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  5. AMP - SignatureSuper - MySuper Macquarie Balanced Growth - Managed fund profile

AMP - SignatureSuper - MySuper Macquarie Balanced Growth - Managed Fund

Fund Objective
To outperform the S&P/ASX 300 Accumulation Index over the medium term before fees by using a range of disciplined enhancement strategies.
Fund Strategy
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.

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 2.17% 5.3% 9.15% 8.89% 4.42% 4.09% 6.21% 6.78%
Growth return 2.17% 5.3% 9.15% 8.89% 4.42% 4.09% 6.21% 6.78%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - MySuper Macquarie Balanced Growth
Australian Equities
29.56%
International Equities
39.10%
Cash
6.56%
Property
5.03%
Fixed Interest
19.75%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.49%
International Equities
32.99%
Cash
6.64%
Property
6.78%
Fixed Interest
21.86%
Alternatives
4.24%

General Information

Fund Details
Type Description
AMP - SignatureSuper - MySuper Macquarie Balanced Growth
AMP1907AU
Multisector Growth
starstarstar (as at 31 Mar 2024)
Superannuation Fund
1 Jan 2014
$214.99 million (as at 29 Feb 2024)
$1.91097 (as at 17 Apr 2024)
$1.91097 (as at 17 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.56% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Macquarie Australian Enhanced Index Share Fund Class C Ipac Mutual Fund - Unspecified 29.19%
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FAQs about the AMP - SignatureSuper - MySuper Macquarie Balanced Growth

The objective of the AMP - SignatureSuper - MySuper Macquarie Balanced Growth managed fund is To outperform the S&P/ASX 300 Accumulation Index over the medium term before fees by using a range of disciplined enhancement strategies.

The strategy of the AMP - SignatureSuper - MySuper Macquarie Balanced Growth managed fund is 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.

The APIR code of the AMP - SignatureSuper - MySuper Macquarie Balanced Growth managed fund is AMP1907AU.

AMP - SignatureSuper - MySuper Macquarie Balanced Growth’s total return last month was 2.17%. This was made up of a growth return of 2.17% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - SignatureSuper - MySuper Macquarie Balanced Growth’s total return for the last three months was 5.3%. This was made up of a growth return of 5.3% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP - SignatureSuper - MySuper Macquarie Balanced Growth’s one-year total return is 8.89%. This was made up of a growth return of 8.89% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - SignatureSuper - MySuper Macquarie Balanced Growth’s one-year total return is 4.09%. This was made up of a growth return of 4.09% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AMP - SignatureSuper - MySuper Macquarie Balanced Growth managed fund is :

Australian Equities
29.56%
International Equities
39.10%
Cash
6.56%
Property
5.03%
Fixed Interest
19.75%
Alternatives
0%

The AMP - SignatureSuper - MySuper Macquarie Balanced Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 29 Feb 2024, the size of the AMP - SignatureSuper - MySuper Macquarie Balanced Growth managed fund was $214.99 million.

The AMP - SignatureSuper - MySuper Macquarie Balanced Growth managed fund has an inception date of 1 Jan 2014.

The current entry price of the AMP - SignatureSuper - MySuper Macquarie Balanced Growth managed fund is $1.91097 per unit and the current exit price is $1.91097 per unit (as at 17 Apr 2024).

The current exit price of the AMP - SignatureSuper - MySuper Macquarie Balanced Growth managed fund is $1.91097 per unit and the current entry price is $1.91097 per unit (as at 17 Apr 2024).

The minimum initial investment amount for the AMP - SignatureSuper - MySuper Macquarie Balanced Growth 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.