AMP SignatureSuper - Australian Post MySuper 1970s - Managed Fund

Your data is being crunched

Fund Performance Comparison

This fund is benchmarked against the {{ }} index.

This fund's fees are: {{ mer | percentage:2 }}

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

Fee comparison

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

{{ }} Average
Benchmark* Peers Fees InvestSMART's Fees
{{ fund.mer / 100 | percentage:2 }} N/A {{ fund.benchmark.peers.mer | percentage:2 }} {{ fund.model.mer | percentage:2 }}

* 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 0.14 0.89 1.95 8.1 9.47 6.94 - -
Growth return 0.14 0.89 1.95 8.1 9.47 6.94 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 0.81 2.08 2.24 8.71 9.59 6.87 11.06 6.73

Asset Allocation (31 May 2018)

Australian Equities 28.35%
International Equities 38.18%
Cash 7.66%
Property 4.31%
Fixed Interest 4.37%
Alternatives 17.12%
Asset Allocation

General Information

AMP SignatureSuper - Australian Post MySuper 1970s
AMP Superannuation Limited
Multisector Life Stages ? 1970s
starstarstarstarstar (as at 31 May 2018)
Superannuation Fund
1 Jan 2014
$63.94 million (as at 30 Apr 2018)
$1.49378 (as at 15 Jun 2018)
$1.49378 (as at 15 Jun 2018)

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) 1.17% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

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
© 2017 Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. 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.