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  5. AMP - SignatureSuper Allocated Pension - ipac Income Generator - Managed fund profile

AMP - SignatureSuper Allocated Pension - ipac Income Generator - Managed Fund (Closed)

Fund Objective
To provide regular income with some capital growth over the medium to long-term with moderate fluctuations in value likely.
Fund Strategy
The portfolio uses a range of specialist investment managers to invest in a diversified mix of income-producing assets, including traditional income-generating investments like fixed interest and growth assets like equities (particularly Australian shares that generally pay higher dividends and can provide franking credits).

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 -0.31% 1.14% 2.18% 3.85% 8.49% 4.78% 5.01% 6.65%
Growth return -0.31% 1.14% 2.18% 3.85% 8.49% 4.78% 5.01% 6.65%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -0.68% 1.17% 6.1% 16.84% 9.57% 3.59% 4.65% 5.92%
As at 31 May 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - ipac Income Generator
Australian Equities
32.77%
International Equities
11.69%
Cash
1.10%
Fixed Interest
41.70%
Alternatives
12.74%
Property
0%
Average Allocation of Peers
Australian Equities
15.93%
International Equities
27.55%
Cash
10.33%
Fixed Interest
35.42%
Alternatives
6.82%
Property
3.95%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - ipac Income Generator
Closed
AMP1742AU
Multisector Balanced
starstarstarstar (as at 31 May 2022)
Allocated Pension
20 Dec 2011
$40.89 million (as at 31 May 2022)
$1.96665 (as at 3 Jun 2022)
$1.96665 (as at 3 Jun 2022)
Finalised
Offer information
Type Description
MER 1.05% (as at 1 Oct 2021)
Indirect Cost Ratio (ICR) - Estimated 0.76% (as at 30 Jun 2021) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
Dexus Community Infrastructure Fund Class O Alternatives - Infrastructure 8.30%
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FAQs about the AMP - SignatureSuper Allocated Pension - ipac Income Generator

The objective of the AMP - SignatureSuper Allocated Pension - ipac Income Generator managed fund is To provide regular income with some capital growth over the medium to long-term with moderate fluctuations in value likely.

The strategy of the AMP - SignatureSuper Allocated Pension - ipac Income Generator managed fund is The portfolio uses a range of specialist investment managers to invest in a diversified mix of income-producing assets, including traditional income-generating investments like fixed interest and growth assets like equities (particularly Australian shares that generally pay higher dividends and can provide franking credits).

The APIR code of the AMP - SignatureSuper Allocated Pension - ipac Income Generator managed fund is AMP1742AU.

AMP - SignatureSuper Allocated Pension - ipac Income Generator’s total return last month was -0.31%. This was made up of a growth return of -0.31% and an income return of 0%. These returns were calculated as at 31 May 2022.

AMP - SignatureSuper Allocated Pension - ipac Income Generator’s total return for the last three months was 1.14%. This was made up of a growth return of 1.14% and an income return of 0%%. These returns were calculated as at 31 May 2022.

AMP - SignatureSuper Allocated Pension - ipac Income Generator’s one-year total return is 3.85%. This was made up of a growth return of 3.85% and an income return of 0%. These returns were calculated as at 31 May 2022.

AMP - SignatureSuper Allocated Pension - ipac Income Generator’s one-year total return is 4.78%. This was made up of a growth return of 4.78% and an income return of 0%. These returns were calculated as at 31 May 2022.

The asset allocation of the AMP - SignatureSuper Allocated Pension - ipac Income Generator managed fund is :

Australian Equities
32.77%
International Equities
11.69%
Cash
1.10%
Fixed Interest
41.70%
Alternatives
12.74%
Property
0%

The AMP - SignatureSuper Allocated Pension - ipac Income Generator managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 May 2022, the size of the AMP - SignatureSuper Allocated Pension - ipac Income Generator managed fund was $40.89 million.

The AMP - SignatureSuper Allocated Pension - ipac Income Generator managed fund has an inception date of 20 Dec 2011.

The current entry price of the AMP - SignatureSuper Allocated Pension - ipac Income Generator managed fund is $1.96665 per unit and the current exit price is $1.96665 per unit (as at 3 Jun 2022).

The current exit price of the AMP - SignatureSuper Allocated Pension - ipac Income Generator managed fund is $1.96665 per unit and the current entry price is $1.96665 per unit (as at 3 Jun 2022).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - ipac Income Generator 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.