General Information

AMP - Tailored Super Secure
N.M. Superannuation Proprietary Limited
NML0138AU
Multisector Moderate
Not Rated
Superannuation Fund
31 Aug 1998
$2.25 million (as at 31 Aug 2017)
$25.4524 (as at 31 Aug 2017)
$25.3951 (as at 31 Aug 2017)

Fund performance (31 Aug 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 -0.41 0.75 1.28 2.16 2.15 3.64 2.68
Growth return -0.12 -0.41 0.75 1.28 2.16 2.15 3.64 2.68
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Moderate TR AUD)

Total return 0.44 -0.29 1.99 2.47 4.41 5.08 6.68 4.98
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Fund Performance Comparison

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Asset Allocation (31 Aug 2017)

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
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 and is competitive with comparable funds that have similar risk characteristics and allocation to defensive assets of 65% to 75%.
To invest in a diversified mix of predominantly defensive assets such as cash and fixed interest. Defensive assets will have an average benchmark allocation of 70%.

Offer information

Minimum initial investment
Minimum additional investments

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