InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - SignatureSuper - ipac Income Generator - Managed fund profile

AMP - SignatureSuper - 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

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.37% 0.93% 1.84% 3.43% 7.63% 4.27% 4.38% 5.84%
Growth return -0.37% 0.93% 1.84% 3.43% 7.63% 4.27% 4.38% 5.84%
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 - ipac Income Generator
Australian Equities
32.62%
International Equities
11.83%
Cash
0.46%
Fixed Interest
42.69%
Alternatives
12.40%
Property
0%
Average Allocation of Peers
Australian Equities
15.88%
International Equities
27.91%
Cash
9.88%
Fixed Interest
35.49%
Alternatives
6.87%
Property
3.97%

General Information

Fund Details
Type Description
AMP - SignatureSuper - ipac Income Generator
Closed
AMP1735AU
Multisector Balanced
starstarstar (as at 31 May 2022)
Superannuation Fund
21 Nov 2011
$14.32 million (as at 31 May 2022)
$1.80928 (as at 3 Jun 2022)
$1.80928 (as at 3 Jun 2022)
Finalised
Offer information
Type Description
MER 1.08% (as at 1 Oct 2021)
Indirect Cost Ratio (ICR) - Estimated 0.79% (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 2023)

Holding (as at 30 Sep 2023) Type % of Portfolio
BHP Group Ltd Equity 2.87%
Login now to view the complete list of holdings.

FAQs about the AMP - SignatureSuper - ipac Income Generator

The objective of the AMP - SignatureSuper - 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 - 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 - ipac Income Generator managed fund is AMP1735AU.

AMP - SignatureSuper - ipac Income Generator’s total return last month was -0.37%. This was made up of a growth return of -0.37% and an income return of 0%. These returns were calculated as at 31 May 2022.

AMP - SignatureSuper - ipac Income Generator’s total return for the last three months was 0.93%. This was made up of a growth return of 0.93% and an income return of 0%%. These returns were calculated as at 31 May 2022.

AMP - SignatureSuper - ipac Income Generator’s one-year total return is 3.43%. This was made up of a growth return of 3.43% and an income return of 0%. These returns were calculated as at 31 May 2022.

AMP - SignatureSuper - ipac Income Generator’s one-year total return is 4.27%. This was made up of a growth return of 4.27% and an income return of 0%. These returns were calculated as at 31 May 2022.

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

Australian Equities
32.62%
International Equities
11.83%
Cash
0.46%
Fixed Interest
42.69%
Alternatives
12.40%
Property
0%

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

As at 31 May 2022, the size of the AMP - SignatureSuper - ipac Income Generator managed fund was $14.32 million.

The AMP - SignatureSuper - ipac Income Generator managed fund has an inception date of 21 Nov 2011.

The current entry price of the AMP - SignatureSuper - ipac Income Generator managed fund is $1.80928 per unit and the current exit price is $1.80928 per unit (as at 3 Jun 2022).

The current exit price of the AMP - SignatureSuper - ipac Income Generator managed fund is $1.80928 per unit and the current entry price is $1.80928 per unit (as at 3 Jun 2022).

The minimum initial investment amount for the AMP - SignatureSuper - 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.