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  5. AMP - Flexible Lifetime Term Pension - AMP Secure Growth - Managed fund profile

AMP - Flexible Lifetime Term Pension - AMP Secure Growth - Managed Fund (Closed)

Fund Objective
To provide moderate to greater returns over the medium to longer term through a diversified portfolio across the major asset sectors which partially replicate their underlying market indices.
Fund Strategy
The Funds benchmark asset allocation is 3% Cash, 15% Int'l Fixed Interest, 12% Aust Fixed Interest, 10% Listed Property, 30% Int'l Shares and 30% Aust Shares.

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 0.33% 0.96% 1.95% 3.61% 3.37% 3.6% 4% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 31 Mar 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Term Pension - AMP Secure Growth
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
20.21%
Australian Equities
5.33%
International Equities
4.79%
Property
0.46%
Fixed Interest
68.86%
Alternatives
0.35%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Term Pension - AMP Secure Growth
Closed
AMP0905AU
Reserve Backed
starstarstarstarstar (as at 31 Mar 2017)
Allocated Pension
20 Sep 2004
$0 million (as at 31 Oct 2022)
n/a
n/a
Finalised
Offer information
Type Description
MER 2.34% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.34% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

FAQs about the AMP - Flexible Lifetime Term Pension - AMP Secure Growth

The objective of the AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund is To provide moderate to greater returns over the medium to longer term through a diversified portfolio across the major asset sectors which partially replicate their underlying market indices.

The strategy of the AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund is The Funds benchmark asset allocation is 3% Cash, 15% Int'l Fixed Interest, 12% Aust Fixed Interest, 10% Listed Property, 30% Int'l Shares and 30% Aust Shares.

The APIR code of the AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund is AMP0905AU.

AMP - Flexible Lifetime Term Pension - AMP Secure Growth’s total return last month was 0.33%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2022.

AMP - Flexible Lifetime Term Pension - AMP Secure Growth’s total return for the last three months was 0.96%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Mar 2022.

AMP - Flexible Lifetime Term Pension - AMP Secure Growth’s one-year total return is 3.61%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2022.

AMP - Flexible Lifetime Term Pension - AMP Secure Growth’s one-year total return is 3.6%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2022.

The asset allocation of the AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund is :

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

The AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund belongs to the Reserve Backed sector/asset class.

As at 31 Oct 2022, the size of the AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund was $0 million.

The AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund has an inception date of 20 Sep 2004.

The current entry price of the AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the AMP - Flexible Lifetime Term Pension - AMP Secure Growth managed fund is $1,500. 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.