InvestSMART

AMP Super - WaterCorp MySuper 1950s - Managed Fund

Fund Objective
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 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.

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 3.09% 0.41% 0.77% 9.63% 8.78% 7.69% 4.5% -%
Growth return 3.15% 0.6% 1.02% 9.9% 8.91% 7.77% 4.55% -%
Income return -0.06% -0.19% -0.25% -0.27% -0.13% -0.08% -0.05% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.64% 0.4% 0.21% 8.61% 8.68% 8.06% 5.07% 6.25%
As at 30 Apr 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Super - WaterCorp MySuper 1950s
Australian Equities
27.63%
International Equities
38.73%
Cash
5.30%
Property & Infrastructure
5.92%
Fixed Interest
22.46%
Alternatives
-0.03%
Average Allocation of Peers
Australian Equities
17.39%
International Equities
27.38%
Cash
7.18%
Property & Infrastructure
3.70%
Fixed Interest
36.10%
Alternatives
8.26%

General Information

Fund Details
Type Description
AMP Super - WaterCorp MySuper 1950s
AMP Group
AMP5085AU
Multisector Life Stages - 1950s
star (as at 30 Apr 2026)
Superannuation Fund
19 Oct 2017
$25.97 million (as at 31 Mar 2026)
$1.54373 (as at 22 May 2026)
$1.54373 (as at 22 May 2026)
Open
Offer information
Type Description
MER 0.73% (as at 30 Sep 2025)
Indirect Cost Ratio (ICR) 0.55% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0.03
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2026)

Holding (as at 31 Mar 2026) Type % of Portfolio
Coolabah Active Global Bond Fund Zero Fee Class 2.10%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the AMP Super - WaterCorp MySuper 1950s

The objective of the AMP Super - WaterCorp 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 strategy of the AMP Super - WaterCorp 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 Super - WaterCorp MySuper 1950s managed fund is AMP5085AU.

AMP Super - WaterCorp MySuper 1950s’s total return last month was 3.09%. This was made up of a growth return of 3.15% and an income return of -0.06%. These returns were calculated as at 30 Apr 2026.

AMP Super - WaterCorp MySuper 1950s’s total return for the last three months was 0.41%. This was made up of a growth return of 0.6% and an income return of -0.19%%. These returns were calculated as at 30 Apr 2026.

AMP Super - WaterCorp MySuper 1950s’s one-year total return is 9.63%. This was made up of a growth return of 9.9% and an income return of -0.27%. These returns were calculated as at 30 Apr 2026.

AMP Super - WaterCorp MySuper 1950s’s one-year total return is 7.69%. This was made up of a growth return of 7.77% and an income return of -0.08%. These returns were calculated as at 30 Apr 2026.

The asset allocation of the AMP Super - WaterCorp MySuper 1950s managed fund is :

Australian Equities
27.63%
International Equities
38.73%
Cash
5.30%
Property & Infrastructure
5.92%
Fixed Interest
22.46%
Alternatives
-0.03%

The Responsible Entity for the AMP Super - WaterCorp MySuper 1950s managed fund is AMP Group.

The AMP Super - WaterCorp MySuper 1950s managed fund belongs to the Multisector Life Stages - 1950s sector/asset class.

As at 31 Mar 2026, the size of the AMP Super - WaterCorp MySuper 1950s managed fund was $25.97 million.

The AMP Super - WaterCorp MySuper 1950s managed fund has an inception date of 19 Oct 2017.

The current entry price of the AMP Super - WaterCorp MySuper 1950s managed fund is $1.54373 per unit and the current exit price is $1.54373 per unit (as at 22 May 2026).

The current exit price of the AMP Super - WaterCorp MySuper 1950s managed fund is $1.54373 per unit and the current entry price is $1.54373 per unit (as at 22 May 2026).

The minimum initial investment amount for the AMP Super - WaterCorp 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.