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  5. AMP - Tailored Super - AMP MySuper 1970s - Managed fund profile

AMP - Tailored Super - AMP MySuper 1970s - Managed Fund (Closed)

Fund Objective
Aims to achieve a rate of return of 4.5% above the Consumer Price Index, after fees and superannuation tax, over the suggested minimum investment timeframe
Fund Strategy
The aim of this investment option is to provide long-term returns primarily from capital growth but also with some income, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born in the 1970s. As its investors approach retirement, the asset allocation will progressively shift, increasing the weight to defensive assets in order to preserve capital.

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 1.32% -11.79% -7.94% -4.22% 0.84% 3.01% 3.99% -%
Growth return 1.32% -11.79% -7.94% -4.22% 0.84% 3.01% 3.99% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.91% 7.77% 15.61% 18.4% 8.2% 8.89% 9.42% 9.28%
As at 30 Apr 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Tailored Super - AMP MySuper 1970s
Australian Equities
34.08%
International Equities
50.05%
Cash
3.17%
Property
6.68%
Fixed Interest
3.58%
Alternatives
2.44%
Average Allocation of Peers
Australian Equities
33.39%
International Equities
46.98%
Cash
5.61%
Property
5.51%
Fixed Interest
5.23%
Alternatives
3.28%

General Information

Fund Details
Type Description
AMP - Tailored Super - AMP MySuper 1970s
Closed
NMS0028AU
Multisector Life Stages ? 1970s
Not Rated
Superannuation Fund
1 Jan 2014
$9.7 million (as at 30 Apr 2020)
$14.3693 (as at 30 Apr 2020)
$14.3133 (as at 30 Apr 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.01% (as at 30 Jun 2019)
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Dexus Fd Infrastructure Trust Class O Mutual Fund - Unspecified 3.02%
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FAQs about the AMP - Tailored Super - AMP MySuper 1970s

The objective of the AMP - Tailored Super - AMP MySuper 1970s managed fund is Aims to achieve a rate of return of 4.5% above the Consumer Price Index, after fees and superannuation tax, over the suggested minimum investment timeframe

The strategy of the AMP - Tailored Super - AMP MySuper 1970s managed fund is The aim of this investment option is to provide long-term returns primarily from capital growth but also with some income, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born in the 1970s. As its investors approach retirement, the asset allocation will progressively shift, increasing the weight to defensive assets in order to preserve capital.

The APIR code of the AMP - Tailored Super - AMP MySuper 1970s managed fund is NMS0028AU.

AMP - Tailored Super - AMP MySuper 1970s’s total return last month was 1.32%. This was made up of a growth return of 1.32% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Tailored Super - AMP MySuper 1970s’s total return for the last three months was -11.79%. This was made up of a growth return of -11.79% and an income return of 0%%. These returns were calculated as at 30 Apr 2020.

AMP - Tailored Super - AMP MySuper 1970s’s one-year total return is -4.22%. This was made up of a growth return of -4.22% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Tailored Super - AMP MySuper 1970s’s one-year total return is 3.01%. This was made up of a growth return of 3.01% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

The asset allocation of the AMP - Tailored Super - AMP MySuper 1970s managed fund is :

Australian Equities
34.08%
International Equities
50.05%
Cash
3.17%
Property
6.68%
Fixed Interest
3.58%
Alternatives
2.44%

The AMP - Tailored Super - AMP MySuper 1970s managed fund belongs to the Multisector Life Stages ? 1970s sector/asset class.

As at 30 Apr 2020, the size of the AMP - Tailored Super - AMP MySuper 1970s managed fund was $9.7 million.

The AMP - Tailored Super - AMP MySuper 1970s managed fund has an inception date of 1 Jan 2014.

The current entry price of the AMP - Tailored Super - AMP MySuper 1970s managed fund is $14.3693 per unit and the current exit price is $14.3133 per unit (as at 30 Apr 2020).

The current exit price of the AMP - Tailored Super - AMP MySuper 1970s managed fund is $14.3133 per unit and the current entry price is $14.3693 per unit (as at 30 Apr 2020).

The minimum initial investment amount for the AMP - Tailored Super - AMP MySuper 1970s 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.