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  5. AMP - SignatureSuper Allocated Pension - Balanced Index - Managed fund profile

AMP - SignatureSuper Allocated Pension - Balanced Index - Managed Fund

Fund Objective
To provide moderate to higher returns primarily from capital growth with some income over the long-term by investing across the main asset classes, with higher exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focused investment managers.
Fund Strategy
This investment option seeks to provide an index focused solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

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 -0.02% 2.09% 8.37% 22.02% 12.43% 5.62% 6.69% 7.45%
Growth return -0.02% 2.09% 8.37% 22.02% 12.43% 5.62% 6.69% 7.45%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Balanced Index
Australian Equities
26.30%
International Equities
42.35%
Cash
5.64%
Property
6.84%
Fixed Interest
18.86%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.52%
International Equities
34.02%
Cash
5.63%
Property
6.78%
Fixed Interest
21.64%
Alternatives
4.40%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Balanced Index
AMP1137AU
Multisector Growth
starstarstarstar (as at 31 Oct 2024)
Allocated Pension
30 Aug 2007
$682.13 million (as at 30 Sep 2024)
$2.44466 (as at 20 Nov 2024)
$2.44466 (as at 20 Nov 2024)
Open
Offer information
Type Description
MER 0.53% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 0.21% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Mar 2024)

Holding (as at 31 Mar 2024) Type % of Portfolio
Commonwealth Bank Of Australia Limited 11am Cash Account Aud Cash - Currency 0.18%
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FAQs about the AMP - SignatureSuper Allocated Pension - Balanced Index

The objective of the AMP - SignatureSuper Allocated Pension - Balanced Index managed fund is To provide moderate to higher returns primarily from capital growth with some income over the long-term by investing across the main asset classes, with higher exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focused investment managers.

The strategy of the AMP - SignatureSuper Allocated Pension - Balanced Index managed fund is This investment option seeks to provide an index focused solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

The APIR code of the AMP - SignatureSuper Allocated Pension - Balanced Index managed fund is AMP1137AU.

AMP - SignatureSuper Allocated Pension - Balanced Index’s total return last month was -0.02%. This was made up of a growth return of -0.02% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Balanced Index’s total return for the last three months was 2.09%. This was made up of a growth return of 2.09% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Balanced Index’s one-year total return is 22.02%. This was made up of a growth return of 22.02% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Balanced Index’s one-year total return is 5.62%. This was made up of a growth return of 5.62% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the AMP - SignatureSuper Allocated Pension - Balanced Index managed fund is :

Australian Equities
26.30%
International Equities
42.35%
Cash
5.64%
Property
6.84%
Fixed Interest
18.86%
Alternatives
0%

The AMP - SignatureSuper Allocated Pension - Balanced Index managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Sep 2024, the size of the AMP - SignatureSuper Allocated Pension - Balanced Index managed fund was $682.13 million.

The AMP - SignatureSuper Allocated Pension - Balanced Index managed fund has an inception date of 30 Aug 2007.

The current entry price of the AMP - SignatureSuper Allocated Pension - Balanced Index managed fund is $2.44466 per unit and the current exit price is $2.44466 per unit (as at 20 Nov 2024).

The current exit price of the AMP - SignatureSuper Allocated Pension - Balanced Index managed fund is $2.44466 per unit and the current entry price is $2.44466 per unit (as at 20 Nov 2024).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - Balanced Index 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.