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  5. AMP - Multifund Flexible Income Plan - AMP Secure Growth - Managed fund profile

AMP - Multifund Flexible Income Plan - AMP Secure Growth - Managed Fund

Fund Objective
To provide longer term returns between those expected from cash and a market linked fund with the same asset backing, but with less variability of returns than would be expected from such a fund with its exposure to growth assets.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 0% Fixed Interest (50-90%), 0% Listed Property (0-10%), 0% Direct Property (0-10%), 0% International Shares (0-10%) and 0% Australian Shares (0-10%).

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 0.36% 1.08% 2.13% 4.27% 3.85% 3.85% 4.11% 4.23%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 31 Jul 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Multifund Flexible Income Plan - AMP Secure Growth
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
20.03%
Australian Equities
5.33%
International Equities
4.76%
Property
0.47%
Fixed Interest
69.07%
Alternatives
0.35%

General Information

Fund Details
Type Description
AMP - Multifund Flexible Income Plan - AMP Secure Growth
AMP Superannuation Limited
AMP0765AU
Reserve Backed
starstarstarstarstar (as at 31 Mar 2017)
Allocated Pension
1 Feb 1999
$13.87 million (as at 31 Dec 2019)
n/a
$1
Open
Offer information
Type Description
Standard entry fee 4%
MER 0.38% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 0.38% (as at 30 Jun 2016)
Performance fee (not included in ICR) 0.08
Minimum initial investment

FAQs about the AMP - Multifund Flexible Income Plan - AMP Secure Growth

The objective of the AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund is To provide longer term returns between those expected from cash and a market linked fund with the same asset backing, but with less variability of returns than would be expected from such a fund with its exposure to growth assets.

The strategy of the AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund is The Funds benchmark asset allocation and ranges are: 0% Fixed Interest (50-90%), 0% Listed Property (0-10%), 0% Direct Property (0-10%), 0% International Shares (0-10%) and 0% Australian Shares (0-10%).

The APIR code of the AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund is AMP0765AU.

AMP - Multifund Flexible Income Plan - AMP Secure Growth’s total return last month was 0.36%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2022.

AMP - Multifund Flexible Income Plan - AMP Secure Growth’s total return for the last three months was 1.08%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jul 2022.

AMP - Multifund Flexible Income Plan - AMP Secure Growth’s one-year total return is 4.27%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2022.

AMP - Multifund Flexible Income Plan - AMP Secure Growth’s one-year total return is 3.85%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2022.

The asset allocation of the AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund is :

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

The Responsible Entity for the AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund is AMP Superannuation Limited.

The AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund belongs to the Reserve Backed sector/asset class.

As at 31 Dec 2019, the size of the AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund was $13.87 million.

The AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund has an inception date of 1 Feb 1999.

The current entry price of the AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund is $ per unit and the current exit price is $1 per unit (as at ).

The current exit price of the AMP - Multifund Flexible Income Plan - AMP Secure Growth managed fund is $1 per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the AMP - Multifund Flexible Income Plan - AMP Secure Growth 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.