About the Fund
The Fund invests across a range of traditional and alternative asset classes with an aim to provide strong and stable returns above CPI over rolling 5-year periods. Many investors, particularly those nearing retirement, are looking for investment solutions that help them meet their personal and lifestyle goals. For some investors, this might include a short-term need to fund a holiday, or to purchase a new car.
The Fund may be suitable for those who:
- Are in retirement or thinking about retirement, who don't have the capacity to sustain a sharp decline in their wealth, and desire steady growth in capital to pay for lifestyle wants, e.g. pay for a holiday or purchase a new car, or simply enjoy a higher standard of everyday living.
- Are in the accumulation phase and want to grow their wealth over time but are sensitive to large declines in portfolio value and want less volatility.
Flexibility and process to adapt asset allocation to reflect best opportunities.
Mandates which target differentiated sources of return, such as absolute return focused mandates.
Aims to manage risk and soften the impact of major market falls.
Withdrawals are allowed daily. Withdrawals are normally processed within 5 business days.
What are the risks?
The Fund may be suitable for a consumer with a moderate to high risk profile, seeking to minimise potential losses (eg has the ability to bear up to 4 negative returns over a 20-year period (SRM 5)) and is comfortable with a moderate to high target return profile.
The ‘Risks of investing’ section of the Product Disclosure Statement and Incorporated Information for this Fund provides further information about the risks noted above, as well as information about other investment risks of which you should be aware.
- Returns are not guarantee - When you invest in a managed investment scheme, you should be aware that returns are not guaranteed – future returns may differ from past returns, the level of returns may vary, the value of your investment may vary, and there may be the risk of loss of invested capital.
- Market risk - The Fund invests in securities that are listed on share markets around the world. This means that the Fund will be affected by any risks associated with these securities. This includes how they perform, their strategy, management, how sustainable their earnings are, and other factors that affect the value and performance of a security, as well as those associated with international investments.
- Credit and liquidity risk - The Fund invests in alternative assets. Traditional risks such as credit and liquidity risk can be magnified for alternative assets.
For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.
View our pricing and performance page for more information
Platform Fund
Fund details
| APIR Code | AMP1685AU |
| Investment objective | The Fund aims to provide a total return (income and capital growth ) before costs and before tax, of 4.5% pa above inflation, the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean (published on www.rba.gov.au), on a rolling 5 year basis. In addition, we aim to deliver indicative volatility rate of 4-8% (bond-like) over rolling five years. We aim to deliver this in a manner that is as efficient as possible (with respect to risk and cost) within the bounds above. |
| Minimum suggested timeframe |
5 years |
| Distribution frequency |
Quarterly |
| Product inception date |
02 Dec 2010 |
| Risk level (1-7) |
5 |
| Benchmark | AMP Multi-Asset Fund Benchmark |
| Product status | Open |
| Quarterly distribution estimate | 0.5% |
Direct - this Fund is closed to new investors
Fund details
| APIR Code | AMP1686AU |
| Investment objective | The Fund aims to provide a total return (income and capital growth ) before costs and before tax, of 4.5% pa above inflation, the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean (published on www.rba.gov.au), on a rolling 5 year basis. In addition, we aim to deliver indicative volatility rate of 4-8% (bond-like) over rolling five years. We aim to deliver this in a manner that is as efficient as possible (with respect to risk and cost) within the bounds above. |
| Minimum suggested timeframe |
5 years |
| Distribution frequency |
Quarterly |
| Product inception date |
28 Mar 2011 |
| Risk level (1-7) |
5 |
| Benchmark | AMP Multi-Asset Fund Benchmark |
| Product status | Closed to all client applications from 10 May 2022 |
mFund - this Fund is closed to new investors
| APIR Code | AMP9028AU |
| Investment objective | The Fund aims to provide a total return (income and capital growth ) before costs and before tax, of 4.5% pa above inflation, the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean (published on www.rba.gov.au), on a rolling 5 year basis. In addition, we aim to deliver indicative volatility rate of 4-8% (bond-like) over rolling five years. We aim to deliver this in a manner that is as efficient as possible (with respect to risk and cost) within the bounds above. |
| Minimum suggested timeframe |
5 years |
| Distribution frequency |
Quarterly |
| Product inception date |
02 Dec 2010 |
| Risk level (1-7) |
5 |
| Benchmark | AMP Multi-Asset Fund Benchmark |
| Product status | Closed to all client applications from 10 May 2022 |
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What you need to know
This information has been prepared by National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM). This information is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of NMFM.
While every care has been taken in the preparation of this information, NMFM makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This information has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this information, and seek professional advice, having regard to their objectives, financial situation and needs.
The investment option referred to on this page is available through products issued by N.M. Superannuation Proprietary Ltd ABN 31 008 428 322, AFSL 234654 (NM Super)..
Neither NM Super, NMFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. All information on this website is subject to change without notice. NMFM is part of the AMP group.
The information included on this page was current on the date published within the document or report and issued by the entity identified in the document or report. For up-to-date information, we refer you to the relevant product disclosure statement, target market determination and product updates available at amp.com.au.