General Information

AMP - Tailored Super Property Biased
N.M. Superannuation Proprietary Limited
NML0139AU
Multisector Growth
Not Rated
n/a
Not Rated
Superannuation
31 Aug 1998
$3.08 million (as at 31 Jan 2017)
$95.7611 (as at 31 Jan 2017)
$95.4589 (as at 31 Jan 2017)

Fund performance (31 Jan 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 0.12 2.48 0.28 6.04 3.81 5.72 6.89 2.64
Growth return 0.12 2.48 0.28 6.04 3.81 5.72 6.89 2.64
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return -0.36 3.25 1.73 8.1 3.43 5.95 8.45 3.46

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.15 3.84 1.07 9.25 4.87 8.19 11.3 4.7

Asset Allocation (31 Jan 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 investment tax and investment management costs) over a rolling 5-year period, that exceeds the return from published benchmarks for each asset class.
To invest in a mix of growth and defensive assets, with a benchmark allocation of 40% to property. Growth assets including equities and property will have a benchmark allocation of 70% with the balance in defensive assets such as cash and fixed interest.

Offer information

Minimum initial investment
Minimum additional investments

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* Dates for historical returns vary from fund to fund