
Not Rated
n/a
Not Rated
Superannuation
1 Jan 2014
$9.05 million (as at 30 Nov 2016)
$1.23191 (as at 16 Jan 2017)
$1.23191 (as at 16 Jan 2017)

Fund performance (31 Dec 2016)

NOTE : returns for periods greater than 1 year are annualised
  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 2.03 2.38 4.98 6.41 5.81 - - -
Growth return 2.03 2.38 4.98 6.41 5.81 - - -
Income return 0 0 0 0 0 - - -

Morningstar index (Mstar PG Sup MS LS 1960s)

Total return 1.95 1.49 3.67 5.7 5.06 6.23 9.31 -

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 3.15 3.04 5.48 7.93 7.02 8.24 12.18 5.01

Asset Allocation (31 Dec 2016)

Australian Equities 21.15%
International Equities 23.90%
Cash 16.37%
Property 5.20%
Fixed Interest 18.86%
Alternatives 14.52%
Asset Allocation

Objectives and Strategy

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 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.

Offer information

Indirect Cost Ratio (ICR) 0.78% (as at 1 Jul 2015)
Minimum initial investment
Minimum additional investments

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund