InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP Portfolio Plan - Superannuation Fund - Managed fund profile

AMP Portfolio Plan - Superannuation Fund - Managed Fund

Fund Objective
N/A
Fund Strategy
Invest in a mix of assets.

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 2.79% 3.99% 8.63% 17.31% 9.93% 5.68% 6.25% 7.13%
Growth return 2.79% 3.99% 8.63% 17.31% 9.93% 5.68% 6.25% 7.13%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.98% 4.07% 9.17% 18.84% 11.44% 6.08% 6.76% 7.77%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Portfolio Plan - Superannuation Fund
Australian Equities
29.19%
International Equities
41.38%
Cash
5.23%
Property
4.15%
Fixed Interest
20.05%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.54%
International Equities
33.90%
Cash
5.64%
Property
6.85%
Fixed Interest
21.68%
Alternatives
4.39%

General Information

Fund Details
Type Description
AMP Portfolio Plan - Superannuation Fund
AMP Life Limited
AMP0405AU
Multisector Growth
starstarstarstar (as at 30 Nov 2024)
Superannuation Fund
1 Oct 1980
n/a
$88.31932 (as at 23 Dec 2024)
$88.22813 (as at 23 Dec 2024)
Open
Offer information
Type Description
Standard entry fee 6%
MER 0.72% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 0.72% (as at 30 Jun 2016)

Top 10 holdings (as at 30 Sep 2023)

Holding (as at 30 Sep 2023) Type % of Portfolio
Macquarie Australian Enhanced Index Share Fund Class C Ipac Mutual Fund - Unspecified 27.61%
Login now to view the complete list of holdings.

FAQs about the AMP Portfolio Plan - Superannuation Fund

The objective of the AMP Portfolio Plan - Superannuation Fund managed fund is N/A

The strategy of the AMP Portfolio Plan - Superannuation Fund managed fund is Invest in a mix of assets.

The APIR code of the AMP Portfolio Plan - Superannuation Fund managed fund is AMP0405AU.

AMP Portfolio Plan - Superannuation Fund’s total return last month was 2.79%. This was made up of a growth return of 2.79% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Portfolio Plan - Superannuation Fund’s total return for the last three months was 3.99%. This was made up of a growth return of 3.99% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

AMP Portfolio Plan - Superannuation Fund’s one-year total return is 17.31%. This was made up of a growth return of 17.31% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP Portfolio Plan - Superannuation Fund’s one-year total return is 5.68%. This was made up of a growth return of 5.68% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the AMP Portfolio Plan - Superannuation Fund managed fund is :

Australian Equities
29.19%
International Equities
41.38%
Cash
5.23%
Property
4.15%
Fixed Interest
20.05%
Alternatives
0%

The Responsible Entity for the AMP Portfolio Plan - Superannuation Fund managed fund is AMP Life Limited.

The AMP Portfolio Plan - Superannuation Fund managed fund belongs to the Multisector Growth sector/asset class.

As at 31 May 2010, the size of the AMP Portfolio Plan - Superannuation Fund managed fund was $ million.

The AMP Portfolio Plan - Superannuation Fund managed fund has an inception date of 1 Oct 1980.

The current entry price of the AMP Portfolio Plan - Superannuation Fund managed fund is $88.31932 per unit and the current exit price is $88.22813 per unit (as at 23 Dec 2024).

The current exit price of the AMP Portfolio Plan - Superannuation Fund managed fund is $88.22813 per unit and the current entry price is $88.31932 per unit (as at 23 Dec 2024).

The minimum initial investment amount for the AMP Portfolio Plan - Superannuation Fund managed fund is $.

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.