InvestSMART

AMP - Flexible Lifetime Investments - S2 - Professional Conservative - Managed Fund

Fund Objective
The Diversified Investment Strategy No. 1 aims to outperform the return of the indices of the underlying asset classes in which the Fund invests, in proportion to the Fund’s strategic asset allocation (SAA) weights, before fees and taxes, over the suggested minimum investment timeframe.
Fund Strategy
The Diversified Investment Strategy No. 1 aims to outperform the return of the indices of the underlying asset classes in which the Fund invests, in proportion to the Fund’s strategic asset allocation (SAA) weights, before fees and taxes, over the suggested minimum 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 0.53% 0% 2.45% 5.07% 6.14% 5.55% 2.65% 3.31%
Growth return 1.15% 1.54% 2.66% 4.92% 5.67% 5.99% 2.05% 0.5%
Income return -0.62% -1.54% -0.21% 0.15% 0.47% -0.44% 0.6% 2.81%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.3% -0.32% 2.07% 5.53% 6.61% 6.23% 3.5% 4.55%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Investments - S2 - Professional Conservative
Australian Equities
10.98%
International Equities
22.11%
Cash
13.14%
Property & Infrastructure
2.68%
Fixed Interest
51.06%
Alternatives
0.03%
Average Allocation of Peers
Australian Equities
11.34%
International Equities
14.76%
Cash
13.16%
Property & Infrastructure
3.53%
Fixed Interest
50.10%
Alternatives
7.10%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - Professional Conservative
AMP Group
AMP1979AU
Multisector Moderate
starstar (as at 31 Jan 2026)
Investment Fund
1 Jul 2014
$0.17 million (as at 31 Jan 2026)
$1.02896 (as at 20 Feb 2026)
$1.02722 (as at 20 Feb 2026)
Open
Offer information
Type Description
MER 1.69% (as at 30 Jun 2025)
Indirect Cost Ratio (ICR) 1.67% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0.01
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025) Type % of Portfolio
Coolabah Active Global Bond AI Class Mutual Fund - Open End 6.06%
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FAQs about the AMP - Flexible Lifetime Investments - S2 - Professional Conservative

The objective of the AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund is The Diversified Investment Strategy No. 1 aims to outperform the return of the indices of the underlying asset classes in which the Fund invests, in proportion to the Fund’s strategic asset allocation (SAA) weights, before fees and taxes, over the suggested minimum investment timeframe.

The strategy of the AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund is The Diversified Investment Strategy No. 1 aims to outperform the return of the indices of the underlying asset classes in which the Fund invests, in proportion to the Fund’s strategic asset allocation (SAA) weights, before fees and taxes, over the suggested minimum investment timeframe.

The APIR code of the AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund is AMP1979AU.

AMP - Flexible Lifetime Investments - S2 - Professional Conservative’s total return last month was 0.53%. This was made up of a growth return of 1.15% and an income return of -0.62%. These returns were calculated as at 31 Jan 2026.

AMP - Flexible Lifetime Investments - S2 - Professional Conservative’s total return for the last three months was 0%. This was made up of a growth return of 1.54% and an income return of -1.54%%. These returns were calculated as at 31 Jan 2026.

AMP - Flexible Lifetime Investments - S2 - Professional Conservative’s one-year total return is 5.07%. This was made up of a growth return of 4.92% and an income return of 0.15%. These returns were calculated as at 31 Jan 2026.

AMP - Flexible Lifetime Investments - S2 - Professional Conservative’s one-year total return is 5.55%. This was made up of a growth return of 5.99% and an income return of -0.44%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund is :

Australian Equities
10.98%
International Equities
22.11%
Cash
13.14%
Property & Infrastructure
2.68%
Fixed Interest
51.06%
Alternatives
0.03%

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund is AMP Group.

The AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Jan 2026, the size of the AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund was $0.17 million.

The AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund has an inception date of 1 Jul 2014.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund is $1.02896 per unit and the current exit price is $1.02722 per unit (as at 20 Feb 2026).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund is $1.02722 per unit and the current entry price is $1.02896 per unit (as at 20 Feb 2026).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - Professional Conservative managed fund is $1,500. Minimum additional investment is $500.

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.