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AMP - SignatureSuper - Professional Alternative Balanced - 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 -1.05% -1.81% -4.45% -1.73% 6.38% 3.26% 3.62% 6.25%
Growth return -1.05% -1.81% -4.45% -1.73% 6.38% 3.26% 3.62% 6.25%
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 - Professional Alternative Balanced
Australian Equities
22.44%
International Equities
23.50%
Cash
5.62%
Property
4.04%
Fixed Interest
15.80%
Alternatives
28.61%
Average Allocation of Peers
Australian Equities
15.88%
International Equities
27.91%
Cash
9.88%
Property
3.97%
Fixed Interest
35.49%
Alternatives
6.87%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Professional Alternative Balanced
Closed
AMP1733AU
Multisector Balanced
starstarstar (as at 31 May 2022)
Superannuation Fund
21 Nov 2011
$1.96 million (as at 31 May 2022)
$1.92461 (as at 3 Jun 2022)
$1.92461 (as at 3 Jun 2022)
Finalised
Offer information
Type Description
MER 1.46% (as at 1 Oct 2021)
Indirect Cost Ratio (ICR) - Estimated 1.17% (as at 30 Jun 2021) (Estimated)
Performance fee (included in ICR) 0.11
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the AMP - SignatureSuper - Professional Alternative Balanced

The objective of the AMP - SignatureSuper - Professional Alternative Balanced managed fund is

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

The APIR code of the AMP - SignatureSuper - Professional Alternative Balanced managed fund is AMP1733AU.

AMP - SignatureSuper - Professional Alternative Balanced’s total return last month was -1.05%. This was made up of a growth return of -1.05% and an income return of 0%. These returns were calculated as at 31 May 2022.

AMP - SignatureSuper - Professional Alternative Balanced’s total return for the last three months was -1.81%. This was made up of a growth return of -1.81% and an income return of 0%%. These returns were calculated as at 31 May 2022.

AMP - SignatureSuper - Professional Alternative Balanced’s one-year total return is -1.73%. This was made up of a growth return of -1.73% and an income return of 0%. These returns were calculated as at 31 May 2022.

AMP - SignatureSuper - Professional Alternative Balanced’s one-year total return is 3.26%. This was made up of a growth return of 3.26% and an income return of 0%. These returns were calculated as at 31 May 2022.

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

Australian Equities
22.44%
International Equities
23.50%
Cash
5.62%
Property
4.04%
Fixed Interest
15.80%
Alternatives
28.61%

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

As at 31 May 2022, the size of the AMP - SignatureSuper - Professional Alternative Balanced managed fund was $1.96 million.

The AMP - SignatureSuper - Professional Alternative Balanced managed fund has an inception date of 21 Nov 2011.

The current entry price of the AMP - SignatureSuper - Professional Alternative Balanced managed fund is $1.92461 per unit and the current exit price is $1.92461 per unit (as at 3 Jun 2022).

The current exit price of the AMP - SignatureSuper - Professional Alternative Balanced managed fund is $1.92461 per unit and the current entry price is $1.92461 per unit (as at 3 Jun 2022).

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