AMP - SignatureSuper - Australian Post MySuper 1980s - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 1.19 2.76 3.05 11.75 10.44 7.75 - -
Growth return 1.19 2.76 3.05 11.75 10.44 7.75 - -
Income return 0 0 0 0 0 0 - -
Market index (Morningstar Aus Msec Aggressive TR AUD)
Total return 1.69 4.98 6.01 15.42 11.1 7.86 10.9 8.18
As as 31 Jul 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

International Equities
36.93%
Australian Equities
30.21%
Alternatives
17.36%
Property
6.86%
Cash
5.37%
Fixed Interest
3.27%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Australian Post MySuper 1980s
AMP Superannuation Limited
AMP1929AU
Multisector Life Stages ? 1980s
starstarstarstarstar (as at 31 Jul 2018)
Superannuation Fund
1 Jan 2014
$56.32 million (as at 30 Jun 2018)
$1.52493 (as at 14 Aug 2018)
$1.52493 (as at 14 Aug 2018)
Fund Objective
Aims to achieve a rate of return of 5.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested minimum investment timeframe.
Fund Strategy
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
Type Description
Indirect Cost Ratio (ICR) 1.18% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.16%
InvestSMART International Equities 11.86%
Intelligent Investor Equity Growth 11.34%
InvestSMART Australian Small Companies Fund 9.42%
InvestSMART High Growth 8.98%
InvestSMART Core Growth 8.00%
InvestSMART Balanced 6.18%
InvestSMART Diversified Property and Infrastructure 5.19%
InvestSMART Diversified Income 4.58%
InvestSMART Hybrid Income 4.43%
InvestSMART Interest Income 2.12%

* Returns p.a. since inception after investment & admin fees

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