Anna Shelley

AMP Super has delivered top quartile returns of more than 11% for the majority of its MySuper members for the financial year ending 30 June 2026.

Members invested in AMP’s default MySuper 1970s and 1990s Lifestage investments received returns of 11.3%, while those in AMP’s default MySuper 1980s saw returns of 11.2%.

Around 80% of MySuper members (all default members born in 1970 or later) are invested in these options, with the

1970s option the largest by assets under management.
For those members wanting access to a higher growth allocation, AMP’s Future Directions High Growth choice option delivered returns of 12.1%.

This marks the third year in a row that AMP Super has delivered returns in excess of 11% for its members and follows the launch of a market-first retirement package by AMP^[1] in May that allows more Australians to confidently convert their superannuation balances into lifetime income.

As of the latest data at 31 May 2026, AMP’s key MySuper default options were all top quartile across 1, 3, and 5 year periods.

Resilience and cost control key to strong performance

The portfolios have benefited from the structural momentum behind AI-themed exposures and have shown resilience through the March sell-off and ongoing geopolitical uncertainty, while maintaining a deliberate Lifestage approach to strategic asset allocation.

Key contributors to the strong returns this year include an overweight to emerging market equities, particularly South Korean shares, a rigorous focus on cost control and AMP’s Dynamic Asset Allocation overlay.

AMP Super was recently awarded the Best Fund for Digital Advice at the 2026 Chant West Awards and was recognised as Best for Value and Best for Flexibility for the second year running in WeMoney’s Superannuation Awards 2026.

Anna Shelley, AMP’s Chief Investment Officer said: “We’re thrilled to have closed out the financial year by delivering strong returns of more than 11% for the majority of our members.

“Markets rewarded patience and discipline this year, with positioning for resilient global earnings and the structural momentum behind AI driving strong returns for our members.

“The March sell-off was a reminder that geopolitical shocks can move markets quickly, but as super fund managers it’s important we stay focused on the long-term drivers of returns and the strength of diversified portfolios.

“We are pleased to see that discipline pay off for members, with our overweight positions in international and emerging markets making a meaningful contribution.

“We remain focused on actively managing portfolios for members with discipline and maintaining diversification while looking for value-accretive opportunities amid increasing geopolitical uncertainty.”

Melinda Howes, Group Executive, Superannuation & Investments, AMP said: “These returns are another fantastic outcome for AMP Super members and will make a meaningful difference, delivering higher balances at retirement.
“We recognise that great investment returns are only part of the solution and a big focus of our team is to ensure that our members can turn that balance into maximum retirement income. We don’t just provide leading services and support to help members understand and engage with their super, but personalised advice and new income solutions to let them maximise their income in retirement.

“During the year, we launched a range of solutions that continue to make a real difference to members at every touchpoint – including a new online super comparison tool, digital financial advice on both super and retirement, and our market-first Lifetime Retirement Income offering that is a game-changer in helping more Australians retire with confidence.”

AMP’s MySuper Lifestages approach

Part of AMP’s Lifestage MySuper offerings, the 1970s option is the largest option by funds under management.
AMP’s MySuper Lifestage options automatically adjust asset allocations based on a member’s age, gradually shifting from higher growth to more defensive investments as retirement approaches.

This approach is designed to reduce risk later in life while still capturing growth in earlier years — and has continued to support positive outcomes across all age cohorts.

Meanwhile, AMP’s Future Directions fund is a multi-manager choice option that benefits from AMP’s dynamic asset allocation program, an approach which aims to achieve growth with smoother returns by negotiating the ups and downs of the market.

———-
Notes:
[1] https://www.amp.com.au/about-amp/news/2026/may/AMP-launches-new-solution-to-boost-retirees–income-and-fund-their-home-care- 

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Anna Shelley

AMP has announced the launch of its Constructor Series, a new suite of investment solutions designed to deliver diversified, differentiated strategies for financial advisors and their clients.

Traditionally only available to institutional investors, the Constructor Series was built to provide retail investors with access to differentiated strategies that aim to enhance returns, manage risk, and deliver resilience across market cycles.

It brings together leading global and specialist managers Dimensional Fund Advisors and SouthPeak Investment Management, offering retail investors access to innovative approaches to portfolio construction and risk management.

Through partnerships with Dimensional and SouthPeak, AMP is offering solutions that combine academic rigour, systematic implementation, and advanced risk management techniques.

