InvestSMART

AMP - SuperGuard 2 - Mature - Capital Guaranteed - Managed Fund

Fund Objective
A reserve backed deferred annuity aiming to provide a stable rate of return for investors who seek short term security.
Fund Strategy
Invest predominately in short term fixed interest securities.

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 0.1% 0.29% 0.55% 1.05% 1.03% 1.01% 0.81% 1.42%
Growth return 0.1% 0.29% 0.55% 1.05% 1.03% 1.01% 0.81% 1.42%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
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

AMP - SuperGuard 2 - Mature - Capital Guaranteed
Australian Equities
9.81%
International Equities
5.22%
Cash
13.02%
Property
2.84%
Fixed Interest
69.11%
Alternatives
0%
Average Allocation of Peers
Australian Equities
5.38%
International Equities
4.72%
Cash
20.25%
Property
0.46%
Fixed Interest
68.84%
Alternatives
0.36%

General Information

Fund Details
Type Description
AMP - SuperGuard 2 - Mature - Capital Guaranteed
AMP Life Limited
NML0708AU
Reserve Backed
starstarstar (as at 31 Oct 2024)
Superannuation Fund
1 May 1992
$7.29 million (as at 30 Sep 2024)
$34.319 (as at 31 Oct 2024)
$34.319 (as at 31 Oct 2024)
Open
Offer information
Type Description
MER 3.37% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 3.37% (as at 30 Jun 2016)
Minimum initial investment $1,000.00

FAQs about the AMP - SuperGuard 2 - Mature - Capital Guaranteed

The objective of the AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund is A reserve backed deferred annuity aiming to provide a stable rate of return for investors who seek short term security.

The strategy of the AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund is Invest predominately in short term fixed interest securities.

The APIR code of the AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund is NML0708AU.

AMP - SuperGuard 2 - Mature - Capital Guaranteed’s total return last month was 0.1%. This was made up of a growth return of 0.1% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SuperGuard 2 - Mature - Capital Guaranteed’s total return for the last three months was 0.29%. This was made up of a growth return of 0.29% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP - SuperGuard 2 - Mature - Capital Guaranteed’s one-year total return is 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 Oct 2024.

AMP - SuperGuard 2 - Mature - Capital Guaranteed’s one-year total return is 1.01%. This was made up of a growth return of 1.01% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund is :

Australian Equities
9.81%
International Equities
5.22%
Cash
13.02%
Property
2.84%
Fixed Interest
69.11%
Alternatives
0%

The Responsible Entity for the AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund is AMP Life Limited.

The AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund belongs to the Reserve Backed sector/asset class.

As at 30 Sep 2024, the size of the AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund was $7.29 million.

The AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund has an inception date of 1 May 1992.

The current entry price of the AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund is $34.319 per unit and the current exit price is $34.319 per unit (as at 31 Oct 2024).

The current exit price of the AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund is $34.319 per unit and the current entry price is $34.319 per unit (as at 31 Oct 2024).

The minimum initial investment amount for the AMP - SuperGuard 2 - Mature - Capital Guaranteed managed fund is $1,000.

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.