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  5. AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 - Managed fund profile

AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 - Managed Fund (Closed)

Fund Objective
To provide a total return (primarily capital growth with some income) after costs and before tax, above the strategy's performance benchmark on a rolling 3 year basis, by investing across a range of asset types, with high exposure to growth assets.
Fund Strategy
The strategy aims to provide investors with exposure to a diversified range of Australian and international growth sources across asset classes including shares, Australian listed property trusts, and global listed property securities.

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 -2.72% 0.49% 6.76% 18.49% 8.25% 8.2% 8.58% -%
Growth return -2.72% 0.49% 6.76% 18.49% 8.25% 8.2% 8.58% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -0.68% 1.17% 6.1% 16.84% 9.57% 3.59% 4.65% 5.92%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2
Australian Equities
29.03%
International Equities
41.96%
Cash
4.96%
Property
4.25%
Fixed Interest
19.80%
Alternatives
0%
Average Allocation of Peers
Australian Equities
15.88%
International Equities
27.90%
Cash
9.88%
Property
3.97%
Fixed Interest
35.49%
Alternatives
6.88%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2
Closed
AMP2055AU
Multisector Balanced
starstarstarstarstar (as at 30 Sep 2021)
Superannuation Fund
14 Dec 2015
$6.84 million (as at 30 Sep 2021)
$1.62741 (as at 30 Sep 2021)
$1.62741 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 1.57% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 1.60% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments $1,500.00

Top 10 holdings (as at 30 Sep 2023)

Holding (as at 30 Sep 2023) Type % of Portfolio
Macquarie Australian Enhanced Index Share Fund Class C Ipac Mutual Fund - Unspecified 27.61%
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FAQs about the AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2

The objective of the AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund is To provide a total return (primarily capital growth with some income) after costs and before tax, above the strategy's performance benchmark on a rolling 3 year basis, by investing across a range of asset types, with high exposure to growth assets.

The strategy of the AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund is The strategy aims to provide investors with exposure to a diversified range of Australian and international growth sources across asset classes including shares, Australian listed property trusts, and global listed property securities.

The APIR code of the AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund is AMP2055AU.

AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2’s total return last month was -2.72%. This was made up of a growth return of -2.72% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2’s total return for the last three months was 0.49%. This was made up of a growth return of 0.49% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2’s one-year total return is 18.49%. This was made up of a growth return of 18.49% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2’s one-year total return is 8.2%. This was made up of a growth return of 8.2% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund is :

Australian Equities
29.03%
International Equities
41.96%
Cash
4.96%
Property
4.25%
Fixed Interest
19.80%
Alternatives
0%

The AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund was $6.84 million.

The AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund has an inception date of 14 Dec 2015.

The current entry price of the AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund is $1.62741 per unit and the current exit price is $1.62741 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund is $1.62741 per unit and the current entry price is $1.62741 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Allocated Pension - AMP Active Balanced Series 2 managed fund is $20,000. Minimum additional investment is $1500.

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.