The AMP Constructor Series

Dimensional Fund Advisors

Dimensional has been applying financial science to investing since 1981. The firm is driven by an evidence-based approach and decades of expertise working to outperform benchmarks and peers while maintaining low costs and diversification.
Dimensional has 15 global offices across North America, Europe, Asia and Australia and has been in Australia since 1994. As of 30 September 2025, Dimensional manages AUD$1.4 trillion for investors worldwide.

SouthPeak Investment Management

Founded in 2010, SouthPeak is a specialist volatility manager with deep expertise in derivatives strategies for institutional Australian and global clients. SouthPeak employs a proprietary, systematic approach combining alternative alpha and strong risk management, aiming to deliver attractive and differentiated performance by capturing upside while protecting against downside.

Funds available through the Constructor Series include:

Dimensional Global Profitability Fund

A fund that delivers systematic exposure to two-thirds of the highest profitability large-cap companies in developed markets (ex-Australia), with additional emphasis on smaller, cheaper, and high profitability stocks. Since its launch in October 2015, the fund has outperformed its benchmark by 1.57% p.a. (net of fees).

Dimensional Global Listed Infrastructure Fund

A core global infrastructure strategy emphasising small, value, and high profitability infrastructure securities. The fund also emphasises sustainability by targeting a meaningful reduction in GHG emissions intensity exposure relative to its benchmark. Fully hedged to AUD, the fund has delivered 0.99% p.a. (net of fees) above its benchmark since inception in January 2022.

SouthPeak Alternative Alpha Fund

The fund maintains a low correlation to traditional asset classes like bonds and shares and aims to provide strong resilience during large equity market falls. It is designed for investors seeking defensive returns and regular income through diversification beyond shares and bonds, enhancing portfolio stability across market condition. The fund’s strategies have delivered 3.6% p.a. (net of fees) above the benchmark since the inception of SouthPeak’s wholesale funds in February 2012.

Mattias Soderberg, SouthPeak Investment Management Co-Chief Investment Officer said: “At SouthPeak our focus has always been to deliver consistent, positive returns, especially in large equity falls. With traditional diversification tools starting to struggle, we believe a different approach can help deliver both attractive returns and resilience.”

“Our strategies have been used by large Australian investors since 2012, and we are very excited to partner with AMP to deliver our institutional offering to platform investors for the first time.”

Bhanu Singh, Dimensional Fund Advisors CEO, Australia and senior investment director said: “For nearly a quarter of century, Dimensional has offered our systematic investment approach in partnership with financial intermediaries in Australia.”

“Dimensional’s investment approach combines the benefits of indexing—such as low fees, low turnover, and broad diversification—with flexible implementation that supports a consistent focus on pursuing higher expected returns and managing risk.

“By launching these two strategies in partnership with AMP, we are expanding investors’ choices in how they access our investment expertise. And we always start with client need.”

Anna Shelley, AMP’s Chief Investment Officer said: “We’re thrilled to be launching the AMP Constructor Series as we partner with external fund managers that we have institutional investments and relationships with to offer a series of funds to the retail market.

“By partnering with Dimensional and SouthPeak, we are providing access to world-class strategies that combine systematic design, robust risk management, and proven performance.”

“We’ll continue to draw on the expertise of our investment professionals to select high quality fund managers and strategies that are typically only available to institutional investors.”

“The Constructor Series reflects AMP’s commitment to unlocking innovative investment solutions that help clients achieve their goals, along with delivering a unique and differentiated experience to advisers on North.”

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Anna Shelley

AMP announces that it has again delivered strong investment returns for its MySuper members in the latest financial year.

For the 12 months to 30 June 2025 members of AMP’s MySuper 1970s, 1980s and 1990s options have achieved returns of 12.7%, 12.9% and 12.8% respectively – highlighting the strength of AMP’s investment approach through a period marked by geopolitical tension and shifting economic conditions.

Meanwhile, members of AMP’s MySuper 1950s and 1960s funds saw strong returns of 10.1% and 11.2% respectively. These funds cater to members who are closer to or in retirement and are invested more conservatively.

AMP’s Future Directions choice funds also performed well, with Balanced delivering a return of 11.0%, Growth delivering 12.7% and High Growth delivering 14.1% for members.

Anna Shelley, AMP’s Chief Investment Officer said that while markets have shown strong signs of recovery in recent months, volatility remains a key feature of the current environment.

