AMP - SignatureSuper - AMP MySuper 1970s - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 1.25 3.53 2.8 9.36 10.37 7.59 - -
Growth return 1.25 3.53 2.8 9.36 10.37 7.59 - -
Income return 0 0 0 0 0 0 - -
Market index (Morningstar Aus Msec Aggressive TR AUD)
Total return 2.41 6.21 4.72 12.74 12.18 8.95 11.65 7.77
As as 30 Jun 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

International Equities
35.27%
Australian Equities
28.85%
Alternatives
17.78%
Property
6.95%
Cash
6.47%
Fixed Interest
4.68%

General Information

Fund Details
Type Description
AMP - SignatureSuper - AMP MySuper 1970s
AMP Superannuation Limited
AMP1889AU
Multisector Life Stages ? 1970s
starstarstarstar (as at 30 Jun 2018)
Superannuation Fund
1 Jan 2014
$1644.21 million (as at 30 Apr 2018)
$1.46967 (as at 12 Jul 2018)
$1.46967 (as at 12 Jul 2018)
Fund Objective
Aims to achieve a rate of return of 4.5% above the Consumer Price Index, after fees and superannuation tax, over the suggested investment timeframe.
Fund Strategy
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 1970s.
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.66% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

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.

Data shown on this website is sourced by Morningstar
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How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%.

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76%

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Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.36%
InvestSMART International Equities 11.46%
Intelligent Investor Equity Growth 11.28%
InvestSMART Australian Small Companies Fund 10.65%
InvestSMART Core Growth 7.81%
InvestSMART Diversified Property and Infrastructure 5.31%
InvestSMART Diversified Income 4.50%
InvestSMART Hybrid Income 3.81%
InvestSMART Interest Income 2.13%

* Returns p.a. since inception after investment & admin fees

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