InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - SignatureSuper - Water Corp MySuper 1950s - Managed fund profile

AMP - SignatureSuper - Water Corp MySuper 1950s - Managed Fund

Fund Objective
The investment objective is CPI 2.5% pa.
Fund Strategy
To provide returns primarily from income but with some capital growth, through a diversified portfolio. This investment option will typically hold more defensive assets than growth, and this ratio will increase further as its investors near retirement, in order to preserve capital.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.8% 3.46% 7.9% 8.46% 2.84% 2.9% 3.8% -%
Growth return 1.8% 3.46% 7.9% 8.46% 2.84% 2.9% 3.8% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.01% 4.52% 10.56% 10.77% 4.44% 4.22% 5.24% 6.13%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - Water Corp MySuper 1950s
Australian Equities
18%
International Equities
28.37%
Cash
7.63%
Property
4.77%
Fixed Interest
38.71%
Alternatives
2.53%
Average Allocation of Peers
Australian Equities
16.67%
International Equities
26.63%
Cash
9.30%
Property
4.39%
Fixed Interest
36.85%
Alternatives
6.17%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Water Corp MySuper 1950s
AMP5085AU
Multisector Life Stages ? 1950s
star (as at 31 Mar 2024)
Superannuation Fund
19 Oct 2017
$33.22 million (as at 29 Feb 2024)
$1.27906 (as at 17 Apr 2024)
$1.27906 (as at 17 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.42% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0.06
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Dexus Fd Infrastructure Trust Class O Mutual Fund - Unspecified 2.55%
Login now to view the complete list of holdings.

FAQs about the AMP - SignatureSuper - Water Corp MySuper 1950s

The objective of the AMP - SignatureSuper - Water Corp MySuper 1950s managed fund is The investment objective is CPI +2.5% pa.

The strategy of the AMP - SignatureSuper - Water Corp MySuper 1950s managed fund is To provide returns primarily from income but with some capital growth, through a diversified portfolio. This investment option will typically hold more defensive assets than growth, and this ratio will increase further as its investors near retirement, in order to preserve capital.

The APIR code of the AMP - SignatureSuper - Water Corp MySuper 1950s managed fund is AMP5085AU.

AMP - SignatureSuper - Water Corp MySuper 1950s’s total return last month was 1.8%. This was made up of a growth return of 1.8% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - SignatureSuper - Water Corp MySuper 1950s’s total return for the last three months was 3.46%. This was made up of a growth return of 3.46% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP - SignatureSuper - Water Corp MySuper 1950s’s one-year total return is 8.46%. This was made up of a growth return of 8.46% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - SignatureSuper - Water Corp MySuper 1950s’s one-year total return is 2.9%. This was made up of a growth return of 2.9% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AMP - SignatureSuper - Water Corp MySuper 1950s managed fund is :

Australian Equities
18%
International Equities
28.37%
Cash
7.63%
Property
4.77%
Fixed Interest
38.71%
Alternatives
2.53%

The AMP - SignatureSuper - Water Corp MySuper 1950s managed fund belongs to the Multisector Life Stages ? 1950s sector/asset class.

As at 29 Feb 2024, the size of the AMP - SignatureSuper - Water Corp MySuper 1950s managed fund was $33.22 million.

The AMP - SignatureSuper - Water Corp MySuper 1950s managed fund has an inception date of 19 Oct 2017.

The current entry price of the AMP - SignatureSuper - Water Corp MySuper 1950s managed fund is $1.27906 per unit and the current exit price is $1.27906 per unit (as at 17 Apr 2024).

The current exit price of the AMP - SignatureSuper - Water Corp MySuper 1950s managed fund is $1.27906 per unit and the current entry price is $1.27906 per unit (as at 17 Apr 2024).

The minimum initial investment amount for the AMP - SignatureSuper - Water Corp MySuper 1950s 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.