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  5. AMP - Flexible Lifetime & Custom Super - Cautious Index - Managed fund profile

AMP - Flexible Lifetime & Custom Super - Cautious Index - Managed Fund (Closed)

Fund Objective
To provide returns primarily from income as well as some capital growth over the short to medium-term, by investing mainly in defensive assets with some exposure to a diversified range of growth assets (higher than the corresponding conservative portfolio). Exposure to individual asset classes will be attained through the use of index focused investment managers.
Fund Strategy
This investment option seeks to provide an index focused solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

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 -1.28% 0.4% 3.09% 6.75% 2.3% 3.66% 3.29% 4.4%
Growth return -1.28% 0.4% 3.09% 6.75% 2.3% 3.66% 3.29% 4.4%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return -0.94% 0.81% 4.73% 12.7% 6.97% 2.07% 2.67% 4.24%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - Cautious Index
Australian Equities
10.21%
International Equities
16.40%
Cash
23.31%
Property
6.02%
Fixed Interest
37.29%
Alternatives
6.77%
Average Allocation of Peers
Australian Equities
11.09%
International Equities
13.67%
Cash
17.10%
Property
4.32%
Fixed Interest
47.58%
Alternatives
6.24%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Cautious Index
Closed
AMP1520AU
Multisector Moderate
starstarstar (as at 30 Sep 2021)
Superannuation Fund
21 May 2010
$14.15 million (as at 30 Sep 2021)
$1.55124 (as at 30 Sep 2021)
$1.55124 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 1.96% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 1.96% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

FAQs about the AMP - Flexible Lifetime & Custom Super - Cautious Index

The objective of the AMP - Flexible Lifetime & Custom Super - Cautious Index managed fund is To provide returns primarily from income as well as some capital growth over the short to medium-term, by investing mainly in defensive assets with some exposure to a diversified range of growth assets (higher than the corresponding conservative portfolio). Exposure to individual asset classes will be attained through the use of index focused investment managers.

The strategy of the AMP - Flexible Lifetime & Custom Super - Cautious Index managed fund is This investment option seeks to provide an index focused solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

The APIR code of the AMP - Flexible Lifetime & Custom Super - Cautious Index managed fund is AMP1520AU.

AMP - Flexible Lifetime & Custom Super - Cautious Index’s total return last month was -1.28%. This was made up of a growth return of -1.28% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - Cautious Index’s total return for the last three months was 0.4%. This was made up of a growth return of 0.4% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - Cautious Index’s one-year total return is 6.75%. This was made up of a growth return of 6.75% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - Cautious Index’s one-year total return is 3.66%. This was made up of a growth return of 3.66% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Lifetime & Custom Super - Cautious Index managed fund is :

Australian Equities
10.21%
International Equities
16.40%
Cash
23.31%
Property
6.02%
Fixed Interest
37.29%
Alternatives
6.77%

The AMP - Flexible Lifetime & Custom Super - Cautious Index managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Lifetime & Custom Super - Cautious Index managed fund was $14.15 million.

The AMP - Flexible Lifetime & Custom Super - Cautious Index managed fund has an inception date of 21 May 2010.

The current entry price of the AMP - Flexible Lifetime & Custom Super - Cautious Index managed fund is $1.55124 per unit and the current exit price is $1.55124 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Cautious Index managed fund is $1.55124 per unit and the current entry price is $1.55124 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - Cautious Index 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.