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  5. AMP SuperLeader - AMP MySuper Capital Stable - Managed fund profile

AMP SuperLeader - AMP MySuper Capital Stable - Managed Fund (Closed)

Fund Objective
Aims to achieve a rate of return of 2.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested investment timeframe.
Fund Strategy
The aim of this investment option is to provide returns primarily from income, though with some capital growth, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born before 1950.

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 -1.48% 0.21% 4.57% 11.29% 4.82% 5.2% 5.06% -%
Growth return -1.48% 0.21% 4.57% 11.29% 4.82% 5.2% 5.06% -%
Income return 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 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP SuperLeader - AMP MySuper Capital Stable
Australian Equities
22.09%
International Equities
33.67%
Cash
5.23%
Property
5.29%
Fixed Interest
33.47%
Alternatives
0.26%
Average Allocation of Peers
Australian Equities
15.88%
International Equities
27.90%
Cash
9.88%
Property
3.97%
Fixed Interest
35.49%
Alternatives
6.88%

General Information

Fund Details
Type Description
AMP SuperLeader - AMP MySuper Capital Stable
Closed
AMP1892AU
Multisector Balanced
starstarstar (as at 30 Sep 2021)
Superannuation Fund
1 Jan 2014
$0 million (as at 28 Feb 2022)
$1.47339 (as at 30 Sep 2021)
$1.47339 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 1.13% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 1.15% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.04
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
BHP Group Ltd Equity 1.29%
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FAQs about the AMP SuperLeader - AMP MySuper Capital Stable

The objective of the AMP SuperLeader - AMP MySuper Capital Stable managed fund is Aims to achieve a rate of return of 2.0% above the Consumer Price Index, after fees and superannuation tax, over the suggested investment timeframe.

The strategy of the AMP SuperLeader - AMP MySuper Capital Stable managed fund is The aim of this investment option is to provide returns primarily from income, though with some capital growth, through a diversified portfolio. This investment option is an aged-based investment, meaning that its strategy has been designed to meet the investment needs of the average investor born before 1950.

The APIR code of the AMP SuperLeader - AMP MySuper Capital Stable managed fund is AMP1892AU.

AMP SuperLeader - AMP MySuper Capital Stable’s total return last month was -1.48%. This was made up of a growth return of -1.48% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP SuperLeader - AMP MySuper Capital Stable’s total return for the last three months was 0.21%. This was made up of a growth return of 0.21% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP SuperLeader - AMP MySuper Capital Stable’s one-year total return is 11.29%. This was made up of a growth return of 11.29% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP SuperLeader - AMP MySuper Capital Stable’s one-year total return is 5.2%. This was made up of a growth return of 5.2% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP SuperLeader - AMP MySuper Capital Stable managed fund is :

Australian Equities
22.09%
International Equities
33.67%
Cash
5.23%
Property
5.29%
Fixed Interest
33.47%
Alternatives
0.26%

The AMP SuperLeader - AMP MySuper Capital Stable managed fund belongs to the Multisector Balanced sector/asset class.

As at 28 Feb 2022, the size of the AMP SuperLeader - AMP MySuper Capital Stable managed fund was $0 million.

The AMP SuperLeader - AMP MySuper Capital Stable managed fund has an inception date of 1 Jan 2014.

The current entry price of the AMP SuperLeader - AMP MySuper Capital Stable managed fund is $1.47339 per unit and the current exit price is $1.47339 per unit (as at 30 Sep 2021).

The current exit price of the AMP SuperLeader - AMP MySuper Capital Stable managed fund is $1.47339 per unit and the current entry price is $1.47339 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP SuperLeader - AMP MySuper Capital Stable 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.