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  5. AMP - SignatureSuper Allocated Pension - Secure Growth - Managed fund profile

AMP - SignatureSuper Allocated Pension - Secure Growth - Managed Fund

Fund Objective
To provide returns (after fees and before tax) which exceed inflation over the longer term, but with lower returns and less variability of returns than would be expected from an investment option with the same exposure to bonds, cash, shares and property.
Fund Strategy
The investment strategy is to invest in a diversified portfolio with a core of cash and bonds and limited exposure to shares and property. Changes to investments can be made according to the outlook for the various investment sectors and the nature of the plan. This is a crediting rate investment option.

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 0.51% 1.53% 3.03% 6.12% 6.08% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
0.36%
Australian Equities
5.48%
International Equities
4.94%
Cash
17.48%
Property
0.50%
Fixed Interest
71.24%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Secure Growth
AMP1328AU
Reserve Backed
Not Rated
Allocated Pension
22 May 2010
$72.64 million (as at 30 Jun 2021)
n/a
n/a
Open
Offer information
Type Description
MER 1.05% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 0.66% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the AMP - SignatureSuper Allocated Pension - Secure Growth

The objective of the AMP - SignatureSuper Allocated Pension - Secure Growth managed fund is To provide returns (after fees and before tax) which exceed inflation over the longer term, but with lower returns and less variability of returns than would be expected from an investment option with the same exposure to bonds, cash, shares and property.

The strategy of the AMP - SignatureSuper Allocated Pension - Secure Growth managed fund is The investment strategy is to invest in a diversified portfolio with a core of cash and bonds and limited exposure to shares and property. Changes to investments can be made according to the outlook for the various investment sectors and the nature of the plan. This is a crediting rate investment option.

The APIR code of the AMP - SignatureSuper Allocated Pension - Secure Growth managed fund is AMP1328AU.

AMP - SignatureSuper Allocated Pension - Secure Growth’s total return last month was 0.51%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Secure Growth’s total return for the last three months was 1.53%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Secure Growth’s one-year total return is 6.12%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

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

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

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The AMP - SignatureSuper Allocated Pension - Secure Growth managed fund belongs to the Reserve Backed sector/asset class.

As at 30 Jun 2021, the size of the AMP - SignatureSuper Allocated Pension - Secure Growth managed fund was $72.64 million.

The AMP - SignatureSuper Allocated Pension - Secure Growth managed fund has an inception date of 22 May 2010.

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

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

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