InvestSMART

AMP - SignatureSuper Allocated Pension - High Growth Index - Managed Fund

Fund Objective
To provide high returns from capital growth over the long-term by investing in growth assets. Exposure to individual asset classes will be attained through the use of index focussed investment managers. This investment option seeks to provide an index focussed solution to diversified investing.
Fund Strategy
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 1.52% 5.68% 6.09% 23.18% 18.88% 8.38% 9.23% 9.72%
Growth return 0.64% 2.44% 9.44% 26.89% 16.08% 8.04% 9.29% 9.55%
Income return 0.88% 3.24% -3.35% -3.71% 2.8% 0.34% -0.06% 0.17%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
As at 30 Sep 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - High Growth Index
Australian Equities
41.69%
International Equities
52.23%
Cash
2.04%
Property
4.02%
Fixed Interest
0.02%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.27%
International Equities
47.90%
Cash
3.52%
Property
4.93%
Fixed Interest
5.75%
Alternatives
3.63%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - High Growth Index
AMP1559AU
Multisector Aggressive
starstarstarstar (as at 30 Sep 2024)
Allocated Pension
21 May 2010
$51.97 million (as at 31 Aug 2024)
$3.51599 (as at 1 Nov 2024)
$3.51599 (as at 1 Nov 2024)
Open
Offer information
Type Description
MER 0.55% (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 3.70%
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FAQs about the AMP - SignatureSuper Allocated Pension - High Growth Index

The objective of the AMP - SignatureSuper Allocated Pension - High Growth Index managed fund is To provide high returns from capital growth over the long-term by investing in growth assets. Exposure to individual asset classes will be attained through the use of index focussed investment managers. This investment option seeks to provide an index focussed solution to diversified investing.

The strategy of the AMP - SignatureSuper Allocated Pension - High Growth Index managed fund is 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 - High Growth Index managed fund is AMP1559AU.

AMP - SignatureSuper Allocated Pension - High Growth Index’s total return last month was 1.52%. This was made up of a growth return of 0.64% and an income return of 0.88%. These returns were calculated as at 30 Sep 2024.

AMP - SignatureSuper Allocated Pension - High Growth Index’s total return for the last three months was 5.68%. This was made up of a growth return of 2.44% and an income return of 3.24%%. These returns were calculated as at 30 Sep 2024.

AMP - SignatureSuper Allocated Pension - High Growth Index’s one-year total return is 23.18%. This was made up of a growth return of 26.89% and an income return of -3.71%. These returns were calculated as at 30 Sep 2024.

AMP - SignatureSuper Allocated Pension - High Growth Index’s one-year total return is 8.38%. This was made up of a growth return of 8.04% and an income return of 0.34%. These returns were calculated as at 30 Sep 2024.

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

Australian Equities
41.69%
International Equities
52.23%
Cash
2.04%
Property
4.02%
Fixed Interest
0.02%
Alternatives
0%

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

As at 31 Aug 2024, the size of the AMP - SignatureSuper Allocated Pension - High Growth Index managed fund was $51.97 million.

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

The current entry price of the AMP - SignatureSuper Allocated Pension - High Growth Index managed fund is $3.51599 per unit and the current exit price is $3.51599 per unit (as at 1 Nov 2024).

The current exit price of the AMP - SignatureSuper Allocated Pension - High Growth Index managed fund is $3.51599 per unit and the current entry price is $3.51599 per unit (as at 1 Nov 2024).

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