AMP - SignatureSuper Allocated Pension - AMP Conservative - Managed Fund

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Fund Performance Comparison

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Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ }}

Fee comparison

NOTE: Over the long term, higher fees lead to lower returns

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Benchmark* Peers Fees InvestSMART's Fees
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* A benchmark is an arbitary calculation that does not have any fees. Hence why in the long term the majority of fund managers underperform their benchmark by the cost of their fees. InvestSMART provides low cost funds that track their benchmark.

Fund performance (31 May 2018)

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 0.55 1.17 0.91 3.87 4.05 3.26 5.03 4.69
Growth return 0.55 1.17 0.91 3.87 4.05 3.26 5.03 4.69
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return 0.62 1.45 1.16 3.95 4.3 4.15 5.89 5.62

Asset Allocation (31 May 2018)

Australian Equities 9.81%
International Equities 13.49%
Cash 30.95%
Property 5.32%
Fixed Interest 39.42%
Alternatives 1%
Asset Allocation

General Information

AMP - SignatureSuper Allocated Pension - AMP Conservative
AMP Superannuation Limited
Multisector Moderate
starstarstarstar (as at 31 May 2018)
Allocated Pension
30 Aug 2007
$3.14 million (as at 30 Apr 2018)
$1.58035 (as at 19 Jun 2018)
$1.58035 (as at 19 Jun 2018)

Objectives and Strategy

The fund seeks to provide returns greater than those from cash over the short to medium-term through a diversified portfolio, with a core of cash and fixed interest and some exposure to shares and property.
Investors seeking stability of capital and who are prepared to accept lower returns to achieve this objective. Returns are primarily from income as well as some capital growth over the short to medium-term, achieved by investing mainly in defensive assets with some exposure to growth assets. A low level of volatility can be expected from time to time.

Offer information

Indirect Cost Ratio (ICR) 1.43% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount $500.00

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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