General Information

AMP - Simple Super Guaranteed Plus
N.M. Superannuation Proprietary Limited
Not Rated
Superannuation Fund
31 Aug 1998
$159.99 million (as at 30 Jun 2017)
$18.8761 (as at 30 Jun 2017)
$18.8761 (as at 30 Jun 2017)

Fund performance (30 Jun 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 0.05 0.14 0.29 0.58 0.97 1.57 2.09 2.6
Growth return 0.05 0.14 0.29 0.58 0.97 1.57 2.09 2.6
Income return 0 0 0 0 0 0 0 0

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.14 0.43 0.87 1.77 1.98 2.16 2.45 3.76

Asset Allocation (30 Jun 2017)

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
Asset Allocation

Objectives and Strategy

To guarantee net contributions, rollovers and interest credited. We aim to credit investment returns (net of investment tax) that exceed net bank bill rates as measured on an annual basis by the UBS Australian Bank Bill Index (adjusted for tax), with less variability in returns than would be expected of a non-guaranteed portfolio with similar asset allocation.
To invest mostly in fixed interest and cash. Fixed interest includes government bonds, corporate bonds and loans. Accumulated capital reserves are used to reduce variability in investment returns.

Offer information

Minimum initial investment
Minimum additional investments

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