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  5. AMP - Retirement Bond - Multi-manager High Growth - Managed fund profile

AMP - Retirement Bond - Multi-manager High Growth - Managed Fund

Fund Objective
To provide a return (net of investment tax and investment management costs) over a rolling 5 year period, that exceeds the return from published benchmarks for each asset class1 and is competitive with comparable funds that have similar risk characteristics and allocation to growth assets of 95% to 100%.
Fund Strategy
To invest in a diversified mix of growth assets such as equities and property. Growth assets will have a benchmark allocation of 100%, although up to 5% may be invested in defensive assets such as cash and fixed interest. To invest using a range of complementary specialist investment managers.

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 359.51% 355.6% 383.37% 349.45% 115.75% 80.82% 42.99% 24.79%
Growth return 0.1% 3.07% 8.05% -4.13% 2.33% 10.17% 5.94% 7.48%
Income return 359.41% 352.53% 375.32% 353.58% 113.42% 70.65% 37.05% 17.31%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 3.58% 5.32% 10.87% 23.14% 14.25% 8.16% 8.88% 9.51%
As at 30 Apr 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Retirement Bond - Multi-manager High Growth
Australian Equities
40.46%
International Equities
45.78%
Cash
4.67%
Property
5.46%
Alternatives
3.64%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.27%
International Equities
48.56%
Cash
3.14%
Property
4.90%
Alternatives
3.49%
Fixed Interest
5.64%

General Information

Fund Details
Type Description
AMP - Retirement Bond - Multi-manager High Growth
NML0546AU
Multisector Aggressive
starstarstarstarstar (as at 30 Apr 2023)
Superannuation Fund
16 Feb 2004
$0 million (as at 31 Oct 2024)
$0.006 (as at 31 Mar 2024)
$0.006 (as at 31 Mar 2024)
Open
Offer information
Type Description
Standard entry fee 5%
MER 2.24% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 2.24% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum redemption amount $1,000.00

FAQs about the AMP - Retirement Bond - Multi-manager High Growth

The objective of the AMP - Retirement Bond - Multi-manager High Growth managed fund is To provide a return (net of investment tax and investment management costs) over a rolling 5 year period, that exceeds the return from published benchmarks for each asset class1 and is competitive with comparable funds that have similar risk characteristics and allocation to growth assets of 95% to 100%.

The strategy of the AMP - Retirement Bond - Multi-manager High Growth managed fund is To invest in a diversified mix of growth assets such as equities and property. Growth assets will have a benchmark allocation of 100%, although up to 5% may be invested in defensive assets such as cash and fixed interest. To invest using a range of complementary specialist investment managers.

The APIR code of the AMP - Retirement Bond - Multi-manager High Growth managed fund is NML0546AU.

AMP - Retirement Bond - Multi-manager High Growth’s total return last month was 359.51%. This was made up of a growth return of 0.1% and an income return of 359.41%. These returns were calculated as at 30 Apr 2023.

AMP - Retirement Bond - Multi-manager High Growth’s total return for the last three months was 355.6%. This was made up of a growth return of 3.07% and an income return of 352.53%%. These returns were calculated as at 30 Apr 2023.

AMP - Retirement Bond - Multi-manager High Growth’s one-year total return is 349.45%. This was made up of a growth return of -4.13% and an income return of 353.58%. These returns were calculated as at 30 Apr 2023.

AMP - Retirement Bond - Multi-manager High Growth’s one-year total return is 80.82%. This was made up of a growth return of 10.17% and an income return of 70.65%. These returns were calculated as at 30 Apr 2023.

The asset allocation of the AMP - Retirement Bond - Multi-manager High Growth managed fund is :

Australian Equities
40.46%
International Equities
45.78%
Cash
4.67%
Property
5.46%
Alternatives
3.64%
Fixed Interest
0%

The AMP - Retirement Bond - Multi-manager High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Oct 2024, the size of the AMP - Retirement Bond - Multi-manager High Growth managed fund was $0 million.

The AMP - Retirement Bond - Multi-manager High Growth managed fund has an inception date of 16 Feb 2004.

The current entry price of the AMP - Retirement Bond - Multi-manager High Growth managed fund is $0.006 per unit and the current exit price is $0.006 per unit (as at 31 Mar 2024).

The current exit price of the AMP - Retirement Bond - Multi-manager High Growth managed fund is $0.006 per unit and the current entry price is $0.006 per unit (as at 31 Mar 2024).

The minimum initial investment amount for the AMP - Retirement Bond - Multi-manager High Growth managed fund is $1,000.

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.