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  5. AMP - Corporate Super - Guaranteed Plus - Managed fund profile

AMP - Corporate Super - Guaranteed Plus - Managed Fund

Fund Objective
To guarantee net contributions, rollovers and interest credited. We aim to credit investment returns (net of investment tax) that exceed net bank bill rates as measured on an annual basis by the UBS Australian Bank Bill Index, with less variability in returns than would be expected of a non-guaranteed portfolio with similar asset allocation.
Fund Strategy
To invest mostly in fixed interest and cash. Fixed interest includes government bonds, corporate bonds and loans. 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 0.2% 0.6% 1.2% 2.37% 2.02% 1.38% 0.95% 1.14%
Growth return 0.2% 0.6% 1.2% 2.37% 2.02% 1.38% 0.95% 1.14%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Corporate Super - Guaranteed Plus
Cash
35.81%
Fixed Interest
64.19%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
20.21%
Fixed Interest
68.86%
Australian Equities
5.33%
International Equities
4.79%
Property
0.46%
Alternatives
0.35%

General Information

Fund Details
Type Description
AMP - Corporate Super - Guaranteed Plus
AMP Life Limited
NML0501AU
Reserve Backed
starstarstar (as at 31 Oct 2024)
Superannuation Fund
1 Apr 1985
$1 million (as at 30 Sep 2024)
$74.4389 (as at 31 Oct 2024)
$74.4389 (as at 31 Oct 2024)
Open
Offer information
Type Description
Standard entry fee 5%
MER 1.68% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.68% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum redemption amount $1,000.00

FAQs about the AMP - Corporate Super - Guaranteed Plus

The objective of the AMP - Corporate Super - Guaranteed Plus managed fund is To guarantee net contributions, rollovers and interest credited. We aim to credit investment returns (net of investment tax) that exceed net bank bill rates as measured on an annual basis by the UBS Australian Bank Bill Index, with less variability in returns than would be expected of a non-guaranteed portfolio with similar asset allocation.

The strategy of the AMP - Corporate Super - Guaranteed Plus managed fund is To invest mostly in fixed interest and cash. Fixed interest includes government bonds, corporate bonds and loans. Accumulated capital reserves are used to reduce variability in investment returns.

The APIR code of the AMP - Corporate Super - Guaranteed Plus managed fund is NML0501AU.

AMP - Corporate Super - Guaranteed Plus’s total return last month was 0.2%. This was made up of a growth return of 0.2% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - Corporate Super - Guaranteed Plus’s total return for the last three months was 0.6%. This was made up of a growth return of 0.6% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP - Corporate Super - Guaranteed Plus’s one-year total return is 2.37%. This was made up of a growth return of 2.37% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - Corporate Super - Guaranteed Plus’s one-year total return is 1.38%. This was made up of a growth return of 1.38% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the AMP - Corporate Super - Guaranteed Plus managed fund is :

Cash
35.81%
Fixed Interest
64.19%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the AMP - Corporate Super - Guaranteed Plus managed fund is AMP Life Limited.

The AMP - Corporate Super - Guaranteed Plus managed fund belongs to the Reserve Backed sector/asset class.

As at 30 Sep 2024, the size of the AMP - Corporate Super - Guaranteed Plus managed fund was $1 million.

The AMP - Corporate Super - Guaranteed Plus managed fund has an inception date of 1 Apr 1985.

The current entry price of the AMP - Corporate Super - Guaranteed Plus managed fund is $74.4389 per unit and the current exit price is $74.4389 per unit (as at 31 Oct 2024).

The current exit price of the AMP - Corporate Super - Guaranteed Plus managed fund is $74.4389 per unit and the current entry price is $74.4389 per unit (as at 31 Oct 2024).

The minimum initial investment amount for the AMP - Corporate Super - Guaranteed Plus 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.