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  5. AMP - Flexible Super - Super - AMP MySuper Balanced - Managed fund profile

AMP - Flexible Super - Super - AMP MySuper Balanced - Managed Fund (Closed)

Fund Objective
To provide moderate to high returns primarily from capital growth with some income over the long term through a diversified portfolio, with a higher exposure to growth assets (such as shares and property).
Fund Strategy
The exposure to the different sources of risk and return will typically be through index exposure to a range of traditional listed markets. This investment option's asset allocation is actively managed to take advantage of long-term under and over-valuations between asset classes.

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 4.51% -10.5% -6.86% -2.54% 2.84% 3.91% 4.34% -%
Growth return 4.51% -10.5% -6.86% -2.54% 2.84% 3.91% 4.34% -%
Income return 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 Apr 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Super - AMP MySuper Balanced
Australian Equities
25.65%
International Equities
38.80%
Cash
7.90%
Property
6.67%
Fixed Interest
20.98%
Alternatives
0%
Average Allocation of Peers
Australian Equities
15.86%
International Equities
27.73%
Cash
10.19%
Property
3.97%
Fixed Interest
35.38%
Alternatives
6.87%

General Information

Fund Details
Type Description
AMP - Flexible Super - Super - AMP MySuper Balanced
Closed
AMP Superannuation Limited
AMP1904AU
Multisector Balanced
starstarstarstar (as at 30 Apr 2020)
Superannuation Fund
1 Jan 2014
$1075.85 million (as at 30 Apr 2020)
$1.44251 (as at 15 May 2020)
$1.44251 (as at 15 May 2020)
Finalised
Offer information
Type Description
MER 0.69% (as at 30 Sep 2019)
Indirect Cost Ratio (ICR) 0.69% (as at 30 Jun 2019)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

FAQs about the AMP - Flexible Super - Super - AMP MySuper Balanced

The objective of the AMP - Flexible Super - Super - AMP MySuper Balanced managed fund is To provide moderate to high returns primarily from capital growth with some income over the long term through a diversified portfolio, with a higher exposure to growth assets (such as shares and property).

The strategy of the AMP - Flexible Super - Super - AMP MySuper Balanced managed fund is The exposure to the different sources of risk and return will typically be through index exposure to a range of traditional listed markets. This investment option's asset allocation is actively managed to take advantage of long-term under and over-valuations between asset classes.

The APIR code of the AMP - Flexible Super - Super - AMP MySuper Balanced managed fund is AMP1904AU.

AMP - Flexible Super - Super - AMP MySuper Balanced’s total return last month was 4.51%. This was made up of a growth return of 4.51% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Flexible Super - Super - AMP MySuper Balanced’s total return for the last three months was -10.5%. This was made up of a growth return of -10.5% and an income return of 0%%. These returns were calculated as at 30 Apr 2020.

AMP - Flexible Super - Super - AMP MySuper Balanced’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 30 Apr 2020.

AMP - Flexible Super - Super - AMP MySuper Balanced’s one-year total return is 3.91%. This was made up of a growth return of 3.91% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

The asset allocation of the AMP - Flexible Super - Super - AMP MySuper Balanced managed fund is :

Australian Equities
25.65%
International Equities
38.80%
Cash
7.90%
Property
6.67%
Fixed Interest
20.98%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Super - Super - AMP MySuper Balanced managed fund is AMP Superannuation Limited.

The AMP - Flexible Super - Super - AMP MySuper Balanced managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Apr 2020, the size of the AMP - Flexible Super - Super - AMP MySuper Balanced managed fund was $1075.85 million.

The AMP - Flexible Super - Super - AMP MySuper Balanced managed fund has an inception date of 1 Jan 2014.

The current entry price of the AMP - Flexible Super - Super - AMP MySuper Balanced managed fund is $1.44251 per unit and the current exit price is $1.44251 per unit (as at 15 May 2020).

The current exit price of the AMP - Flexible Super - Super - AMP MySuper Balanced managed fund is $1.44251 per unit and the current entry price is $1.44251 per unit (as at 15 May 2020).

The minimum initial investment amount for the AMP - Flexible Super - Super - AMP MySuper Balanced 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.