General Information

AMP SigSup-AFLPA MySuper Capital Stable
AMP Superannuation Limited
AMP1919AU
Multisector Balanced
starstarstar (as at 31 Mar 2017)
Superannuation Fund
1 Jan 2014
$0.29 million (as at 28 Feb 2017)
$1.20181 (as at 26 Apr 2017)
$1.20181 (as at 26 Apr 2017)

Fund performance (31 Mar 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 0.75 1.59 2.88 6.24 2.83 5.19 - -
Growth return 0.75 1.59 2.88 6.24 2.83 5.19 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus Msec Balanced TR AUD)

Total return 1.31 1.74 3.6 9.25 4.03 7.67 9.37 4.72

Asset Allocation (31 Mar 2017)

Australian Equities 14%
International Equities 18.76%
Cash 20.84%
Property 3.51%
Fixed Interest 33.21%
Alternatives 9.68%
Asset Allocation

Objectives and Strategy

Aims to achieve a rate of return of 2.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested investment timeframe.
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 before 1950. As capital stability is the priority of this investment option, it will hold mostly defensive assets such as fixed interest and cash. International investments may be partially or fully hedged back to Australian dollars.

Offer information

Minimum initial investment
Minimum additional investments

© 2017 Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. 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. DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.