General Information

AMP SigSup AP-AMP Balanced Growth
AMP Superannuation Limited
AMP1130AU
Multisector Growth
starstarstarstar (as at 31 Jan 2015)
n/a
Not Rated
Retirement
30 Aug 2007
$16.29 million (as at 30 Nov 2016)
$1.43858 (as at 20 Jan 2017)
$1.43858 (as at 20 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 2.66 2.84 4.91 4.89 5.68 6.82 10.77 -
Growth return 2.66 2.84 4.91 4.89 5.68 6.82 10.77 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG PaA Multisector Growth Idx)

Total return 2.74 2.61 5.55 6.47 5.02 6.04 9.69 3.85

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 28.91%
International Equities 32.43%
Cash 12.82%
Property 8.34%
Fixed Interest 17.49%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.
To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.

Offer information

Indirect Cost Ratio (ICR) 1.31% (as at 1 Jul 2015)
Performance fee 0.02
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount $500.00

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* Dates for historical returns vary from fund to fund