InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - Flexible Lifetime & Custom Super - Future Directions High Growth - Managed fund profile

AMP - Flexible Lifetime & Custom Super - Future Directions High Growth - Managed Fund (Closed)

Fund Objective
The portfolio aims to achieve a rate of return above inflation after costs over a seven-year period.
Fund Strategy
To provide high returns over the long term through a diversified portfolio investing mostly in Australian and international shares with some exposure to alternative assets and property.

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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

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 -1.95% 0.84% 7.99% 23.43% 8.77% 7.69% 8.73% 9.84%
Growth return -1.95% 0.84% 7.99% 23.43% 8.77% 7.69% 8.73% 9.84%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
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 - Future Directions High Growth
Australian Equities
42.68%
International Equities
51.70%
Cash
2.82%
Property
2.31%
Fixed Interest
0.48%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.29%
International Equities
47.97%
Cash
3.51%
Property
4.92%
Fixed Interest
5.76%
Alternatives
3.55%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - Future Directions High Growth
Closed
AMP0657AU
Multisector Aggressive
starstarstar (as at 30 Sep 2021)
Superannuation Fund
7 Apr 2003
$0 million (as at 30 Nov 2021)
$3.52123 (as at 30 Sep 2021)
$3.52123 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 2.60% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.60% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.05
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
BHP Group Ltd Equity 3.23%
Login now to view the complete list of holdings.

FAQs about the AMP - Flexible Lifetime & Custom Super - Future Directions High Growth

The objective of the AMP - Flexible Lifetime & Custom Super - Future Directions High Growth managed fund is The portfolio aims to achieve a rate of return above inflation after costs over a seven-year period.

The strategy of the AMP - Flexible Lifetime & Custom Super - Future Directions High Growth managed fund is To provide high returns over the long term through a diversified portfolio investing mostly in Australian and international shares with some exposure to alternative assets and property.

The APIR code of the AMP - Flexible Lifetime & Custom Super - Future Directions High Growth managed fund is AMP0657AU.

AMP - Flexible Lifetime & Custom Super - Future Directions High Growth’s total return last month was -1.95%. This was made up of a growth return of -1.95% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - Future Directions High Growth’s total return for the last three months was 0.84%. This was made up of a growth return of 0.84% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - Future Directions High Growth’s one-year total return is 23.43%. This was made up of a growth return of 23.43% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime & Custom Super - Future Directions High Growth’s one-year total return is 7.69%. This was made up of a growth return of 7.69% 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 - Future Directions High Growth managed fund is :

Australian Equities
42.68%
International Equities
51.70%
Cash
2.82%
Property
2.31%
Fixed Interest
0.48%
Alternatives
0%

The AMP - Flexible Lifetime & Custom Super - Future Directions High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Nov 2021, the size of the AMP - Flexible Lifetime & Custom Super - Future Directions High Growth managed fund was $0 million.

The AMP - Flexible Lifetime & Custom Super - Future Directions High Growth managed fund has an inception date of 7 Apr 2003.

The current entry price of the AMP - Flexible Lifetime & Custom Super - Future Directions High Growth managed fund is $3.52123 per unit and the current exit price is $3.52123 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime & Custom Super - Future Directions High Growth managed fund is $3.52123 per unit and the current entry price is $3.52123 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - Future Directions High Growth 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.