InvestSMART

AMP - SuperGuard 2 - Guaranteed Portfolio - Managed Fund

Fund Objective
A reserve backed deferred annuity aiming to provide a stable rate of return for investors who seek short term security.
Fund Strategy
Invest predominately in short term fixed interest securities.

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 0.08% 0.25% 0.5% 1% 1.04% 0.9% 0.66% 1.06%
Growth return 0.08% 0.25% 0.5% 1% 1.04% 0.9% 0.66% 1.06%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SuperGuard 2 - Guaranteed Portfolio
Australian Equities
9.12%
International Equities
4.99%
Cash
12.02%
Property
2.89%
Fixed Interest
70.98%
Alternatives
0%
Average Allocation of Peers
Australian Equities
5.13%
International Equities
4.74%
Cash
17.11%
Property
0.56%
Fixed Interest
72.09%
Alternatives
0.37%

General Information

Fund Details
Type Description
AMP - SuperGuard 2 - Guaranteed Portfolio
AMP Life Limited
NML0705AU
Reserve Backed
starstarstar (as at 31 Mar 2024)
Superannuation Fund
30 Apr 1989
$0 million (as at 29 Feb 2024)
$26.826 (as at 31 Mar 2024)
$26.826 (as at 31 Mar 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 4.17% (as at 30 Jun 2016)
Minimum initial investment $1,000.00

FAQs about the AMP - SuperGuard 2 - Guaranteed Portfolio

The objective of the AMP - SuperGuard 2 - Guaranteed Portfolio managed fund is A reserve backed deferred annuity aiming to provide a stable rate of return for investors who seek short term security.

The strategy of the AMP - SuperGuard 2 - Guaranteed Portfolio managed fund is Invest predominately in short term fixed interest securities.

The APIR code of the AMP - SuperGuard 2 - Guaranteed Portfolio managed fund is NML0705AU.

AMP - SuperGuard 2 - Guaranteed Portfolio’s total return last month was 0.08%. This was made up of a growth return of 0.08% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - SuperGuard 2 - Guaranteed Portfolio’s total return for the last three months was 0.25%. This was made up of a growth return of 0.25% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AMP - SuperGuard 2 - Guaranteed Portfolio’s one-year total return is 1%. This was made up of a growth return of 1% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AMP - SuperGuard 2 - Guaranteed Portfolio’s one-year total return is 0.9%. This was made up of a growth return of 0.9% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AMP - SuperGuard 2 - Guaranteed Portfolio managed fund is :

Australian Equities
9.12%
International Equities
4.99%
Cash
12.02%
Property
2.89%
Fixed Interest
70.98%
Alternatives
0%

The Responsible Entity for the AMP - SuperGuard 2 - Guaranteed Portfolio managed fund is AMP Life Limited.

The AMP - SuperGuard 2 - Guaranteed Portfolio managed fund belongs to the Reserve Backed sector/asset class.

As at 29 Feb 2024, the size of the AMP - SuperGuard 2 - Guaranteed Portfolio managed fund was $0 million.

The AMP - SuperGuard 2 - Guaranteed Portfolio managed fund has an inception date of 30 Apr 1989.

The current entry price of the AMP - SuperGuard 2 - Guaranteed Portfolio managed fund is $26.826 per unit and the current exit price is $26.826 per unit (as at 31 Mar 2024).

The current exit price of the AMP - SuperGuard 2 - Guaranteed Portfolio managed fund is $26.826 per unit and the current entry price is $26.826 per unit (as at 31 Mar 2024).

The minimum initial investment amount for the AMP - SuperGuard 2 - Guaranteed Portfolio managed fund is $1,000.

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.