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  5. AMP - SignatureSuper Allocated Pension - Future Directions Conservative - Managed fund profile

AMP - SignatureSuper Allocated Pension - Future Directions Conservative - Managed Fund

Fund Objective
To provide moderate returns over the medium-term through a diversified portfolio, with a bias towards defensive assets such as cash and fixed interest.
Fund Strategy
The Fund provides investors with access to diversified portfolio with a bias toward defensive assets, such as cash and fixed income but also with exposure to shares, property and alternative assets, such as infrastructure and absolute return funds.

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 -0.55% 1.34% 5.04% 11.91% 6.95% 2.59% 3.1% 4.11%
Growth return -0.55% 1.34% 5.04% 11.91% 6.95% 2.59% 3.1% 4.11%
Income return 0% 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 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Future Directions Conservative
Australian Equities
11.05%
International Equities
23.72%
Cash
14.09%
Property
3.93%
Fixed Interest
46.67%
Alternatives
0.55%
Average Allocation of Peers
Australian Equities
11.10%
International Equities
13.65%
Cash
17.14%
Property
4.34%
Fixed Interest
47.59%
Alternatives
6.18%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Future Directions Conservative
AMP1081AU
Multisector Moderate
starstarstar (as at 31 Oct 2024)
Allocated Pension
1 Sep 2006
$95.89 million (as at 30 Sep 2024)
$2.74099 (as at 19 Nov 2024)
$2.74099 (as at 19 Nov 2024)
Open
Offer information
Type Description
MER 0.72% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 0.51% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0.15
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

FAQs about the AMP - SignatureSuper Allocated Pension - Future Directions Conservative

The objective of the AMP - SignatureSuper Allocated Pension - Future Directions Conservative managed fund is To provide moderate returns over the medium-term through a diversified portfolio, with a bias towards defensive assets such as cash and fixed interest.

The strategy of the AMP - SignatureSuper Allocated Pension - Future Directions Conservative managed fund is The Fund provides investors with access to diversified portfolio with a bias toward defensive assets, such as cash and fixed income but also with exposure to shares, property and alternative assets, such as infrastructure and absolute return funds.

The APIR code of the AMP - SignatureSuper Allocated Pension - Future Directions Conservative managed fund is AMP1081AU.

AMP - SignatureSuper Allocated Pension - Future Directions Conservative’s total return last month was -0.55%. This was made up of a growth return of -0.55% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Future Directions Conservative’s total return for the last three months was 1.34%. This was made up of a growth return of 1.34% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Future Directions Conservative’s one-year total return is 11.91%. This was made up of a growth return of 11.91% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Future Directions Conservative’s one-year total return is 2.59%. This was made up of a growth return of 2.59% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the AMP - SignatureSuper Allocated Pension - Future Directions Conservative managed fund is :

Australian Equities
11.05%
International Equities
23.72%
Cash
14.09%
Property
3.93%
Fixed Interest
46.67%
Alternatives
0.55%

The AMP - SignatureSuper Allocated Pension - Future Directions Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Sep 2024, the size of the AMP - SignatureSuper Allocated Pension - Future Directions Conservative managed fund was $95.89 million.

The AMP - SignatureSuper Allocated Pension - Future Directions Conservative managed fund has an inception date of 1 Sep 2006.

The current entry price of the AMP - SignatureSuper Allocated Pension - Future Directions Conservative managed fund is $2.74099 per unit and the current exit price is $2.74099 per unit (as at 19 Nov 2024).

The current exit price of the AMP - SignatureSuper Allocated Pension - Future Directions Conservative managed fund is $2.74099 per unit and the current entry price is $2.74099 per unit (as at 19 Nov 2024).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - Future Directions 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.