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  5. AMP Deferred Annuity - AMP Australian Share - Managed fund profile

AMP Deferred Annuity - AMP Australian Share - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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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 3.48% 4.82% 11.25% 24.09% 13.16% 11.89% 10.35% 8.93%
Growth return 3.48% 4.82% 11.25% 24.09% 13.16% 11.89% 10.35% 8.93%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.79% 5.47% 11.53% 23.42% 11.9% 9.55% 8.28% 9.08%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
93.64%
International Equities
4.14%
Cash
-0.31%
Property
2.16%
Fixed Interest
0.40%
Alternatives
-0.03%

General Information

Fund Details
Type Description
AMP Deferred Annuity - AMP Australian Share
AMP Life Limited
AMP0711AU
Equity Australia Large Growth
starstarstarstarstar (as at 30 Nov 2024)
Superannuation Fund
1 Jan 1986
$14.67 million (as at 31 Dec 2019)
$21.50132 (as at 23 Dec 2024)
$21.39381 (as at 23 Dec 2024)
Open
Offer information
Type Description
Standard entry fee 4%
MER 1.78% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.78% (as at 30 Jun 2016)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

FAQs about the AMP Deferred Annuity - AMP Australian Share

The objective of the AMP Deferred Annuity - AMP Australian Share managed fund is

The strategy of the AMP Deferred Annuity - AMP Australian Share managed fund is

The APIR code of the AMP Deferred Annuity - AMP Australian Share managed fund is AMP0711AU.

AMP Deferred Annuity - AMP Australian Share’s total return last month was 3.48%. This was made up of a growth return of 3.48% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Deferred Annuity - AMP Australian Share’s total return for the last three months was 4.82%. This was made up of a growth return of 4.82% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

AMP Deferred Annuity - AMP Australian Share’s one-year total return is 24.09%. This was made up of a growth return of 24.09% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Deferred Annuity - AMP Australian Share’s one-year total return is 11.89%. This was made up of a growth return of 11.89% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the AMP Deferred Annuity - AMP Australian Share managed fund is :

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

The Responsible Entity for the AMP Deferred Annuity - AMP Australian Share managed fund is AMP Life Limited.

The AMP Deferred Annuity - AMP Australian Share managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Dec 2019, the size of the AMP Deferred Annuity - AMP Australian Share managed fund was $14.67 million.

The AMP Deferred Annuity - AMP Australian Share managed fund has an inception date of 1 Jan 1986.

The current entry price of the AMP Deferred Annuity - AMP Australian Share managed fund is $21.50132 per unit and the current exit price is $21.39381 per unit (as at 23 Dec 2024).

The current exit price of the AMP Deferred Annuity - AMP Australian Share managed fund is $21.39381 per unit and the current entry price is $21.50132 per unit (as at 23 Dec 2024).

The minimum initial investment amount for the AMP Deferred Annuity - AMP Australian Share managed fund is $5,000. 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.