“Over the past year, global equity markets experienced considerable volatility, driven by a complex geopolitical environment — including persistent conflicts, shifting trade dynamics and ongoing uncertainty around inflation and interest rate policy.

“Despite these headwinds, equity markets have rebounded strongly over the past few months in the US and parts of Europe, as inflation has moderated and expectations of rate cuts have returned.

“Technology and large-cap growth stocks have led the charge, and our portfolios have been well-positioned to capture that upside.

“Our overweight to US shares contributed meaningfully to performance in the first part of the year — and we closed that overweight in early February, anticipating risks around US trade policy.

“Stock selection in international equities also contributed positively, and we saw modest gains from our Bitcoin allocation. We also benefitted from acquiring direct property assets at a discount from distressed sellers, and we’ve been carefully building out our exposures in direct infrastructure. In global credit, we allocated to a new manager, further diversifying our income sources.

“During the ‘Liberation Day’ related volatility, our focus was on avoiding unforced errors. That meant staying tightly aligned to our strategic targets — buying equities on down days and trimming on up days. On balance, that saw us modestly increase our equity exposure near the lows.

“The key discipline in wild markets is to have a plan and stick to it. We did exactly that — and it’s reflected in our returns.

“It’s also pleasing to see our MySuper Lifestages strategy continue to perform as intended. For members approaching retirement, the transition into more defensive assets has helped cushion volatility while still delivering solid returns. This ensures greater stability for those who need it most — without sacrificing the benefits of long-term growth throughout the working years.

“We expect continued short-term volatility, but we remain confident in our disciplined investment approach and our focus on delivering strong long-term outcomes for members.”

AMP’s MySuper Lifestages approach

One of AMP’s Lifestage MySuper offering, the 1970s option uses a high-growth asset allocation and is the largest by funds under management.

AMP’s MySuper LifeStages options automatically adjust asset allocations based on a member’s age, gradually shifting from higher growth to more defensive investments as retirement approaches.

This approach is designed to reduce risk later in life while still capturing growth in earlier years — and has continued to support positive outcomes across all age cohorts.

AMP’s Future Directions

AMP’s Future Directions choice options use a combination of strategic and dynamic asset allocation, an approach which aims to achieve growth with smoother returns and enhanced diversification by negotiating the ups and downs of the market.

This is invested across asset classes with the aim of enhanced diversification and improved risk-adjusted returns.

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Anna Shelley

AMP has delivered a return of 11.14 per cent for members of its AMP MySuper 1970s superannuation fund option for the financial year ending 30 June 2024.

One of AMP’s Lifestage MySuper offering, the 1970s option currently uses a high-growth asset allocation and is the largest by funds under management.

Those AMP MySuper members born in the 1980s and 1990s who are earlier in their glide path and also have a high growth asset allocation benefitted from returns of 11.31 per cent for the financial year.

A high allocation to global listed equities, together with positive active asset allocation and security selection from several of our underlying managers helped drive strong returns for members across the cohorts, with the funds benefitting from positioning for market themes like the strong surge in AI adoption across both the US and global markets.

Anna Shelley, AMP Chief Investment Officer said: “We’re delighted to have delivered strong returns for our AMP MySuper members for the 2024 financial year.

“Our three largest Lifestage cohorts by assets under management saw returns greater than 11 per cent for the 2024 calendar year. From December to June, our portfolios had a tactical overweight to US equities which saw strong returns as our funds continued to outperform their benchmarks.

“We have been increasing our exposure to private debt and diversified credit, which have delivered high and consistent returns, and our funds benefitted from a very strong stock selection in international equities as well as a low allocation to direct property, which is the only negative returning asset class this year.

“Sharemarket gains were once again led by the US tech sector. Capitalising on the universal appetite for AI adoption together with our high strategic allocation to global listed equities allowed us to record strong performance for our members.

“The prospects for global equities are very strong over the long timeframe we consider for our members who will be invested for another 20+ years. AI-led productivity benefits should underpin GDP growth and corporate earnings for many years to come.  This, combined with a decade or so of spending on clean energy infrastructure, results in a very positive outlook for equity and corporate debt markets.

“Looking ahead, short term market uncertainty in the lead up to the US elections may present an attractive buying opportunity, in which event we would look to take advantage of sharemarket weakness in delivering maximum returns for our members.

“Diversification remains key to our strategy in helping deliver sustainable investment returns over the long term. We will be implementing our annual strategic asset allocation review later in the year to ensure our portfolios can continue to help more Australians retire with confidence.”

