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  5. AMP - SuperGuard 2 - Managed Portfolio - Managed fund profile

AMP - SuperGuard 2 - Managed Portfolio - Managed Fund (Closed)

Fund Objective
To provide a return (net of investment 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 defensive assets of 65% to 75%.
Fund Strategy
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.

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 -0.33% 0.19% 3.96% 2.04% 3.81% 3.48% 4.88% 4.34%
Growth return -0.33% 0.19% 3.96% 2.04% 3.81% 3.48% 4.88% 4.34%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 28 Feb 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SuperGuard 2 - Managed Portfolio
Australian Equities
29.99%
International Equities
32.19%
Cash
5.49%
Property
16.15%
Fixed Interest
16.17%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.46%
International Equities
32.93%
Cash
6.94%
Property
6.78%
Fixed Interest
21.66%
Alternatives
4.24%

General Information

Fund Details
Type Description
AMP - SuperGuard 2 - Managed Portfolio
Closed
AMP Life Limited
NML0707AU
Multisector Growth
star (as at 31 Jan 2021)
Superannuation Fund
31 Mar 1990
$0 million (as at 31 Dec 2023)
$153.1135 (as at 28 Feb 2021)
$152.6722 (as at 28 Feb 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 3.03% (as at 30 Jun 2016)
Minimum initial investment $1,000.00

FAQs about the AMP - SuperGuard 2 - Managed Portfolio

The objective of the AMP - SuperGuard 2 - Managed Portfolio managed fund is To provide a return (net of investment 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 defensive assets of 65% to 75%.

The strategy of the AMP - SuperGuard 2 - Managed Portfolio managed fund is 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.

The APIR code of the AMP - SuperGuard 2 - Managed Portfolio managed fund is NML0707AU.

AMP - SuperGuard 2 - Managed Portfolio’s total return last month was -0.33%. This was made up of a growth return of -0.33% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

AMP - SuperGuard 2 - Managed Portfolio’s total return for the last three months was 0.19%. This was made up of a growth return of 0.19% and an income return of 0%%. These returns were calculated as at 28 Feb 2021.

AMP - SuperGuard 2 - Managed Portfolio’s one-year total return is 2.04%. This was made up of a growth return of 2.04% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

AMP - SuperGuard 2 - Managed Portfolio’s one-year total return is 3.48%. This was made up of a growth return of 3.48% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

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

Australian Equities
29.99%
International Equities
32.19%
Cash
5.49%
Property
16.15%
Fixed Interest
16.17%
Alternatives
0%

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

The AMP - SuperGuard 2 - Managed Portfolio managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Dec 2023, the size of the AMP - SuperGuard 2 - Managed Portfolio managed fund was $0 million.

The AMP - SuperGuard 2 - Managed Portfolio managed fund has an inception date of 31 Mar 1990.

The current entry price of the AMP - SuperGuard 2 - Managed Portfolio managed fund is $153.1135 per unit and the current exit price is $152.6722 per unit (as at 28 Feb 2021).

The current exit price of the AMP - SuperGuard 2 - Managed Portfolio managed fund is $152.6722 per unit and the current entry price is $153.1135 per unit (as at 28 Feb 2021).

The minimum initial investment amount for the AMP - SuperGuard 2 - Managed 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.