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  5. AMP Deferred Annuity NEF - AMP All Growth - Managed fund profile

AMP Deferred Annuity NEF - AMP All Growth - Managed Fund

Fund Objective
To provide high returns over the long term through a portfolio investing mostly in Australian and international shares.
Fund Strategy
Investors seeking to achieve high returns from capital growth over the long-term by investing in growth assets. Capital stability is not a concern as investors are prepared to accept high volatility to pursue potentially greater long-term returns. Investment choices are diverse but carry with them a higher level of risk.

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 1.31% 4.79% 5.15% 17.65% 15.18% 6.28% 7.3% 7.66%
Growth return 0.28% 2.02% 8.14% 21.17% 12.72% 5.9% 7.29% 7.47%
Income return 1.03% 2.77% -2.99% -3.52% 2.46% 0.38% 0.01% 0.19%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
As at 30 Sep 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Deferred Annuity NEF - AMP All Growth
Australian Equities
41.56%
International Equities
47.79%
Cash
1.42%
Property
3.57%
Alternatives
5.66%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.29%
International Equities
47.97%
Cash
3.51%
Property
4.92%
Alternatives
3.55%
Fixed Interest
5.76%

General Information

Fund Details
Type Description
AMP Deferred Annuity NEF - AMP All Growth
AMP Life Limited
AMP0728AU
Multisector Aggressive
starstar (as at 30 Sep 2024)
Superannuation Fund
1 Apr 1991
$4.71 million (as at 31 Dec 2019)
$20.49023 (as at 31 Oct 2024)
$20.38778 (as at 31 Oct 2024)
Open
Offer information
Type Description
MER 1.82% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.82% (as at 30 Jun 2016)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

FAQs about the AMP Deferred Annuity NEF - AMP All Growth

The objective of the AMP Deferred Annuity NEF - AMP All Growth managed fund is To provide high returns over the long term through a portfolio investing mostly in Australian and international shares.

The strategy of the AMP Deferred Annuity NEF - AMP All Growth managed fund is Investors seeking to achieve high returns from capital growth over the long-term by investing in growth assets. Capital stability is not a concern as investors are prepared to accept high volatility to pursue potentially greater long-term returns. Investment choices are diverse but carry with them a higher level of risk.

The APIR code of the AMP Deferred Annuity NEF - AMP All Growth managed fund is AMP0728AU.

AMP Deferred Annuity NEF - AMP All Growth’s total return last month was 1.31%. This was made up of a growth return of 0.28% and an income return of 1.03%. These returns were calculated as at 30 Sep 2024.

AMP Deferred Annuity NEF - AMP All Growth’s total return for the last three months was 4.79%. This was made up of a growth return of 2.02% and an income return of 2.77%%. These returns were calculated as at 30 Sep 2024.

AMP Deferred Annuity NEF - AMP All Growth’s one-year total return is 17.65%. This was made up of a growth return of 21.17% and an income return of -3.52%. These returns were calculated as at 30 Sep 2024.

AMP Deferred Annuity NEF - AMP All Growth’s one-year total return is 6.28%. This was made up of a growth return of 5.9% and an income return of 0.38%. These returns were calculated as at 30 Sep 2024.

The asset allocation of the AMP Deferred Annuity NEF - AMP All Growth managed fund is :

Australian Equities
41.56%
International Equities
47.79%
Cash
1.42%
Property
3.57%
Alternatives
5.66%
Fixed Interest
0%

The Responsible Entity for the AMP Deferred Annuity NEF - AMP All Growth managed fund is AMP Life Limited.

The AMP Deferred Annuity NEF - AMP All Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Dec 2019, the size of the AMP Deferred Annuity NEF - AMP All Growth managed fund was $4.71 million.

The AMP Deferred Annuity NEF - AMP All Growth managed fund has an inception date of 1 Apr 1991.

The current entry price of the AMP Deferred Annuity NEF - AMP All Growth managed fund is $20.49023 per unit and the current exit price is $20.38778 per unit (as at 31 Oct 2024).

The current exit price of the AMP Deferred Annuity NEF - AMP All Growth managed fund is $20.38778 per unit and the current entry price is $20.49023 per unit (as at 31 Oct 2024).

The minimum initial investment amount for the AMP Deferred Annuity NEF - AMP All Growth 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.