General Information

AMP SigSup-Aus Post MySuper 1970s
AMP Superannuation Limited
AMP1928AU
Multisector Life Stages ? 1970s
starstarstarstarstar (as at 31 Jan 2017)
Superannuation Fund
1 Jan 2014
$42.49 million (as at 28 Feb 2017)
$1.32288 (as at 21 Mar 2017)
$1.32288 (as at 21 Mar 2017)

Fund performance (28 Feb 2017)

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 1.4 3.98 5.01 13.26 5.2 8.15 - -
Growth return 1.4 3.98 5.01 13.26 5.2 8.15 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 1.76 4.2 4.59 14.64 4.24 8.89 13.15 4.82

Asset Allocation (28 Feb 2017)

Australian Equities 29.21%
International Equities 34.05%
Cash 12.95%
Property 3.55%
Fixed Interest 4.12%
Alternatives 16.12%
Asset Allocation

Objectives and Strategy

Aims to achieve a rate of return of 4.5% above the Consumer Price Index, after fees and superannuation tax, over the suggested minimum investment timeframe
The aim of this investment option is to provide long-term returns primarily from capital growth but also with some income, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born in the 1970s. As its investors approach retirement, the asset allocation will progressively shift, increasing the weight to defensive assets in order to preserve capital.

Offer information

Indirect Cost Ratio (ICR) 0.55% (as at 1 Jan 2015)
Minimum initial investment
Minimum additional investments

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* Dates for historical returns vary from fund to fund