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Anna Shelley

AMP has delivered an investment return of 11.6 per cent for members of its AMP MySuper 1970s superannuation fund option for the calendar year ending 31 December 2023.

Part of AMP’s Lifestage MySuper offer, the 1970s option uses a balanced-growth asset allocation and is the largest by funds under management.

Those AMP MySuper members born in the 1980s and 1990s and with exposure to a higher growth asset allocation benefited from returns of 11.8 per cent for the calendar year.

The investment option returns are calculated from changes in the unit price of the investment option and are after the deduction of investment fees, costs and superannuation fund earnings tax included in the unit price. Past performance is not a reliable indicator of future performance.

Anna Shelley, AMP’s Chief Investment Officer said: “We’re delighted to have delivered strong returns for our AMP MySuper members for the 2023 calendar year, underlining the strength of our Lifestage MySuper offer for different generations.

“Our largest cohort by assets under management –  for members born in the 1970s  – saw returns in excess of eleven per cent for the 2023 calendar year.

“Our younger members – those born in the 1990s, and 1980s – achieved returns nearing twelve per cent over the same period. These portfolios are constructed to have higher exposure to growth assets like shares, property and infrastructure.

“The returns were driven by a strong rebound in global shares following a challenging 2022 for markets. Share market gains were led by the US tech sector which benefitted from positive sentiment around the future applications of AI. We also saw meaningful contributions from investments in Australian shares, global listed property and credit.

“We’ll continue to prudently and actively manage our investment portfolios for members, ensuring diversification across asset classes, with appropriate liquidity and exposure to both domestic and global market opportunities.

“Strong and sustainable investment returns are critical to helping give our members financial confidence and security in retirement.”

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Edwina Maloney

AMP has announced three new executive roles and a flattened organisational structure, as part of the ongoing simplification and streamlining of its business following the AMP Capital sales.

AMP will elevate leadership of its Platforms and Advice businesses in two new roles on its executive committee. A third new executive committee role of Group Executive Super and Investments will combine responsibility for the Superannuation–Master Trust and Investments businesses.

Edwina Maloney who leads the Platforms business and Matt Lawler who leads the Advice business, will continue to perform their current roles and become part of the executive committee. Their new titles will be Group Executive Platforms and Group Executive Advice, respectively.

AMP will conduct an internal and external search to fill the third position of Group Executive, Super and Investments. Jason Sommer, currently Director – Transformation and Investments, Australian Wealth Management will act in the role until the permanent position is filled. Chief Investment Officer Anna Shelley and Director Super and Investments Ilaine Anderson will report into this new executive position. Anna Shelley will also have a dotted reporting line to CEO Alexis George for group investment activities.

The appointments follow the recent decision to remove the role of Australian Wealth Management CEO, held by Scott Hartley and to simplify the business structure. It also follows the decision to combine the roles of Chief Financial Officer and Group Executive Transformation, now held by Blair Vernon.

AMP Chief Executive, Alexis George commented:

“The AMP Capital sales have made for a much simpler AMP and these executive changes reflect that by flattening our management structure, particularly in wealth management.

“This elevates key businesses to the executive team, further increasing visibility and accountability for performance and cost management, while also bringing the executive committee closer to our customers and to advisers.

“The new operational structure supports our focus on being a leading provider of retirement solutions and helping more Australians to meet their financial goals.

“The new executives have proved themselves as high-quality leaders and I look forward to working more closely with them.

“Again I would like to thank Scott Hartley for the work he has done to reposition AMP’s wealth management businesses.”

The new appointments come into effect on 31 July 2023.

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Scott Hartley

AMP, a retail bank and leading wealth manager in Australia and New Zealand, has delivered a key strategic priority with the transfer of the Multi-Asset Group capability into its wealth business, creating AMP Investments.

The successful transfer creates an end-to-end super and investment platforms business within AMP.

Under the leadership of Chief Investment Officer, Anna Shelley, AMP Investments manages $84.7 billion in assets under management^[1], including the retirement savings of AMP’s superannuation and platform members, and investments on behalf of external institutional and retail clients.

This includes AMP’s flagship SignatureSuper, MySuper and choice superannuation products, including those offered as part of AMP’s workplace superannuation mandates and on the North wrap investment platform.

The Multi-Asset Group was formerly part of the AMP Capital investment management business.

