InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative - Managed fund profile

AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative - Managed Fund (Closed)

Fund Objective
To provide a total return (primarily income with some capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 3-year basis.
Fund Strategy
The portfolio invests in all asset classes, with a core of cash and fixed interest and some exposure to shares 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 1.68% 2.34% 5.84% 9.53% 3.81% 4.12% 3.59% 4.09%
Growth return 1.68% 2.34% 5.84% 9.53% 3.81% 4.12% 3.59% 4.09%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
15.04%
Australian Equities
10.90%
International Equities
14.96%
Property & Infrastructure
3.69%
Fixed Interest
49.81%
Alternatives
5.60%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative
Closed
AMP1044AU
Multisector Moderate
starstar (as at 30 Apr 2021)
Allocated Pension
8 Aug 2005
$0.14 million (as at 30 Apr 2021)
$1.85171 (as at 7 May 2021)
$1.85171 (as at 7 May 2021)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 2.62% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.62% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.04
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

FAQs about the AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative

The objective of the AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative managed fund is To provide a total return (primarily income with some capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 3-year basis.

The strategy of the AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative managed fund is The portfolio invests in all asset classes, with a core of cash and fixed interest and some exposure to shares and property.

The APIR code of the AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative managed fund is AMP1044AU.

AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative’s total return last month was 1.68%. This was made up of a growth return of 1.68% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative’s total return for the last three months was 2.34%. This was made up of a growth return of 2.34% and an income return of 0%%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative’s one-year total return is 9.53%. This was made up of a growth return of 9.53% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative’s one-year total return is 4.12%. This was made up of a growth return of 4.12% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative managed fund is :

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

The AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Apr 2021, the size of the AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative managed fund was $0.14 million.

The AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative managed fund has an inception date of 8 Aug 2005.

The current entry price of the AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative managed fund is $1.85171 per unit and the current exit price is $1.85171 per unit (as at 7 May 2021).

The current exit price of the AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative managed fund is $1.85171 per unit and the current entry price is $1.85171 per unit (as at 7 May 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Term Pension - Res Investment Leaders Conservative 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.