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  5. AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable - Managed fund profile

AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable - Managed Fund (Closed)

Fund Objective
To provide returns (before fees) that exceed the performance benchmark over rolling three year periods. The benchmark comprises a portfolio of indices, 70% of which represent interest bearing assets and 30% growth assets.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 25% Cash (10-30%), 10% International Fixed Interest (5-15%), 35% Australian Fixed Interest (30-40%), 5% Listed Property (0-10%), 10% International Shares (5-15%) and 15% Australian Shares (10-20%).

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 2.65% 0.07% 1.12% -2.54% 2.27% 3.67% -% -%
Growth return 2.65% 0.07% 1.12% -2.54% 2.27% 3.67% -% -%
Income return 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 Term Pension - Barclays Diversified Stable
Australian Equities
13.58%
International Equities
8.10%
Cash
24.25%
Property
4.92%
Fixed Interest
36.16%
Alternatives
12.99%
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 Term Pension - Barclays Diversified Stable
Closed
AMP Superannuation Limited
AMP0909AU
Multisector Moderate
starstarstar (as at 31 Aug 2008)
Allocated Pension
20 Sep 2004
$0.66 million (as at 31 Jul 2008)
n/a
$1.5197 (as at 11 Sep 2008)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 2.20% (as at 30 Sep 2006)
Minimum initial investment

FAQs about the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable

The objective of the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund is To provide returns (before fees) that exceed the performance benchmark over rolling three year periods. The benchmark comprises a portfolio of indices, 70% of which represent interest bearing assets and 30% growth assets.

The strategy of the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund is The Funds benchmark asset allocation and ranges are: 25% Cash (10-30%), 10% International Fixed Interest (5-15%), 35% Australian Fixed Interest (30-40%), 5% Listed Property (0-10%), 10% International Shares (5-15%) and 15% Australian Shares (10-20%).

The APIR code of the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund is AMP0909AU.

AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable’s total return last month was 2.65%. This was made up of a growth return of 2.65% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable’s total return for the last three months was 0.07%. This was made up of a growth return of 0.07% and an income return of 0%%. These returns were calculated as at 31 Aug 2008.

AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable’s one-year total return is -2.54%. This was made up of a growth return of -2.54% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable’s one-year total return is 3.67%. This was made up of a growth return of 3.67% and an income return of 0%. These returns were calculated as at 31 Aug 2008.

The asset allocation of the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund is :

Australian Equities
13.58%
International Equities
8.10%
Cash
24.25%
Property
4.92%
Fixed Interest
36.16%
Alternatives
12.99%

The Responsible Entity for the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund is AMP Superannuation Limited.

The AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Jul 2008, the size of the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund was $0.66 million.

The AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund has an inception date of 20 Sep 2004.

The current entry price of the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund is $ per unit and the current exit price is $1.5197 per unit (as at 11 Sep 2008).

The current exit price of the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable managed fund is $1.5197 per unit and the current entry price is $ per unit (as at 11 Sep 2008).

The minimum initial investment amount for the AMP - Flexible Lifetime Term Pension - Barclays Diversified Stable 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.