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  5. AMP - SignatureSuper - Macquarie Capital Stable - Managed fund profile

AMP - SignatureSuper - Macquarie Capital Stable - Managed Fund (Closed)

Fund Objective
Strategy: To provide competitive returns over the medium to long term from a diversified portfolio of cash and fixed interest investments, with only a limited exposure to growth assets. Asset range(%): Cash 0-60, Intl bond 0-20, Aust bond 0-70, Listed prop 0-10, Intl shares 0-20, Aust shares 0-20.
Fund Strategy
To provide returns greater than those from defensive assets over the short to medium term, by having some exposure to growth 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 0.5% 2.29% 3.81% -% -% -% -% -%
Growth return 0.5% 2.29% 3.81% -% -% -% -% -%
Income return 0% 0% 0% -% -% -% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.59% 2.88% 7.98% 7.21% 2.87% 2.18% 3.19% 4.48%
As at 31 Oct 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - Macquarie Capital Stable
Australian Equities
9.51%
International Equities
13.17%
Cash
26.20%
Property
3.61%
Fixed Interest
47.52%
Alternatives
0%
Average Allocation of Peers
Australian Equities
11.49%
International Equities
13.25%
Cash
19.71%
Property
4.25%
Fixed Interest
45.26%
Alternatives
6.04%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Macquarie Capital Stable
Closed
AMP Superannuation Limited
AMP0809AU
Multisector Moderate
Not Rated
Superannuation Fund
3 Nov 2003
$0 million (as at 31 Oct 2005)
$1.0862 (as at 16 Nov 2004)
$1.0862 (as at 16 Nov 2004)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the AMP - SignatureSuper - Macquarie Capital Stable

The objective of the AMP - SignatureSuper - Macquarie Capital Stable managed fund is Strategy: To provide competitive returns over the medium to long term from a diversified portfolio of cash and fixed interest investments, with only a limited exposure to growth assets. Asset range(%): Cash 0-60, Intl bond 0-20, Aust bond 0-70, Listed prop 0-10, Intl shares 0-20, Aust shares 0-20.

The strategy of the AMP - SignatureSuper - Macquarie Capital Stable managed fund is To provide returns greater than those from defensive assets over the short to medium term, by having some exposure to growth assets.

The APIR code of the AMP - SignatureSuper - Macquarie Capital Stable managed fund is AMP0809AU.

AMP - SignatureSuper - Macquarie Capital Stable’s total return last month was 0.5%. This was made up of a growth return of 0.5% and an income return of 0%. These returns were calculated as at 31 Oct 2004.

AMP - SignatureSuper - Macquarie Capital Stable’s total return for the last three months was 2.29%. This was made up of a growth return of 2.29% and an income return of 0%%. These returns were calculated as at 31 Oct 2004.

AMP - SignatureSuper - Macquarie Capital Stable’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2004.

AMP - SignatureSuper - Macquarie Capital Stable’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2004.

The asset allocation of the AMP - SignatureSuper - Macquarie Capital Stable managed fund is :

Australian Equities
9.51%
International Equities
13.17%
Cash
26.20%
Property
3.61%
Fixed Interest
47.52%
Alternatives
0%

The Responsible Entity for the AMP - SignatureSuper - Macquarie Capital Stable managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper - Macquarie Capital Stable managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Oct 2005, the size of the AMP - SignatureSuper - Macquarie Capital Stable managed fund was $0 million.

The AMP - SignatureSuper - Macquarie Capital Stable managed fund has an inception date of 3 Nov 2003.

The current entry price of the AMP - SignatureSuper - Macquarie Capital Stable managed fund is $1.0862 per unit and the current exit price is $1.0862 per unit (as at 16 Nov 2004).

The current exit price of the AMP - SignatureSuper - Macquarie Capital Stable managed fund is $1.0862 per unit and the current entry price is $1.0862 per unit (as at 16 Nov 2004).

The minimum initial investment amount for the AMP - SignatureSuper - Macquarie Capital Stable managed fund 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.