InvestSMART

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome - Managed Fund

Fund Objective
The strategy provides exposure to a diversified portfolio of Australian and internationalfixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency.
Fund Strategy
The strategy provides exposure to a diversified portfolio of Australian and internationalfixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.31% -0.65% 0.63% 2.92% 2.72% 2.2% -1.02% 1.1%
Growth return 0.66% -0.02% 0.19% 0.31% 1.7% 1.9% -3.08% -1.69%
Income return -0.35% -0.63% 0.44% 2.61% 1.02% 0.3% 2.06% 2.79%
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
Total return 0.22% -0.56% 0.8% 3.73% 3.33% 3.1% -0.36% 1.88%
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 - Specialist Diversified FixedIncome
Cash
2.68%
Fixed Interest
97.32%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
3.37%
Fixed Interest
95.49%
International Equities
0%
Alternatives
1.14%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome
AMP Group
AMP1991AU
Bonds - Global / Australia
starstar (as at 31 Jan 2026)
Investment Fund
1 Jul 2014
$45635 million (as at 31 Jan 2026)
$0.86877 (as at 19 Feb 2026)
$0.86704 (as at 19 Feb 2026)
Open
Offer information
Type Description
MER 1.51% (as at 30 Jun 2025)
Indirect Cost Ratio (ICR) 1.51% (as at 30 Jun 2025)
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
JPMorgan Global Bond I Mutual Fund - Open End 38.82%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome

The objective of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is The strategy provides exposure to a diversified portfolio of Australian and internationalfixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency.

The strategy of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is The strategy provides exposure to a diversified portfolio of Australian and internationalfixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency.

The APIR code of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is AMP1991AU.

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome’s total return last month was 0.31%. This was made up of a growth return of 0.66% and an income return of -0.35%. These returns were calculated as at 31 Jan 2026.

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome’s total return for the last three months was -0.65%. This was made up of a growth return of -0.02% and an income return of -0.63%%. These returns were calculated as at 31 Jan 2026.

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome’s one-year total return is 2.92%. This was made up of a growth return of 0.31% and an income return of 2.61%. These returns were calculated as at 31 Jan 2026.

AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome’s one-year total return is 2.2%. This was made up of a growth return of 1.9% and an income return of 0.3%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is :

Cash
2.68%
Fixed Interest
97.32%
International Equities
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is AMP Group.

The AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund belongs to the Bonds - Global / Australia sector/asset class.

As at 31 Jan 2026, the size of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund was $45635 million.

The AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund has an inception date of 1 Jul 2014.

The current entry price of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is $0.86877 per unit and the current exit price is $0.86704 per unit (as at 19 Feb 2026).

The current exit price of the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome managed fund is $0.86704 per unit and the current entry price is $0.86877 per unit (as at 19 Feb 2026).

The minimum initial investment amount for the AMP - Flexible Lifetime Investments - S2 - Specialist Diversified FixedIncome 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.