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  5. AMP - Tailored Super Security Plus - Managed fund profile

AMP - Tailored Super Security Plus - Managed Fund (Closed)

Fund Objective
To guarantee net contributions, rollovers and interest credited. We aim to credit investment returns (net of investment tax) that exceed inflation over a rolling 3-year period, with less variability in returns than would be expected of a non-guaranteed portfolio with similar asset allocation.
Fund Strategy
To invest in a diversified mix of mostly diversified assets including cash and fixed interest securities with limited allocation to growth assets such as equities and property. Accumulated capital reserves are used to reduce variability in investment returns.

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 0.23% 0.74% 1.47% 2.93% 2.79% 2.33% 2.29% 4.27%
Growth return 0.23% 0.74% 1.47% 2.93% 2.79% 2.33% 2.29% 4.27%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.36% 1.07% 2.15% 4.21% 3.33% 2.23% 1.56% 1.82%
As at 30 Apr 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
19.95%
Australian Equities
5.98%
International Equities
9.98%
Cash
46.42%
Property
2.07%
Fixed Interest
15.60%

General Information

Fund Details
Type Description
AMP - Tailored Super Security Plus
Closed
NML0127AU
Miscellaneous
Not Rated
Superannuation Fund
31 Aug 1998
$4.88 million (as at 30 Apr 2020)
$30.3859 (as at 30 Apr 2020)
$30.3859 (as at 30 Apr 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.87% (as at 30 Jun 2019) (Estimated)
Minimum initial investment
Minimum additional investments

FAQs about the AMP - Tailored Super Security Plus

The objective of the AMP - Tailored Super Security Plus managed fund is To guarantee net contributions, rollovers and interest credited. We aim to credit investment returns (net of investment tax) that exceed inflation over a rolling 3-year period, with less variability in returns than would be expected of a non-guaranteed portfolio with similar asset allocation.

The strategy of the AMP - Tailored Super Security Plus managed fund is To invest in a diversified mix of mostly diversified assets including cash and fixed interest securities with limited allocation to growth assets such as equities and property. Accumulated capital reserves are used to reduce variability in investment returns.

The APIR code of the AMP - Tailored Super Security Plus managed fund is NML0127AU.

AMP - Tailored Super Security Plus’s total return last month was 0.23%. This was made up of a growth return of 0.23% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Tailored Super Security Plus’s total return for the last three months was 0.74%. This was made up of a growth return of 0.74% and an income return of 0%%. These returns were calculated as at 30 Apr 2020.

AMP - Tailored Super Security Plus’s one-year total return is 2.93%. This was made up of a growth return of 2.93% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Tailored Super Security Plus’s one-year total return is 2.33%. This was made up of a growth return of 2.33% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

The asset allocation of the AMP - Tailored Super Security Plus managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The AMP - Tailored Super Security Plus managed fund belongs to the Miscellaneous sector/asset class.

As at 30 Apr 2020, the size of the AMP - Tailored Super Security Plus managed fund was $4.88 million.

The AMP - Tailored Super Security Plus managed fund has an inception date of 31 Aug 1998.

The current entry price of the AMP - Tailored Super Security Plus managed fund is $30.3859 per unit and the current exit price is $30.3859 per unit (as at 30 Apr 2020).

The current exit price of the AMP - Tailored Super Security Plus managed fund is $30.3859 per unit and the current entry price is $30.3859 per unit (as at 30 Apr 2020).

The minimum initial investment amount for the AMP - Tailored Super Security Plus managed fund is $0. Minimum additional investment is $0.

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.