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Account availability/ Commencement Super accounts only / 1 December 2007
Investment objective Super accounts:

  • Achieve returns net of fees and tax which are higher than the return from the performance benchmark of the option’s underlying funds and at least equal to CPI + 3.5% over a rolling five year period
Likelihood of a negative annual return Less than five in every 20 years
Standard Risk Measure

This option is fully invested in the AMP Capital Ethical Leaders Balanced Fund. The following links provide access to documents with more information regarding this investment fund’s:

Asset AllocationInvestment Range
Australian Equities 25.0% 15 - 40%
International Equities 30.0% 15 - 40%
Emerging Markets 3.0% 0 - 8%
Global Listed Property 4.0% 0 - 10%
Direct Property 5.0% 0 - 10%
Infrastructure 4.0% 0 - 7%
Alternative Assets Growth 2.0% 0 - 6%
Australian Bonds 13.0% 0 - 20%
International Bonds & Credit 12.0% 0 - 25%
Cash 2.0% 0 - 20%
Currency exposure20%10 - 30%

12 months to 30 June
2019 8.01%
2018 9.17%
2017 7.60%
2016 0.66%
2015 9.17%

 

Five year compound average to 30 June 2019
6.86% p.a.

 

 

Investment performance

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