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  5. AMP - SignatureSuper - Res Investment Leaders Balanced - Managed fund profile

AMP - SignatureSuper - Res Investment Leaders Balanced - Managed Fund (Closed)

Fund Objective
To provide a total return (income and capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 5-year basis. The portfolio invests in all asset classes, but with an emphasis on growth assets (shares and property).
Fund Strategy
With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world.

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 -2.94% 0.44% 4.9% 15.12% 5.88% 6.28% 6.74% 7.55%
Growth return -2.94% 0.44% 4.9% 15.12% 5.88% 6.28% 6.74% 7.55%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Jul 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - Res Investment Leaders Balanced
Australian Equities
26.69%
International Equities
35.10%
Cash
0.86%
Property & Infrastructure
9.07%
Fixed Interest
27.10%
Alternatives
1.18%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Res Investment Leaders Balanced
Closed
AMP0977AU
Multisector Growth
starstarstar (as at 31 Jul 2021)
Superannuation Fund
9 Dec 2004
$5.08 million (as at 31 Jul 2021)
$3.00561 (as at 26 Aug 2021)
$3.00561 (as at 26 Aug 2021)
Finalised
Offer information
Type Description
MER 2.04% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.04% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.08
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the AMP - SignatureSuper - Res Investment Leaders Balanced

The objective of the AMP - SignatureSuper - Res Investment Leaders Balanced managed fund is To provide a total return (income and capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 5-year basis. The portfolio invests in all asset classes, but with an emphasis on growth assets (shares and property).

The strategy of the AMP - SignatureSuper - Res Investment Leaders Balanced managed fund is With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world.

The APIR code of the AMP - SignatureSuper - Res Investment Leaders Balanced managed fund is AMP0977AU.

AMP - SignatureSuper - Res Investment Leaders Balanced’s total return last month was -2.94%. This was made up of a growth return of -2.94% and an income return of 0%. These returns were calculated as at 31 Jul 2021.

AMP - SignatureSuper - Res Investment Leaders Balanced’s total return for the last three months was 0.44%. This was made up of a growth return of 0.44% and an income return of 0%%. These returns were calculated as at 31 Jul 2021.

AMP - SignatureSuper - Res Investment Leaders Balanced’s one-year total return is 15.12%. This was made up of a growth return of 15.12% and an income return of 0%. These returns were calculated as at 31 Jul 2021.

AMP - SignatureSuper - Res Investment Leaders Balanced’s one-year total return is 6.28%. This was made up of a growth return of 6.28% and an income return of 0%. These returns were calculated as at 31 Jul 2021.

The asset allocation of the AMP - SignatureSuper - Res Investment Leaders Balanced managed fund is :

Australian Equities
26.69%
International Equities
35.10%
Cash
0.86%
Property & Infrastructure
9.07%
Fixed Interest
27.10%
Alternatives
1.18%

The AMP - SignatureSuper - Res Investment Leaders Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Jul 2021, the size of the AMP - SignatureSuper - Res Investment Leaders Balanced managed fund was $5.08 million.

The AMP - SignatureSuper - Res Investment Leaders Balanced managed fund has an inception date of 9 Dec 2004.

The current entry price of the AMP - SignatureSuper - Res Investment Leaders Balanced managed fund is $3.00561 per unit and the current exit price is $3.00561 per unit (as at 26 Aug 2021).

The current exit price of the AMP - SignatureSuper - Res Investment Leaders Balanced managed fund is $3.00561 per unit and the current entry price is $3.00561 per unit (as at 26 Aug 2021).

The minimum initial investment amount for the AMP - SignatureSuper - Res Investment Leaders Balanced 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.