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  5. AMP - SignatureSuper Allocated Pension - Moderately Conservative Index - Managed fund profile

AMP - SignatureSuper Allocated Pension - Moderately Conservative Index - Managed Fund

Fund Objective
To provide moderate returns from a balance of income and capital growth over the medium to long-term, by investing in a diversified mix of growth and defensive assets. Exposure to individual asset classes will be attained through the use of index focused investment 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 -0.42% 1.69% 7.04% 17.87% 9.92% 3.91% 4.68% 5.76%
Growth return -0.42% 1.69% 7.04% 17.87% 9.92% 3.91% 4.68% 5.76%
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 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Moderately Conservative Index
Australian Equities
18.25%
International Equities
31.22%
Cash
11.84%
Property
5.88%
Fixed Interest
32.81%
Alternatives
0%
Average Allocation of Peers
Australian Equities
15.86%
International Equities
27.73%
Cash
10.19%
Property
3.97%
Fixed Interest
35.38%
Alternatives
6.87%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Moderately Conservative Index
AMP1557AU
Multisector Balanced
starstarstar (as at 31 Oct 2024)
Allocated Pension
21 May 2010
$504.05 million (as at 30 Sep 2024)
$2.30858 (as at 19 Nov 2024)
$2.30858 (as at 19 Nov 2024)
Open
Offer information
Type Description
MER 0.53% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 0.20% (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 1.68%
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FAQs about the AMP - SignatureSuper Allocated Pension - Moderately Conservative Index

The objective of the AMP - SignatureSuper Allocated Pension - Moderately Conservative Index managed fund is To provide moderate returns from a balance of income and capital growth over the medium to long-term, by investing in a diversified mix of growth and defensive 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 - Moderately Conservative 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 - Moderately Conservative Index managed fund is AMP1557AU.

AMP - SignatureSuper Allocated Pension - Moderately Conservative Index’s total return last month was -0.42%. This was made up of a growth return of -0.42% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Moderately Conservative Index’s total return for the last three months was 1.69%. This was made up of a growth return of 1.69% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Moderately Conservative Index’s one-year total return is 17.87%. This was made up of a growth return of 17.87% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Moderately Conservative Index’s one-year total return is 3.91%. This was made up of a growth return of 3.91% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

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

Australian Equities
18.25%
International Equities
31.22%
Cash
11.84%
Property
5.88%
Fixed Interest
32.81%
Alternatives
0%

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

As at 30 Sep 2024, the size of the AMP - SignatureSuper Allocated Pension - Moderately Conservative Index managed fund was $504.05 million.

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

The current entry price of the AMP - SignatureSuper Allocated Pension - Moderately Conservative Index managed fund is $2.30858 per unit and the current exit price is $2.30858 per unit (as at 19 Nov 2024).

The current exit price of the AMP - SignatureSuper Allocated Pension - Moderately Conservative Index managed fund is $2.30858 per unit and the current entry price is $2.30858 per unit (as at 19 Nov 2024).

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