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  5. AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative - Managed fund profile

AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative - Managed Fund (Closed)

Fund Objective
To provide moderate returns from a balance of income and capital growth over the medium to long term, by investing in a diversified mix of growth and defensive assets. Exposure to individual asset classes will be attained through the use of index focussed fund managers.
Fund Strategy
The investment option seeks to provide an index focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate fund managers for each underlying asset class, the fund is designed to provide market tracking returns over the recommended investment time frame.

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 -1.94% 0.78% 5.17% 12.71% 5.32% 6.43% 6.25% 7.65%
Growth return -1.94% 0.78% 5.17% 12.71% 5.32% 6.43% 6.25% 7.65%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -0.68% 1.17% 6.1% 16.84% 9.57% 3.59% 4.65% 5.92%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative
Australian Equities
18.25%
International Equities
31.22%
Cash
11.84%
Property
5.88%
Fixed Interest
32.81%
Alternatives
0%
Average Allocation of Peers
Australian Equities
15.88%
International Equities
27.90%
Cash
9.88%
Property
3.97%
Fixed Interest
35.49%
Alternatives
6.88%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative
Closed
AMP1581AU
Multisector Balanced
starstarstar (as at 30 Sep 2021)
Allocated Pension
21 May 2010
$617.45 million (as at 30 Sep 2021)
$2.10945 (as at 30 Sep 2021)
$2.10945 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 0.94% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 0.94% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
BHP Group Ltd Equity 1.68%
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FAQs about the AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative

The objective of the AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative managed fund is To provide moderate returns from a balance of income and capital growth over the medium to long term, by investing in a diversified mix of growth and defensive assets. Exposure to individual asset classes will be attained through the use of index focussed fund managers.

The strategy of the AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative managed fund is The investment option seeks to provide an index focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate fund managers for each underlying asset class, the fund is designed to provide market tracking returns over the recommended investment time frame.

The APIR code of the AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative managed fund is AMP1581AU.

AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative’s total return last month was -1.94%. This was made up of a growth return of -1.94% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative’s total return for the last three months was 0.78%. This was made up of a growth return of 0.78% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative’s one-year total return is 12.71%. This was made up of a growth return of 12.71% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative’s one-year total return is 6.43%. This was made up of a growth return of 6.43% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative managed fund is :

Australian Equities
18.25%
International Equities
31.22%
Cash
11.84%
Property
5.88%
Fixed Interest
32.81%
Alternatives
0%

The AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative managed fund was $617.45 million.

The AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative managed fund has an inception date of 21 May 2010.

The current entry price of the AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative managed fund is $2.10945 per unit and the current exit price is $2.10945 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative managed fund is $2.10945 per unit and the current entry price is $2.10945 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Super - Retirement - AMP Super Easy Moderately Conservative 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.