InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - SignatureSuper - Cautious Index - Managed fund profile

AMP - SignatureSuper - Cautious Index - Managed Fund (Closed)

Fund Objective
To provide returns primarily from income as well as some capital growth over the short to medium-term, by investing mainly in defensive assets with some exposure to a diversified range of growth assets (higher than the corresponding conservative portfolio). Exposure to individual asset classes will be attained through the use of index focused investment managers.
Fund Strategy
This investment option seeks to provide an index focused solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -2.59% -1.21% -6.29% -7.23% -0.19% -0.59% 1.96% 3.5%
Growth return -2.59% -1.21% -6.29% -7.23% -0.19% -0.59% 1.96% 3.5%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 30 Sep 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - Cautious Index
Australian Equities
10.21%
International Equities
16.40%
Cash
23.31%
Property & Infrastructure
6.02%
Fixed Interest
37.29%
Alternatives
6.77%
Average Allocation of Peers
Australian Equities
10.84%
International Equities
15.24%
Cash
15.01%
Property & Infrastructure
3.67%
Fixed Interest
49.61%
Alternatives
5.63%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Cautious Index
Closed
AMP1544AU
Multisector Moderate
starstarstar (as at 30 Sep 2022)
Superannuation Fund
21 May 2010
$88.97 million (as at 30 Sep 2022)
$1.57112 (as at 28 Oct 2022)
$1.57112 (as at 28 Oct 2022)
Finalised
Offer information
Type Description
MER 0.52% (as at 1 Oct 2021)
Indirect Cost Ratio (ICR) 0.23% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the AMP - SignatureSuper - Cautious Index

The objective of the AMP - SignatureSuper - Cautious Index managed fund is To provide returns primarily from income as well as some capital growth over the short to medium-term, by investing mainly in defensive assets with some exposure to a diversified range of growth assets (higher than the corresponding conservative portfolio). Exposure to individual asset classes will be attained through the use of index focused investment managers.

The strategy of the AMP - SignatureSuper - Cautious Index managed fund is This investment option seeks to provide an index focused solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

The APIR code of the AMP - SignatureSuper - Cautious Index managed fund is AMP1544AU.

AMP - SignatureSuper - Cautious Index’s total return last month was -2.59%. This was made up of a growth return of -2.59% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - SignatureSuper - Cautious Index’s total return for the last three months was -1.21%. This was made up of a growth return of -1.21% and an income return of 0%%. These returns were calculated as at 30 Sep 2022.

AMP - SignatureSuper - Cautious Index’s one-year total return is -7.23%. This was made up of a growth return of -7.23% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - SignatureSuper - Cautious Index’s one-year total return is -0.59%. This was made up of a growth return of -0.59% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

The asset allocation of the AMP - SignatureSuper - Cautious Index managed fund is :

Australian Equities
10.21%
International Equities
16.40%
Cash
23.31%
Property & Infrastructure
6.02%
Fixed Interest
37.29%
Alternatives
6.77%

The AMP - SignatureSuper - Cautious Index managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Sep 2022, the size of the AMP - SignatureSuper - Cautious Index managed fund was $88.97 million.

The AMP - SignatureSuper - Cautious Index managed fund has an inception date of 21 May 2010.

The current entry price of the AMP - SignatureSuper - Cautious Index managed fund is $1.57112 per unit and the current exit price is $1.57112 per unit (as at 28 Oct 2022).

The current exit price of the AMP - SignatureSuper - Cautious Index managed fund is $1.57112 per unit and the current entry price is $1.57112 per unit (as at 28 Oct 2022).

The minimum initial investment amount for the AMP - SignatureSuper - Cautious Index managed fund is $0. Minimum additional investment is $0.

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 can 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.