General Information

AMP SigSup-MySuper Macquarie Balanced Gr
AMP Superannuation Limited
AMP1907AU
Multisector Growth
Not Rated
n/a
Not Rated
Superannuation
1 Jan 2014
$296.29 million (as at 30 Nov 2016)
$1.22705 (as at 20 Jan 2017)
$1.22705 (as at 20 Jan 2017)

Fund performance (31 Dec 2016)

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 2.15 2.45 6.07 8.08 6.58 - - -
Growth return 2.15 2.45 6.07 8.08 6.58 - - -
Income return 0 0 0 0 0 - - -

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return 2.4 2.37 5.1 5.74 4.75 5.68 9.07 3.67

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 3.15 3.04 5.48 7.93 7.02 8.24 12.18 5.01

Asset Allocation (31 Dec 2016)

Australian Equities 28.91%
International Equities 32.43%
Cash 12.82%
Property 8.34%
Fixed Interest 17.49%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To outperform the S&P/ASX 300 Accumulation Index over the medium term before fees by using a range of disciplined enhancement strategies.
The portfolio is managed by replicating the index on approximately 90% of the portfolio before using a range of disciplined, risk-controlled enhancement strategies to add value on the remaining portion.

Offer information

Indirect Cost Ratio (ICR) 0.81% (as at 1 Jul 2015)
Minimum initial investment
Minimum additional investments

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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* Dates for historical returns vary from fund to fund