InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP Personal Achiever - AMP Moderate Growth - Managed fund profile

AMP Personal Achiever - AMP Moderate Growth - Managed Fund

Fund Objective
To provide returns greater than those from cash or fixed interest over the medium to long term through a diversified portfolio of cash, fixed interest, shares and property.
Fund Strategy
Investors seeking to achieve 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. Capital stability is still a priority, however investors are willing to accept some risk and low levels of volatility to achieve these returns.

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 1.8% 2.25% 5.76% 10.4% 6.18% 2.17% 2.67% 3.31%
Growth return 1.8% 2.25% 5.76% 10.4% 6.18% 2.17% 2.67% 3.31%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.42% 2.92% 7.48% 14.92% 9.07% 4.06% 4.79% 6.12%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Personal Achiever - AMP Moderate Growth
Australian Equities
18.03%
International Equities
25.52%
Cash
11.24%
Property
6.06%
Fixed Interest
28.67%
Alternatives
10.49%
Average Allocation of Peers
Australian Equities
15.92%
International Equities
27.94%
Cash
9.79%
Property
4%
Fixed Interest
35.51%
Alternatives
6.84%

General Information

Fund Details
Type Description
AMP Personal Achiever - AMP Moderate Growth
AMP Life Limited
AMP0242AU
Multisector Balanced
starstarstar (as at 30 Nov 2024)
Investment Fund
5 Apr 1994
$0.19 million (as at 31 Dec 2019)
n/a
$3.10086 (as at 23 Dec 2024)
Closed
Offer information
Type Description
Minimum initial investment $500.00

FAQs about the AMP Personal Achiever - AMP Moderate Growth

The objective of the AMP Personal Achiever - AMP Moderate Growth managed fund is To provide returns greater than those from cash or fixed interest over the medium to long term through a diversified portfolio of cash, fixed interest, shares and property.

The strategy of the AMP Personal Achiever - AMP Moderate Growth managed fund is Investors seeking to achieve 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. Capital stability is still a priority, however investors are willing to accept some risk and low levels of volatility to achieve these returns.

The APIR code of the AMP Personal Achiever - AMP Moderate Growth managed fund is AMP0242AU.

AMP Personal Achiever - AMP Moderate Growth’s total return last month was 1.8%. This was made up of a growth return of 1.8% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Personal Achiever - AMP Moderate Growth’s total return for the last three months was 2.25%. This was made up of a growth return of 2.25% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

AMP Personal Achiever - AMP Moderate Growth’s one-year total return is 10.4%. This was made up of a growth return of 10.4% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Personal Achiever - AMP Moderate Growth’s one-year total return is 2.17%. This was made up of a growth return of 2.17% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the AMP Personal Achiever - AMP Moderate Growth managed fund is :

Australian Equities
18.03%
International Equities
25.52%
Cash
11.24%
Property
6.06%
Fixed Interest
28.67%
Alternatives
10.49%

The Responsible Entity for the AMP Personal Achiever - AMP Moderate Growth managed fund is AMP Life Limited.

The AMP Personal Achiever - AMP Moderate Growth managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Dec 2019, the size of the AMP Personal Achiever - AMP Moderate Growth managed fund was $0.19 million.

The AMP Personal Achiever - AMP Moderate Growth managed fund has an inception date of 5 Apr 1994.

The current entry price of the AMP Personal Achiever - AMP Moderate Growth managed fund is $ per unit and the current exit price is $3.10086 per unit (as at 23 Dec 2024).

The current exit price of the AMP Personal Achiever - AMP Moderate Growth managed fund is $3.10086 per unit and the current entry price is $ per unit (as at 23 Dec 2024).

The minimum initial investment amount for the AMP Personal Achiever - AMP Moderate Growth managed fund is $500.

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.