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  5. AMP SD PSP - High Growth - Managed fund profile

AMP SD PSP - High Growth - Managed Fund

Fund Objective
To provide high growth in your investment over the long term with larger fluctuations in value likely. To obtain a rate of return net of investment tax and investment management costs that is consistently greater than the inflation rate by 4.0% pa over the long term.
Fund Strategy
To invest in a diversified mix of growth assets such as equities and property. 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% 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.

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 -2.02% -1.05% 2.1% 6.28% 11.37% 5.95% 10.69% 6.4%
Growth return 1.87% 3.93% 7.92% 14.47% 12.52% 8.04% 7.03% 7.13%
Income return -3.89% -4.98% -5.82% -8.19% -1.15% -2.09% 3.66% -0.73%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return -3.27% -1.71% 0.65% 6.07% 12.07% 7.49% 12.57% 8.11%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP SD PSP - High Growth
Australian Equities
44.06%
International Equities
47.36%
Cash
4.97%
Property
0.01%
Alternatives
3.60%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.20%
International Equities
49.92%
Cash
1.81%
Property
4.70%
Alternatives
3.72%
Fixed Interest
5.65%

General Information

Fund Details
Type Description
AMP SD PSP - High Growth
NML0271AU
Multisector Aggressive
starstarstar (as at 28 Feb 2025)
Superannuation Fund
13 Sep 1999
$137.44 million (as at 29 Jul 2022)
$36.0686 (as at 31 Mar 2025)
$36.022 (as at 31 Mar 2025)
Closed
Offer information
Type Description
Standard entry fee 5%
MER 2.34% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 2.34% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum additional investments $500.00

FAQs about the AMP SD PSP - High Growth

The objective of the AMP SD PSP - High Growth managed fund is To provide high growth in your investment over the long term with larger fluctuations in value likely. To obtain a rate of return net of investment tax and investment management costs that is consistently greater than the inflation rate by 4.0% pa over the long term.

The strategy of the AMP SD PSP - High Growth managed fund is To invest in a diversified mix of growth assets such as equities and property. 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% 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.

The APIR code of the AMP SD PSP - High Growth managed fund is NML0271AU.

AMP SD PSP - High Growth’s total return last month was -2.02%. This was made up of a growth return of 1.87% and an income return of -3.89%. These returns were calculated as at 31 Mar 2025.

AMP SD PSP - High Growth’s total return for the last three months was -1.05%. This was made up of a growth return of 3.93% and an income return of -4.98%%. These returns were calculated as at 31 Mar 2025.

AMP SD PSP - High Growth’s one-year total return is 6.28%. This was made up of a growth return of 14.47% and an income return of -8.19%. These returns were calculated as at 31 Mar 2025.

AMP SD PSP - High Growth’s one-year total return is 5.95%. This was made up of a growth return of 8.04% and an income return of -2.09%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the AMP SD PSP - High Growth managed fund is :

Australian Equities
44.06%
International Equities
47.36%
Cash
4.97%
Property
0.01%
Alternatives
3.60%
Fixed Interest
0%

The AMP SD PSP - High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 29 Jul 2022, the size of the AMP SD PSP - High Growth managed fund was $137.44 million.

The AMP SD PSP - High Growth managed fund has an inception date of 13 Sep 1999.

The current entry price of the AMP SD PSP - High Growth managed fund is $36.0686 per unit and the current exit price is $36.022 per unit (as at 31 Mar 2025).

The current exit price of the AMP SD PSP - High Growth managed fund is $36.022 per unit and the current entry price is $36.0686 per unit (as at 31 Mar 2025).

The minimum initial investment amount for the AMP SD PSP - High Growth managed fund is $1,000. Minimum additional investment 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.