General Information

AMP - Simple Super Multi-Manager Bal
N.M. Superannuation Proprietary Limited
NML0121AU
Multisector Growth
Not Rated
Superannuation
31 Aug 1998
$45.77 million (as at 28 Feb 2017)
$39.419 (as at 28 Feb 2017)
$39.2533 (as at 28 Feb 2017)

Fund performance (28 Feb 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 0.78 3.47 3.74 10.99 1.56 4.87 8.22 3
Growth return 0.78 3.47 3.74 10.99 1.56 4.87 8.22 3
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return 1.15 3.2 2.92 9.95 2.43 5.59 8.33 3.51

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.54 3.54 2.87 11.69 3.65 7.77 11.23 4.83

Asset Allocation (28 Feb 2017)

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

Objectives and Strategy

To provide a return (net of tax and investment management costs) over a rolling 5-year period, that exceeds the return from published benchmarks for each asset class , and is competitive with comparable funds that have similar risk characteristics and allocation to growth assets of 65% to 75%.
To invest in a diversified mix of growth and defensive assets. Growth assets such as equities and property will have a benchmark allocation of 70% with the balance in defensive assets such as cash and fixed interest. To invest using a range of complementary specialist investment managers.

Offer information

Minimum initial investment
Minimum additional investments

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* Dates for historical returns vary from fund to fund