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  5. AMP - Flexible Lifetime & Custom Super - BT Active Conservative - Managed fund profile

AMP - Flexible Lifetime & Custom Super - BT Active Conservative - Managed Fund (Closed)

Fund Objective
To maximise returns by adding value in stock selection and asset allocation. Suggested investment timeframe is 3 years plus.
Fund Strategy
Invests in fixed interest, cash, listed property trusts, alternative investments, and a limited amount of Australian and overseas shares through the BT Pooled Super Conservative Super Trust. Asset allocation ranges (with benchmarks in brackets): Australian shares 8-22% (15%), international shares 0-10% (6%), Australian listed property trusts 0-10% (4%), Australian and international fixed interest 30-70% (50%), cash 10-62% (25%), alternative investments 0-5% (0%).

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 1.92% -0.18% 1.06% -2.44% 1.45% 3.33% 5% 4.08%
Growth return 1.92% -0.18% 1.06% -2.44% 1.45% 3.33% 5% 4.08%
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 31 Aug 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - BT Active Conservative
Australian Equities
12.50%
International Equities
10%
Cash
16%
Property
4%
Fixed Interest
49.50%
Alternatives
8%
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 - BT Active Conservative
Closed
AMP Superannuation Limited
AMP0155AU
Multisector Moderate
starstarstar (as at 31 Aug 2008)
Superannuation Fund
1 Sep 1996
$35.33 million (as at 31 Jul 2008)
$1.861 (as at 11 Sep 2008)
$1.861 (as at 11 Sep 2008)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 1% (as at 30 Jun 2012)
Minimum initial investment

FAQs about the AMP - Flexible Lifetime & Custom Super - BT Active Conservative

The objective of the AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund is To maximise returns by adding value in stock selection and asset allocation. Suggested investment timeframe is 3 years plus.

The strategy of the AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund is Invests in fixed interest, cash, listed property trusts, alternative investments, and a limited amount of Australian and overseas shares through the BT Pooled Super Conservative Super Trust. Asset allocation ranges (with benchmarks in brackets): Australian shares 8-22% (15%), international shares 0-10% (6%), Australian listed property trusts 0-10% (4%), Australian and international fixed interest 30-70% (50%), cash 10-62% (25%), alternative investments 0-5% (0%).

The APIR code of the AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund is AMP0155AU.

AMP - Flexible Lifetime & Custom Super - BT Active Conservative’s total return last month was 1.92%. This was made up of a growth return of 1.92% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

AMP - Flexible Lifetime & Custom Super - BT Active Conservative’s total return for the last three months was -0.18%. This was made up of a growth return of -0.18% and an income return of 0%%. These returns were calculated as at 31 Aug 2008.

AMP - Flexible Lifetime & Custom Super - BT Active Conservative’s one-year total return is -2.44%. This was made up of a growth return of -2.44% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

AMP - Flexible Lifetime & Custom Super - BT Active Conservative’s one-year total return is 3.33%. This was made up of a growth return of 3.33% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

The asset allocation of the AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund is :

Australian Equities
12.50%
International Equities
10%
Cash
16%
Property
4%
Fixed Interest
49.50%
Alternatives
8%

The Responsible Entity for the AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund is AMP Superannuation Limited.

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

As at 31 Jul 2008, the size of the AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund was $35.33 million.

The AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund has an inception date of 1 Sep 1996.

The current entry price of the AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund is $1.861 per unit and the current exit price is $1.861 per unit (as at 11 Sep 2008).

The current exit price of the AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund is $1.861 per unit and the current entry price is $1.861 per unit (as at 11 Sep 2008).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - BT Active Conservative managed fund 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.