AMP Superannuation Savings Trust

AMP Superannuation Savings Trust   Super GuideThis is a SuperGuide Super Funds Guide profile of AMP Superannuation Savings Trust, including information about investment performance, performance ranking, asset allocation, and fund member analysis.

This SuperGuide Super Funds Guide profile is independent information and is not an advertisement for AMP Superannuation Savings Trust. The data contained in this profile is sourced from the superannuation regulator, the Australian Prudential Regulation Authority.

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Snapshot of AMP Superannuation Savings Trust

  • AMP Superannuation Savings Trust is a Public offer fund and Retail fund (you can find out the 5 types of super funds by clicking here).
  • For the 2013 financial year (1 July 2012 to 30 June 2013), AMP Superannuation Savings Trust delivered a rate of return of 13.2%, which ranked it 113 of the 210 funds that provided investment performance data.
  • In terms of net assets, AMP Superannuation Savings Trust ranks 2 out of 287 funds, with net assets (as at 30 June 2013) of approximately $58246410000.
  • In terms of fund members, AMP Superannuation Savings Trust ranks 1 largest of 271 funds, with 2730663 members.
  • AMP Superannuation Savings Trust has 99 investment options.

Continue reading to find out more about AMP Superannuation Savings Trust.

Note: N/A and * means this information is not available.

How well did AMP Superannuation Savings Trust perform?

In the table below you can discover the investment performance of AMP Superannuation Savings Trust over a 10-year period, a 5-year period, and the specific annual rate of return for each year from 2004 through to 2013.

The table also provides the ranking of AMP Superannuation Savings Trust for each of these timeframes across all super funds. For general information on the top 25 performers over these same 5-year and 10-year periods see SuperGuide article Top 25 performing super funds over long term.

Average annual rate of return over 10 years
2004 – 2013 4.8% Ranked 116 of 153 funds
Average annual rate of return over 5 years
2009 – 2013 2.4% Ranked 149 of 187 funds
Rate of return for one year to 30 June
2013 13.2% Ranked 113 of 210 funds
2012 -0.3% Ranked 114 of 193 funds
2011 6.6% Ranked 131 of 190 funds
2010 8.2% Ranked 112 of 189 funds
2009 -13.4% Ranked 144 of 188 funds
2008 -9% Ranked 121 of 185 funds
2007 13.6% Ranked 117 of 181 funds
2006 12.9% Ranked 116 of 175 funds
2005 10.5% Ranked 116 of 156 funds
2004 10.1% Ranked 124 of 152 funds

Where did AMP Superannuation Savings Trust invest its members’ super money?

In the table below you can discover the asset allocation for the default investment option for AMP Superannuation Savings Trust. The table explains what percentage of fund assets are in the 8 different asset categories, and how that allocation compares to the average allocation across all super funds.

Asset class Fund percentage All funds average percentage
Australian equities 32.6% 25.5%
International equities 27.7% 17.4%
Listed property 6.6% 3.3%
Unlisted property 7.7% 4.3%
Australian Fixed Interest 9% 14.3%
International Fixed Interest 1.9% 4.7%
Cash 9.7% 21.4%
Other 4.8% 9.1%

AMP Superannuation Savings Trust offers its members 99 investment options.

Who runs AMP Superannuation Savings Trust?

In the table below, you can find the name of the company that runs AMP Superannuation Savings Trust and other administration details including, whether the super fund is open to the public (public offer) or not open to general public (non-public offer), how the super fund is structured and the super fund’s Australian Business Number.

Fund trustee AMP Superannuation Limited
Public offer status Public offer
Benefit structure Hybrid
Fund year-end 41455
Fund ABN 76514770399
Fund wind-up date (if applicable)

AMP Superannuation Savings Trust fund member profile

  • AMP Superannuation Savings Trust has 2730663 members, which ranks it at number 1 largest of 289 funds.
  • AMP Superannuation Savings Trust has 51781 pension members, which ranks it at number 5 largest of 153 funds.

In the table below you can discover how many superannuation accounts that AMP Superannuation Savings Trust looks after, the age and gender profile of AMP Superannuation Savings Trust fund membership and how that compares across all super funds.

Number of member accounts Fund percentage Average percentage across all funds
Age below age 35
Females 384079 14.07% 18%
Males 535866 19.62% 21%
Age 35-49
Females 410708 15.04% 15%
Males 647270 23.7% 19%
Age 50-59
Females 180214 6.6% 7%
Males 318184 11.65% 8%
Age 60-65
Females 58188 2.13% 2%
Males 109326 4% 3%
Age over 66
Females 30101 1.1% 2%
Males 56727 2.08% 2%

Further information on AMP Superannuation Savings Trust

In the table below you can discover further information about AMP Superannuation Savings Trust, in particular, the annual statements for the year ended 30 June 2012, which includes operating expenses of the fund, taxes, insurance and super contributions for the year.

Net assets at beginning of period ($’000) 51840120 (1 largest of 287 funds)
Net assets at end of period ($’000) 58246410 (2 largest of 287 funds)
Net operating performance after tax ($’000) 6406290
Total assets at end of period ($’000) 58304217
Total liabilities at end of period ($’000) 57807
Employer contributions ($’000) 3388533
Personal member contributions ($’000) 875228
Other contributions ($’000) 29046
Total contributions ($’000) 4292807
Contributions tax and surcharge ($’000) 536437
Inward rollovers ($’000) 6430258
Outward rollovers ($’000) 7285468
Net rollovers ($’000) -855210
Repatriation to employer sponsor ($’000) 0
Lump sum benefit payments ($’000) 2274278
Pension benefit payments ($’000) 604450
Total benefit payments ($’000) 2878728
Net contribution flows ($’000) 558869
Total proceeds on insurance policies ($’000) 183553
Net cost of member benefit insurance ($’000) 605140
Insurance policy proceeds – net cost of insurance ($’000) -421587
Interest ($’000) 0
Dividends ($’000) 0
Rent ($’000) 0
Trust Distributions ($’000) 0
Doubtful debts/bad debt expense ($’000) 0
Investment income/dist after doubtful debt expense 0
Other investment income ($’000) 0
Investment income/dist after doubtful debt expense + Other investment income ($’000) 0
Total foreign exchange gains/losses (realised and unrealised) ($’000) 0
Total unrealised gains/losses on investments ($’000) 6795051
Total realised gains/losses on investments ($’000) 0
Total gains/losses on investments ($’000) 6795051
Total Investment Income ($’000) 6795051
Investment management fees ($’000) 11838
Custodian fees ($’000) 0
Property maintenance costs ($’000) 0
Asset consultant fees ($’000) 0
Other investment expenses ($’000) 0
Total investment expenses ($’000) 11838
Net investment income ($’000) 6783213
Interest expense ($’000) 0
Management fees ($’000) 0
Administration fees ($’000) 235668
Actuary fees ($’000) 1408
Director/trustee fees and expenses ($’000) 0
Total fees paid to audit firm ($’000) 0
Other operating expenses ($’000) 3198
Total operating expenses ($’000) 240274
Other income ($’000) 170225
Fees and commissions ($’000) 0
Other income + Fees and commissions ($’000) 170225
Reconciling item ($’000) 0
Net earnings ($’000) 6713164
Tax expense on earnings ($’000) -92281
Net earnings after tax ($’000) 6805445
Cash flow adjusted net assets ($’000) 51640542

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