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  5. AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative - Managed fund profile

AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative - Managed Fund (Closed)

Fund Objective
"With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world (see page 12 for more information)."
Fund Strategy
"To provide a total return (primarily income with some capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 3-year basis. The portfolio invests in all asset classes, with a core of cash and fixed interest and some exposure to shares and property."

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 -6.59% -6.34% -5.64% -1.28% 2.2% 2.54% 2.11% -%
Growth return -6.59% -6.34% -5.64% -1.28% 2.2% 2.54% 2.11% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return -0.94% 0.81% 4.73% 12.7% 6.97% 2.07% 2.67% 4.24%
As at 31 Mar 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
17.14%
Australian Equities
11.10%
International Equities
13.65%
Property
4.34%
Fixed Interest
47.59%
Alternatives
6.18%

General Information

Fund Details
Type Description
AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative
Closed
AMP Superannuation Limited
AMP1916AU
Multisector Moderate
starstarstar (as at 31 Mar 2020)
Superannuation Fund
1 Jan 2014
$21.4 million (as at 31 Mar 2020)
$1.25417 (as at 28 Apr 2020)
$1.25417 (as at 28 Apr 2020)
Finalised
Offer information
Type Description
MER 0.84% (as at 30 Sep 2019)
Indirect Cost Ratio (ICR) 0.84% (as at 30 Jun 2019)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

FAQs about the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative

The objective of the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund is "With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world (see page 12 for more information)."

The strategy of the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund is "To provide a total return (primarily income with some capital growth) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 3-year basis. The portfolio invests in all asset classes, with a core of cash and fixed interest and some exposure to shares and property."

The APIR code of the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund is AMP1916AU.

AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative’s total return last month was -6.59%. This was made up of a growth return of -6.59% and an income return of 0%. These returns were calculated as at 31 Mar 2020.

AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative’s total return for the last three months was -6.34%. This was made up of a growth return of -6.34% and an income return of 0%%. These returns were calculated as at 31 Mar 2020.

AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative’s one-year total return is -1.28%. This was made up of a growth return of -1.28% and an income return of 0%. These returns were calculated as at 31 Mar 2020.

AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative’s one-year total return is 2.54%. This was made up of a growth return of 2.54% and an income return of 0%. These returns were calculated as at 31 Mar 2020.

The asset allocation of the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund is :

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

The Responsible Entity for the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Mar 2020, the size of the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund was $21.4 million.

The AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund has an inception date of 1 Jan 2014.

The current entry price of the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund is $1.25417 per unit and the current exit price is $1.25417 per unit (as at 28 Apr 2020).

The current exit price of the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund is $1.25417 per unit and the current entry price is $1.25417 per unit (as at 28 Apr 2020).

The minimum initial investment amount for the AMP - SignatureSuper - AnglicanNat MySuper RIL Conservative managed fund is $0. Minimum additional investment 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.