InvestSMART

AMP - SignatureSuper - Woolworths MySuper Fund Balance - Managed Fund (Closed)

Fund Objective
The portfolio aims to achieve a rate of return above inflation after costs over a 5-year period.
Fund Strategy
To provide moderate to high returns over the long term through a diversified portfolio, with a bias towards growth assets such as shares, property and alternative assets.

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 2.39% 2.96% 6.44% 7.13% 6.98% -% -% -%
Growth return 2.39% 2.96% 6.44% 7.13% 6.98% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 31 Dec 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - Woolworths MySuper Fund Balance
Australian Equities
26.48%
International Equities
48.49%
Cash
4.07%
Property & Infrastructure
4.26%
Fixed Interest
16%
Alternatives
0.71%
Average Allocation of Peers
Australian Equities
27.16%
International Equities
35.20%
Cash
6.37%
Property & Infrastructure
6.37%
Fixed Interest
20.93%
Alternatives
3.98%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Woolworths MySuper Fund Balance
Closed
AMP Superannuation Limited
AMP1918AU
Multisector Growth
Not Rated
Superannuation Fund
1 Jan 2014
$0 million (as at 31 Dec 2016)
$1.28482 (as at 13 Jan 2017)
$1.28482 (as at 13 Jan 2017)
Finalised
Offer information
Type Description
MER 0.85% (as at 30 Sep 2019)
Indirect Cost Ratio (ICR) 0.85% (as at 30 Jun 2019)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Dexus Fd Infrastructure Trust Class O Mutual Fund - Unspecified 4.17%
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FAQs about the AMP - SignatureSuper - Woolworths MySuper Fund Balance

The objective of the AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund is The portfolio aims to achieve a rate of return above inflation after costs over a 5-year period.

The strategy of the AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund is To provide moderate to high returns over the long term through a diversified portfolio, with a bias towards growth assets such as shares, property and alternative assets.

The APIR code of the AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund is AMP1918AU.

AMP - SignatureSuper - Woolworths MySuper Fund Balance’s total return last month was 2.39%. This was made up of a growth return of 2.39% and an income return of 0%. These returns were calculated as at 31 Dec 2016.

AMP - SignatureSuper - Woolworths MySuper Fund Balance’s total return for the last three months was 2.96%. This was made up of a growth return of 2.96% and an income return of 0%%. These returns were calculated as at 31 Dec 2016.

AMP - SignatureSuper - Woolworths MySuper Fund Balance’s one-year total return is 7.13%. This was made up of a growth return of 7.13% and an income return of 0%. These returns were calculated as at 31 Dec 2016.

AMP - SignatureSuper - Woolworths MySuper Fund Balance’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2016.

The asset allocation of the AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund is :

Australian Equities
26.48%
International Equities
48.49%
Cash
4.07%
Property & Infrastructure
4.26%
Fixed Interest
16%
Alternatives
0.71%

The Responsible Entity for the AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Dec 2016, the size of the AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund was $0 million.

The AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund has an inception date of 1 Jan 2014.

The current entry price of the AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund is $1.28482 per unit and the current exit price is $1.28482 per unit (as at 13 Jan 2017).

The current exit price of the AMP - SignatureSuper - Woolworths MySuper Fund Balance managed fund is $1.28482 per unit and the current entry price is $1.28482 per unit (as at 13 Jan 2017).

The minimum initial investment amount for the AMP - SignatureSuper - Woolworths MySuper Fund Balance 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.