InvestSMART

AMP - SignatureSuper - Future Directions Moderately Conservative - Managed Fund

Fund Objective
The portfolio aims to achieve a rate of return above inflation after costs over a three to five-year period.
Fund Strategy
To provide moderate returns over the medium term through a diversified portfolio of assets such as fixed interest, shares, property and alternative assets.

Fund Performance Comparison

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Fees Comparison

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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.
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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 2.33% 3.6% 6.97% 13.18% 7.93% 3.97% 4.39% 5.29%
Growth return 2.33% 3.6% 6.97% 13.18% 7.93% 3.97% 4.39% 5.29%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.42% 2.92% 7.48% 14.92% 9.07% 4.06% 4.79% 6.12%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - Future Directions Moderately Conservative
Australian Equities
18.93%
International Equities
36.37%
Cash
2.56%
Property
4.15%
Fixed Interest
37.45%
Alternatives
0.55%
Average Allocation of Peers
Australian Equities
15.88%
International Equities
27.93%
Cash
9.92%
Property
3.97%
Fixed Interest
35.43%
Alternatives
6.86%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Future Directions Moderately Conservative
AMP0804AU
Multisector Balanced
starstarstar (as at 30 Nov 2024)
Superannuation Fund
3 Nov 2003
$1690.38 million (as at 30 Sep 2024)
$2.98684 (as at 6 Dec 2024)
$2.98684 (as at 6 Dec 2024)
Open
Offer information
Type Description
MER 0.86% (as at 1 Apr 2024)
Indirect Cost Ratio (ICR) 0.63% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0.21
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
Dexus Fd Infrastructure Trust Class O Mutual Fund - Unspecified 2.10%
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FAQs about the AMP - SignatureSuper - Future Directions Moderately Conservative

The objective of the AMP - SignatureSuper - Future Directions Moderately Conservative managed fund is The portfolio aims to achieve a rate of return above inflation after costs over a three to five-year period.

The strategy of the AMP - SignatureSuper - Future Directions Moderately Conservative managed fund is To provide moderate returns over the medium term through a diversified portfolio of assets such as fixed interest, shares, property and alternative assets.

The APIR code of the AMP - SignatureSuper - Future Directions Moderately Conservative managed fund is AMP0804AU.

AMP - SignatureSuper - Future Directions Moderately Conservative’s total return last month was 2.33%. This was made up of a growth return of 2.33% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP - SignatureSuper - Future Directions Moderately Conservative’s total return for the last three months was 3.6%. This was made up of a growth return of 3.6% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

AMP - SignatureSuper - Future Directions Moderately Conservative’s one-year total return is 13.18%. This was made up of a growth return of 13.18% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP - SignatureSuper - Future Directions Moderately Conservative’s one-year total return is 3.97%. This was made up of a growth return of 3.97% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the AMP - SignatureSuper - Future Directions Moderately Conservative managed fund is :

Australian Equities
18.93%
International Equities
36.37%
Cash
2.56%
Property
4.15%
Fixed Interest
37.45%
Alternatives
0.55%

The AMP - SignatureSuper - Future Directions Moderately Conservative managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Sep 2024, the size of the AMP - SignatureSuper - Future Directions Moderately Conservative managed fund was $1690.38 million.

The AMP - SignatureSuper - Future Directions Moderately Conservative managed fund has an inception date of 3 Nov 2003.

The current entry price of the AMP - SignatureSuper - Future Directions Moderately Conservative managed fund is $2.98684 per unit and the current exit price is $2.98684 per unit (as at 6 Dec 2024).

The current exit price of the AMP - SignatureSuper - Future Directions Moderately Conservative managed fund is $2.98684 per unit and the current entry price is $2.98684 per unit (as at 6 Dec 2024).

The minimum initial investment amount for the AMP - SignatureSuper - Future Directions Moderately Conservative 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.