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  5. AMP SuperLeader Growth - Managed fund profile

AMP SuperLeader Growth - Managed Fund (Closed)

Fund Objective
To provide moderate to high returns over the medium to long term through a portfolio diversified across the main asset classes, but with an emphasis on shares and property.
Fund Strategy
The portfolio aims to achieve a rate of return above inflation after costs over a five-year period and to provide a total return, after costs and before tax, higher than the return from the relevant benchmarks of the underlying investments.

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 -1.62% 1.04% 6.72% 17.13% 7.46% 7.27% 7.78% -%
Growth return -1.62% 1.04% 6.72% 17.13% 7.46% 7.27% 7.78% -%
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 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP SuperLeader Growth
Australian Equities
29.03%
International Equities
41.96%
Cash
4.96%
Property
4.25%
Fixed Interest
19.80%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.51%
International Equities
34.07%
Cash
5.57%
Property
6.79%
Fixed Interest
21.68%
Alternatives
4.38%

General Information

Fund Details
Type Description
AMP SuperLeader Growth
Closed
N.M. Superannuation Proprietary Limited
AMP1883AU
Multisector Growth
starstarstarstar (as at 30 Sep 2021)
Superannuation Fund
25 Oct 2013
$0 million (as at 28 Feb 2022)
$1.7853 (as at 30 Sep 2021)
$1.7853 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
MER 1.20% (as at 7 May 2021)
Indirect Cost Ratio (ICR) - Estimated 1.37% (as at 30 Jun 2020) (Estimated)
Performance fee (included in ICR) 0.04
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 30 Sep 2023)

Holding (as at 30 Sep 2023) Type % of Portfolio
Macquarie Australian Enhanced Index Share Fund Class C Ipac Mutual Fund - Unspecified 27.61%
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FAQs about the AMP SuperLeader Growth

The objective of the AMP SuperLeader Growth managed fund is To provide moderate to high returns over the medium to long term through a portfolio diversified across the main asset classes, but with an emphasis on shares and property.

The strategy of the AMP SuperLeader Growth managed fund is The portfolio aims to achieve a rate of return above inflation after costs over a five-year period and to provide a total return, after costs and before tax, higher than the return from the relevant benchmarks of the underlying investments.

The APIR code of the AMP SuperLeader Growth managed fund is AMP1883AU.

AMP SuperLeader Growth’s total return last month was -1.62%. This was made up of a growth return of -1.62% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP SuperLeader Growth’s total return for the last three months was 1.04%. This was made up of a growth return of 1.04% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP SuperLeader Growth’s one-year total return is 17.13%. This was made up of a growth return of 17.13% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP SuperLeader Growth’s one-year total return is 7.27%. This was made up of a growth return of 7.27% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP SuperLeader Growth managed fund is :

Australian Equities
29.03%
International Equities
41.96%
Cash
4.96%
Property
4.25%
Fixed Interest
19.80%
Alternatives
0%

The Responsible Entity for the AMP SuperLeader Growth managed fund is N.M. Superannuation Proprietary Limited.

The AMP SuperLeader Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 28 Feb 2022, the size of the AMP SuperLeader Growth managed fund was $0 million.

The AMP SuperLeader Growth managed fund has an inception date of 25 Oct 2013.

The current entry price of the AMP SuperLeader Growth managed fund is $1.7853 per unit and the current exit price is $1.7853 per unit (as at 30 Sep 2021).

The current exit price of the AMP SuperLeader Growth managed fund is $1.7853 per unit and the current entry price is $1.7853 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP SuperLeader Growth 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.