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  5. AMP - Flexible Lifetime Super - Specialist Australian Shares - Managed fund profile

AMP - Flexible Lifetime Super - Specialist Australian Shares - Managed Fund (Closed)

Fund Objective
To provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 300 Accumulation Index on a rolling 3 year basis.
Fund Strategy
This investment fund primarily invests in shares listed on the ASX. Managers are also permitted to purchase up to 5% in international listed securities, where those securities are also listed on the ASX. In normal circumstances, the portfolio's international investments are fully hedged back to Australian dollars.

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 -0.43% 3.03% 10.21% 28.58% 11.06% 10.19% 10.25% 9.78%
Growth return -0.43% 3.03% 10.21% 28.58% 11.06% 10.19% 10.25% 9.78%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return -1.31% 2.1% 8.44% 24.89% 13.39% 8.01% 8.17% 8.32%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Super - Specialist Australian Shares
Australian Equities
91.33%
International Equities
4.52%
Cash
1.27%
Property
2.87%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.36%
International Equities
4.21%
Cash
-0.08%
Property
2.11%
Fixed Interest
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Super - Specialist Australian Shares
Closed
AMP0655AU
Equity Australia Large Blend
starstarstarstar (as at 30 Sep 2021)
Superannuation Fund
7 Apr 2003
$0 million (as at 28 Feb 2022)
$4.66808 (as at 30 Sep 2021)
$4.66808 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 2.74% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.74% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.17
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Mar 2024)

Holding (as at 31 Mar 2024) Type % of Portfolio
Woodside Energy Group Ltd Equity 2.60%

FAQs about the AMP - Flexible Lifetime Super - Specialist Australian Shares

The objective of the AMP - Flexible Lifetime Super - Specialist Australian Shares managed fund is To provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 300 Accumulation Index on a rolling 3 year basis.

The strategy of the AMP - Flexible Lifetime Super - Specialist Australian Shares managed fund is This investment fund primarily invests in shares listed on the ASX. Managers are also permitted to purchase up to 5% in international listed securities, where those securities are also listed on the ASX. In normal circumstances, the portfolio's international investments are fully hedged back to Australian dollars.

The APIR code of the AMP - Flexible Lifetime Super - Specialist Australian Shares managed fund is AMP0655AU.

AMP - Flexible Lifetime Super - Specialist Australian Shares’s total return last month was -0.43%. This was made up of a growth return of -0.43% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Super - Specialist Australian Shares’s total return for the last three months was 3.03%. This was made up of a growth return of 3.03% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Super - Specialist Australian Shares’s one-year total return is 28.58%. This was made up of a growth return of 28.58% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Super - Specialist Australian Shares’s one-year total return is 10.19%. This was made up of a growth return of 10.19% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Lifetime Super - Specialist Australian Shares managed fund is :

Australian Equities
91.33%
International Equities
4.52%
Cash
1.27%
Property
2.87%
Fixed Interest
0%
Alternatives
0%

The AMP - Flexible Lifetime Super - Specialist Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 28 Feb 2022, the size of the AMP - Flexible Lifetime Super - Specialist Australian Shares managed fund was $0 million.

The AMP - Flexible Lifetime Super - Specialist Australian Shares managed fund has an inception date of 7 Apr 2003.

The current entry price of the AMP - Flexible Lifetime Super - Specialist Australian Shares managed fund is $4.66808 per unit and the current exit price is $4.66808 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime Super - Specialist Australian Shares managed fund is $4.66808 per unit and the current entry price is $4.66808 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Super - Specialist Australian Shares 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.