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  5. AMP - SignatureSuper - Brookfield MySuper Balanced Index - Managed fund profile

AMP - SignatureSuper - Brookfield MySuper Balanced Index - Managed Fund (Closed)

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 -2.09% -1.65% -2.58% 2.59% 10.18% 5.81% 6.25% -%
Growth return -2.09% -1.65% -2.58% 2.59% 10.18% 5.81% 6.25% -%
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 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - Brookfield MySuper Balanced Index
Australian Equities
26%
International Equities
41.08%
Cash
5.92%
Property
6.78%
Fixed Interest
20.22%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.60%
International Equities
33.81%
Cash
5.73%
Property
6.79%
Fixed Interest
21.70%
Alternatives
4.37%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Brookfield MySuper Balanced Index
Closed
AMP1917AU
Multisector Growth
starstarstarstar (as at 30 Apr 2022)
Superannuation Fund
1 Jan 2014
$80.08 million (as at 30 Apr 2022)
$1.71632 (as at 26 May 2022)
$1.71632 (as at 26 May 2022)
Finalised
Offer information
Type Description
MER 0.50% (as at 1 Oct 2021)
Indirect Cost Ratio (ICR) 0.41% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments

FAQs about the AMP - SignatureSuper - Brookfield MySuper Balanced Index

The objective of the AMP - SignatureSuper - Brookfield MySuper Balanced Index managed fund is

The strategy of the AMP - SignatureSuper - Brookfield MySuper Balanced Index managed fund is

The APIR code of the AMP - SignatureSuper - Brookfield MySuper Balanced Index managed fund is AMP1917AU.

AMP - SignatureSuper - Brookfield MySuper Balanced Index’s total return last month was -2.09%. This was made up of a growth return of -2.09% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

AMP - SignatureSuper - Brookfield MySuper Balanced Index’s total return for the last three months was -1.65%. This was made up of a growth return of -1.65% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

AMP - SignatureSuper - Brookfield MySuper Balanced Index’s one-year total return is 2.59%. This was made up of a growth return of 2.59% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

AMP - SignatureSuper - Brookfield MySuper Balanced Index’s one-year total return is 5.81%. This was made up of a growth return of 5.81% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

The asset allocation of the AMP - SignatureSuper - Brookfield MySuper Balanced Index managed fund is :

Australian Equities
26%
International Equities
41.08%
Cash
5.92%
Property
6.78%
Fixed Interest
20.22%
Alternatives
0%

The AMP - SignatureSuper - Brookfield MySuper Balanced Index managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2022, the size of the AMP - SignatureSuper - Brookfield MySuper Balanced Index managed fund was $80.08 million.

The AMP - SignatureSuper - Brookfield MySuper Balanced Index managed fund has an inception date of 1 Jan 2014.

The current entry price of the AMP - SignatureSuper - Brookfield MySuper Balanced Index managed fund is $1.71632 per unit and the current exit price is $1.71632 per unit (as at 26 May 2022).

The current exit price of the AMP - SignatureSuper - Brookfield MySuper Balanced Index managed fund is $1.71632 per unit and the current entry price is $1.71632 per unit (as at 26 May 2022).

The minimum initial investment amount for the AMP - SignatureSuper - Brookfield MySuper Balanced 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.