InvestSMART

AMP - SignatureSuper Allocated Pension - Professional Balanced - Managed Fund (Closed)

Fund Objective
The Fund aims to provide investors with moderate investment returns, with the likelihood of fluctuations in the value of their investment from year to year.

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 1.98% 6.46% 7% 6.9% 6.42% 8.01% 6.57% -%
Growth return 1.98% 6.46% 7% 6.9% 6.42% 8.01% 6.57% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 30 Apr 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Professional Balanced
Australian Equities
29.99%
International Equities
28.31%
Cash
3.84%
Property
4.31%
Fixed Interest
23.77%
Alternatives
9.78%
Average Allocation of Peers
Australian Equities
27.54%
International Equities
34.01%
Cash
5.65%
Property
6.82%
Fixed Interest
21.54%
Alternatives
4.45%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Professional Balanced
Closed
AMP Superannuation Limited
AMP1779AU
Multisector Growth
starstarstar (as at 30 Apr 2019)
Allocated Pension
28 Oct 2011
$112.75 million (as at 31 May 2014)
$1.96741 (as at 17 May 2019)
$1.96741 (as at 17 May 2019)
Suppressed
Offer information
Type Description
Minimum initial investment
Minimum additional investments

FAQs about the AMP - SignatureSuper Allocated Pension - Professional Balanced

The objective of the AMP - SignatureSuper Allocated Pension - Professional Balanced managed fund is The Fund aims to provide investors with moderate investment returns, with the likelihood of fluctuations in the value of their investment from year to year.

The strategy of the AMP - SignatureSuper Allocated Pension - Professional Balanced managed fund is

The APIR code of the AMP - SignatureSuper Allocated Pension - Professional Balanced managed fund is AMP1779AU.

AMP - SignatureSuper Allocated Pension - Professional Balanced’s total return last month was 1.98%. This was made up of a growth return of 1.98% and an income return of 0%. These returns were calculated as at 30 Apr 2019.

AMP - SignatureSuper Allocated Pension - Professional Balanced’s total return for the last three months was 6.46%. This was made up of a growth return of 6.46% and an income return of 0%%. These returns were calculated as at 30 Apr 2019.

AMP - SignatureSuper Allocated Pension - Professional Balanced’s one-year total return is 6.9%. This was made up of a growth return of 6.9% and an income return of 0%. These returns were calculated as at 30 Apr 2019.

AMP - SignatureSuper Allocated Pension - Professional Balanced’s one-year total return is 8.01%. This was made up of a growth return of 8.01% and an income return of 0%. These returns were calculated as at 30 Apr 2019.

The asset allocation of the AMP - SignatureSuper Allocated Pension - Professional Balanced managed fund is :

Australian Equities
29.99%
International Equities
28.31%
Cash
3.84%
Property
4.31%
Fixed Interest
23.77%
Alternatives
9.78%

The Responsible Entity for the AMP - SignatureSuper Allocated Pension - Professional Balanced managed fund is AMP Superannuation Limited.

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

As at 31 May 2014, the size of the AMP - SignatureSuper Allocated Pension - Professional Balanced managed fund was $112.75 million.

The AMP - SignatureSuper Allocated Pension - Professional Balanced managed fund has an inception date of 28 Oct 2011.

The current entry price of the AMP - SignatureSuper Allocated Pension - Professional Balanced managed fund is $1.96741 per unit and the current exit price is $1.96741 per unit (as at 17 May 2019).

The current exit price of the AMP - SignatureSuper Allocated Pension - Professional Balanced managed fund is $1.96741 per unit and the current entry price is $1.96741 per unit (as at 17 May 2019).

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