General Information

AMP SigSup-AFLPA MySuper 1990s
AMP Superannuation Limited
AMP1924AU
Multisector Life Stages ? 1990s and later
starstarstarstar (as at 30 Jun 2017)
Superannuation Fund
1 Jan 2014
$39.02 million (as at 31 May 2017)
$1.3568 (as at 26 Jul 2017)
$1.3568 (as at 26 Jul 2017)

Fund performance (30 Jun 2017)

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 -0.34 1.81 4.55 12.07 7.27 8.57 - -
Growth return -0.34 1.81 4.55 12.07 7.27 8.57 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -1.35 0.94 3.3 11.6 7.09 9.63 13.88 4.74

Asset Allocation (30 Jun 2017)

Australian Equities 30.58%
International Equities 34.66%
Cash 11.40%
Property 7.03%
Fixed Interest 3.38%
Alternatives 12.95%
Asset Allocation

Objectives and Strategy

Aims to achieve a rate of return of 5.0% 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 primarily from capital growth but also with some 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 1990s. As its investors approach retirement, the asset allocation of the investment option will progressively shift, increasing the weight to defensive assets in order to preserve capital.

Offer information

Indirect Cost Ratio (ICR) 0.78% (as at 30 Jun 2016)
Minimum initial investment
Minimum additional investments

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