General Information

AMP SigSup AP-FD Conservative
AMP Superannuation Limited
AMP1081AU
Multisector Moderate
starstarstarstar (as at 31 Dec 2011)
Neutral
Not Rated
Retirement
1 Sep 2006
$32.57 million (as at 30 Nov 2016)
$2.09681 (as at 16 Jan 2017)
$2.09681 (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 1.06 0.61 2.11 3.61 3.58 4.93 6.48 4.18
Growth return 1.06 0.61 2.11 3.61 3.58 4.93 6.48 4.18
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG PaA Multisector Moderate Idx)

Total return 1.16 0.12 1.57 3.48 2.93 4.06 5.77 3.86

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return 1.39 0.28 1.64 5.28 4.8 6.08 7.63 5.25

Asset Allocation (31 Dec 2016)

Australian Equities 9.99%
International Equities 10.48%
Cash 25.65%
Property 4.27%
Fixed Interest 35.42%
Alternatives 14.19%
Asset Allocation

Objectives and Strategy

To provide moderate returns over the medium-term through a diversified portfolio, with a bias towards defensive assets such as cash and fixed interest.
To provide moderate returns over the medium term through a diversified portfolio, with a bias towards defensive assets such as cash and fixed interest.

Offer information

Indirect Cost Ratio (ICR) 1.21% (as at 1 Jul 2015)
Performance fee 0.15
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount $500.00

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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* Dates for historical returns vary from fund to fund