General Information

AMP SigSup-AMP MySuper 1970s
AMP Superannuation Limited
AMP1889AU
Multisector Life Stages ? 1970s
Not Rated
n/a
Not Rated
Superannuation
1 Jan 2014
$1243.6 million (as at 30 Nov 2016)
$1.28572 (as at 16 Jan 2017)
$1.28572 (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 2.72 3.41 6.77 7.24 6.94 - - -
Growth return 2.72 3.41 6.77 7.24 6.94 - - -
Income return 0 0 0 0 0 - - -

Morningstar index (Mstar PG Sup MS LS 1970s)

Total return 2.53 2.42 5.23 6.93 6.31 7.55 10.89 -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 3.98 4.99 8.03 9.25 8.52 9.41 14.34 5.01

Asset Allocation (31 Dec 2016)

Australian Equities 29.62%
International Equities 34.49%
Cash 10.20%
Property 3.70%
Fixed Interest 4.78%
Alternatives 17.20%
Asset Allocation

Objectives and Strategy

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.
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

Indirect Cost Ratio (ICR) 1.04% (as at 1 Jul 2015)
Performance fee 0.24
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