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  5. AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust - Managed fund profile

AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust - Managed Fund (Closed)

Fund Objective
To provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 200 A-REIT Accumulation Index on a rolling 12 month basis.
Fund Strategy
The portfolio invests in property (and property related) securities listed on the Australian Securities Exchange, and may also invest in property securities listed on securities exchanges outside of Australia, and unlisted securities if listing is anticipated within 12 months. Under normal circumstances this option must have a minimum exposure of at least 90% to listed property, with at least an 80% exposure to securities listed on the Australian Securities Exchange.

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 -1.73% 5.47% 17.21% 27.93% 6.89% 10.8% 7.64% 11.39%
Growth return -1.73% 5.47% 17.21% 27.93% 6.89% 10.8% 7.64% 11.39%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.51% 4.46% 14.2% 52.18% 21.11% 8.02% 6.24% 9.27%
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 - AMP Listed Property Trust
Cash
0%
Property
100%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.99%
Property
94.86%
Australian Equities
2.11%
International Equities
0.74%
Fixed Interest
0.25%
Alternatives
0.05%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust
Closed
AMP0169AU
Equity Australia Real Estate
starstarstarstar (as at 30 Sep 2021)
Superannuation Fund
1 Sep 1996
$0 million (as at 31 Oct 2021)
$4.43552 (as at 30 Sep 2021)
$4.43552 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 2.42% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.42% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
Goodman Group Equity 41.74%
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FAQs about the AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust

The objective of the AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust managed fund is To provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 200 A-REIT Accumulation Index on a rolling 12 month basis.

The strategy of the AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust managed fund is The portfolio invests in property (and property related) securities listed on the Australian Securities Exchange, and may also invest in property securities listed on securities exchanges outside of Australia, and unlisted securities if listing is anticipated within 12 months. Under normal circumstances this option must have a minimum exposure of at least 90% to listed property, with at least an 80% exposure to securities listed on the Australian Securities Exchange.

The APIR code of the AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust managed fund is AMP0169AU.

AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust’s total return last month was -1.73%. This was made up of a growth return of -1.73% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust’s total return for the last three months was 5.47%. This was made up of a growth return of 5.47% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust’s one-year total return is 27.93%. This was made up of a growth return of 27.93% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust’s one-year total return is 10.8%. This was made up of a growth return of 10.8% 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 - AMP Listed Property Trust managed fund is :

Cash
0%
Property
100%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Oct 2021, the size of the AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust managed fund was $0 million.

The AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust managed fund has an inception date of 1 Sep 1996.

The current entry price of the AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust managed fund is $4.43552 per unit and the current exit price is $4.43552 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust managed fund is $4.43552 per unit and the current entry price is $4.43552 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - AMP Listed Property Trust 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.