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AMP - SignatureSuper Allocated Pension - Growth Index - Managed Fund

Fund Objective
To provide moderate to high returns predominantly from capital growth by investing across all asset types, but with a substantially higher exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focussed fund managers.
Fund Strategy
The investment option seeks to provide an index focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate fund managers for each underlying asset class, the fund is designed to provide market tracking returns over the recommended investment time frame.

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 3.49% 5.42% 11.34% 23.26% 13.95% 7.79% 8.45% 8.98%
Growth return 3.49% 5.42% 11.34% 23.26% 13.95% 7.79% 8.45% 8.98%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
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 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Growth Index
Australian Equities
33.16%
International Equities
51.38%
Cash
3.80%
Property
5.80%
Fixed Interest
5.87%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.27%
International Equities
48.56%
Cash
3.14%
Property
4.90%
Fixed Interest
5.64%
Alternatives
3.49%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Growth Index
AMP1558AU
Multisector Aggressive
starstarstar (as at 30 Nov 2024)
Allocated Pension
21 May 2010
$103.87 million (as at 30 Nov 2024)
$3.29683 (as at 23 Dec 2024)
$3.29683 (as at 23 Dec 2024)
Open
Offer information
Type Description
MER 0.54% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 0.22% (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 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
BHP Group Ltd Equity 3.05%
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FAQs about the AMP - SignatureSuper Allocated Pension - Growth Index

The objective of the AMP - SignatureSuper Allocated Pension - Growth Index managed fund is To provide moderate to high returns predominantly from capital growth by investing across all asset types, but with a substantially higher exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focussed fund managers.

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

The APIR code of the AMP - SignatureSuper Allocated Pension - Growth Index managed fund is AMP1558AU.

AMP - SignatureSuper Allocated Pension - Growth Index’s total return last month was 3.49%. This was made up of a growth return of 3.49% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP - SignatureSuper Allocated Pension - Growth Index’s total return for the last three months was 5.42%. This was made up of a growth return of 5.42% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

AMP - SignatureSuper Allocated Pension - Growth Index’s one-year total return is 23.26%. This was made up of a growth return of 23.26% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

AMP - SignatureSuper Allocated Pension - Growth Index’s one-year total return is 7.79%. This was made up of a growth return of 7.79% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

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

Australian Equities
33.16%
International Equities
51.38%
Cash
3.80%
Property
5.80%
Fixed Interest
5.87%
Alternatives
0%

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

As at 30 Nov 2024, the size of the AMP - SignatureSuper Allocated Pension - Growth Index managed fund was $103.87 million.

The AMP - SignatureSuper Allocated Pension - Growth Index managed fund has an inception date of 21 May 2010.

The current entry price of the AMP - SignatureSuper Allocated Pension - Growth Index managed fund is $3.29683 per unit and the current exit price is $3.29683 per unit (as at 23 Dec 2024).

The current exit price of the AMP - SignatureSuper Allocated Pension - Growth Index managed fund is $3.29683 per unit and the current entry price is $3.29683 per unit (as at 23 Dec 2024).

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