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AMP - SignatureSuper Allocated Pension - AMP Moderate Growth - Managed Fund (Closed)

Fund Objective
To provide returns greater than those from cash or fixed interest over the medium to long-term through a diversified portfolio of cash, fixed interest, shares and property.
Fund Strategy
Investors seeking to achieve moderate returns from a balance of income and capital growth over the medium to long-term by investing in a diversified mix of growth and defensive assets. Capital stability is still a priority, however, investors are willing to accept some risk and low levels of volatility to achieve these returns.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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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 -1.24% -0.64% 1.24% -2.93% 1.22% 2.22% 3.61% 5.34%
Growth return -1.24% -0.64% 1.24% -2.93% 1.22% 2.22% 3.61% 5.34%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.19% 3.31% 8.38% 11.09% 13.93% 10.07% 6.83% 6.33%
As at 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - AMP Moderate Growth
Australian Equities
18.03%
International Equities
25.52%
Cash
11.24%
Property & Infrastructure
6.06%
Fixed Interest
28.67%
Alternatives
10.49%
Average Allocation of Peers
Australian Equities
16.51%
International Equities
28.73%
Cash
7.53%
Property & Infrastructure
3.74%
Fixed Interest
35.56%
Alternatives
7.94%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - AMP Moderate Growth
Closed
AMP1135AU
Multisector Balanced
starstarstar (as at 28 Feb 2023)
Allocated Pension
30 Aug 2007
$35.58 million (as at 28 Feb 2023)
$1.95005 (as at 24 Mar 2023)
$1.95005 (as at 24 Mar 2023)
Finalised
Offer information
Type Description
MER 0.75% (as at 1 Jul 2023)
Indirect Cost Ratio (ICR) 0.56% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0.06
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00
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FAQs about the AMP - SignatureSuper Allocated Pension - AMP Moderate Growth

The objective of the AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund is To provide returns greater than those from cash or fixed interest over the medium to long-term through a diversified portfolio of cash, fixed interest, shares and property.

The strategy of the AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund is Investors seeking to achieve moderate returns from a balance of income and capital growth over the medium to long-term by investing in a diversified mix of growth and defensive assets. Capital stability is still a priority, however, investors are willing to accept some risk and low levels of volatility to achieve these returns.

The APIR code of the AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund is AMP1135AU.

AMP - SignatureSuper Allocated Pension - AMP Moderate Growth’s total return last month was -1.24%. This was made up of a growth return of -1.24% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

AMP - SignatureSuper Allocated Pension - AMP Moderate Growth’s total return for the last three months was -0.64%. This was made up of a growth return of -0.64% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

AMP - SignatureSuper Allocated Pension - AMP Moderate Growth’s one-year total return is -2.93%. This was made up of a growth return of -2.93% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

AMP - SignatureSuper Allocated Pension - AMP Moderate Growth’s one-year total return is 2.22%. This was made up of a growth return of 2.22% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund is :

Australian Equities
18.03%
International Equities
25.52%
Cash
11.24%
Property & Infrastructure
6.06%
Fixed Interest
28.67%
Alternatives
10.49%

The AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund belongs to the Multisector Balanced sector/asset class.

As at 28 Feb 2023, the size of the AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund was $35.58 million.

The AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund has an inception date of 30 Aug 2007.

The current entry price of the AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund is $1.95005 per unit and the current exit price is $1.95005 per unit (as at 24 Mar 2023).

The current exit price of the AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund is $1.95005 per unit and the current entry price is $1.95005 per unit (as at 24 Mar 2023).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - AMP Moderate Growth managed fund is $0. Minimum additional investment is $0.

Fund data sourced from Morningstar. 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. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.