AMP - SignatureSuper Allocated Pension - Specialist Diversified Fixed Income - 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 0.15 0.28 -0.17 0.78 1.73 1.99 - -
Growth return 0.15 0.28 -0.17 0.78 1.73 1.99 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus UBS Comp/BCGA TR Hdg AUD)

Total return 0.53 1 0.41 1.57 2.08 3.16 4.37 6.49

Asset Allocation (31 May 2018)

Australian Equities 0%
International Equities 0%
Cash 0.66%
Property 0%
Fixed Interest 99.34%
Alternatives 0%
Asset Allocation

General Information

AMP - SignatureSuper Allocated Pension - Specialist Diversified Fixed Income
AMP Superannuation Limited
Bonds - Global / Australia
starstarstar (as at 31 May 2018)
Allocated Pension
1 Jul 2014
$0.88 million (as at 30 Apr 2018)
$1.12303 (as at 15 Jun 2018)
$1.12303 (as at 15 Jun 2018)

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before taxes, above the performance of 60% of the Bloomberg AusBond Composite Bond All Maturities Index and 40% of the Barclays Global Aggregate Bond Index (hedged to Australian dollars) benchmarks, on a rolling three-year basis.
The strategy provides exposure to a diversified portfolio of Australian and international fixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency. Exposures are to managers who demonstrate competitive advantages, within the various investment styles used when investing in the Australian and international fixed income markets.

Offer information

Indirect Cost Ratio (ICR) 1.42% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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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