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  5. AMP - Flexible Super - Super - AMP Super Easy Cautious - Managed fund profile

AMP - Flexible Super - Super - AMP Super Easy Cautious - Managed Fund (Closed)

Fund Objective
To provide returns primarily from income as well as some capital growth over the short to medium term, by investing mainly in defensive assets with some exposure to a diversified range of growth 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 -1.2% 0.63% 3.55% 7.72% 3.23% 4.6% 4.23% 5.35%
Growth return -1.2% 0.63% 3.55% 7.72% 3.23% 4.6% 4.23% 5.35%
Income return 0% 0% 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 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Super - AMP Super Easy Cautious
Australian Equities
10.21%
International Equities
16.40%
Cash
23.31%
Property
6.02%
Fixed Interest
37.29%
Alternatives
6.77%
Average Allocation of Peers
Australian Equities
11.08%
International Equities
13.65%
Cash
17.14%
Property
4.31%
Fixed Interest
47.60%
Alternatives
6.22%

General Information

Fund Details
Type Description
AMP - Flexible Super - Super - AMP Super Easy Cautious
Closed
AMP1568AU
Multisector Moderate
starstarstarstar (as at 30 Sep 2021)
Superannuation Fund
21 May 2010
$0 million (as at 28 Feb 2022)
$1.72027 (as at 30 Sep 2021)
$1.72027 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 0.93% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 0.93% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the AMP - Flexible Super - Super - AMP Super Easy Cautious

The objective of the AMP - Flexible Super - Super - AMP Super Easy Cautious managed fund is To provide returns primarily from income as well as some capital growth over the short to medium term, by investing mainly in defensive assets with some exposure to a diversified range of growth assets. Exposure to individual asset classes will be attained through the use of index focussed fund managers.

The strategy of the AMP - Flexible Super - Super - AMP Super Easy Cautious 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 - Super - AMP Super Easy Cautious managed fund is AMP1568AU.

AMP - Flexible Super - Super - AMP Super Easy Cautious’s total return last month was -1.2%. This was made up of a growth return of -1.2% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Super - AMP Super Easy Cautious’s total return for the last three months was 0.63%. This was made up of a growth return of 0.63% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Super - AMP Super Easy Cautious’s one-year total return is 7.72%. This was made up of a growth return of 7.72% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Super - Super - AMP Super Easy Cautious’s one-year total return is 4.6%. This was made up of a growth return of 4.6% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Super - Super - AMP Super Easy Cautious managed fund is :

Australian Equities
10.21%
International Equities
16.40%
Cash
23.31%
Property
6.02%
Fixed Interest
37.29%
Alternatives
6.77%

The AMP - Flexible Super - Super - AMP Super Easy Cautious managed fund belongs to the Multisector Moderate sector/asset class.

As at 28 Feb 2022, the size of the AMP - Flexible Super - Super - AMP Super Easy Cautious managed fund was $0 million.

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

The current entry price of the AMP - Flexible Super - Super - AMP Super Easy Cautious managed fund is $1.72027 per unit and the current exit price is $1.72027 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Super - Super - AMP Super Easy Cautious managed fund is $1.72027 per unit and the current entry price is $1.72027 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Super - Super - AMP Super Easy Cautious 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.