CEO AMP Australian Wealth Management Scott Hartley, said: “Establishing the AMP Investments capability within the Australian Wealth Management business is an important milestone for AMP’s transformation strategy.

“The team is overseeing investment management for AMP’s close to one-million superannuation members.

“Anna Shelley is a highly regarded Chief Investment Officer and has assembled an outstanding investment team – a mix of former AMP Capital Multi-Asset Group, including AMP’s Chief Economist Shane Oliver, and outside talent.

“The team has strong capability across all asset classes, including responsible investment, which will be an increasing focus as more and more Australians seek to align their investments with their values.

“Working closely with the Trustee, AMP’s business now has end-to-end oversight and accountability for investment management, including investment strategy, investment performance and ensuring member fees are competitively low.”

———

[1] At 30 April 2022

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Working closely with AMP’s Chief Investment Officer, Anna Shelley, Stuart will oversee portfolio construction and asset allocation across MAG’s investment portfolio.

With more than A$104.8 billion in multi-asset funds under management at 30 September 2021, the MAG team is responsible for investment management for institutional clients and AMP’s superannuation funds, including its MySuper Lifecyle options. The MAG team delivered investment returns as high as 23.8 per cent for MySuper members last financial year.

Stuart will join AMP from Pendal Group, where he is Senior Portfolio Manager, Multi-Asset Investments. His announcement follows other recent appointments to the MAG team, including Gavin Mork as Head of Private Markets and Duy To as Head of Public Markets, both highly experienced investment professionals.

AMP’s Chief Investment Officer Anna Shelley said: “Stuart is a proven investment manager with more than 30 years of experience, and a key addition to MAG, a team of experienced investment professionals.

“With the transfer of the MAG investment team from AMP Capital to AMP’s Wealth Management business successfully completed as planned, we have a strong team in place, focused on delivering high-quality products and strong investment outcomes for clients, including for AMP’s almost one million super members.”

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The new leadership team consists of a complementary mix of existing AMP leaders, leaders new to AMP and internal promotions. The team has the capability and experience to drive the transformation of the AMP Australia business, and each has the attributes to lead a high-performance culture.

Mr Hartley will have seven direct reports with a diversity of tenure, background and gender.

The updated operating model will mean a sharper focus for both Platforms and Super with these two businesses being separated. Accountability for investment performance is being brought into AMP Australia and a new Chief Investment Officer is being appointed to the leadership team. The structure will provide end-to-end business accountability for each Director to promote performance and execution of the strategy.

There are three new leaders joining from outside of AMP:

• Matt Lawler is the new Managing Director Advice. He brings experience in large scale advice transformations and a deep knowledge of building and operating successful advice businesses. He has led advice and broking businesses at MLC/NAB, was CEO Wealth Management of Yellow Brick Road, and most recently CEO of Wealth Market, a privately owned advice business.
• Anna Shelley is appointed Chief Investment Officer (CIO). Anna is a highly respected investment professional and leader. She has a deep background in investments, having spent over 13 years with JANA, as well as Perpetual Investments and has been the CIO of Equip super and Catholic Super funds since April 2018. Anna is replacing Debbie Alliston who is retiring from executive positions and will finish on 31 July after 10 years of exceptional service.
• Jason Sommer will be the new Director, Transformation & Investments. He is a highly experienced and successful transformational leader and joins from Sunsuper where he is currently Chief Financial Officer (including investment product and operations) and is a member of the executive team.

Ilaine Anderson and Sean O’Malley, who have both been acting in the roles of Super, Retirement and Platforms, and AMP Bank respectively, have been permanently appointed to their roles:

• Ilaine Anderson is Director, Super & Retirement. Ilaine is an experienced senior executive, who has been Director of Workplace Superannuation at AMP Australia and has held leadership roles in a number of industries including wealth management, professional services and HR.
• Sean O’Malley is Managing Director, AMP Bank. He has 25 years of experience predominantly in financial services and has held several senior positions within AMP Bank over the past five years, including leading Technology and Operations, and successfully delivering the Future AMP Bank – technology modernisation program.

Also on the leadership team:

• Edwina Maloney is the Director, Platforms, which is a new role comprising Wrap and SMSF platforms. Edwina will join from AMP Capital, where she is currently Global Head of Product and brings strong leadership, strategic capability, and an understanding of advisers from her experience promoting investment products at both AMP Capital and Perpetual.
• James Kent, Chief Technology Officer, AMPA, continues in his important role leading the strategic delivery, support and enhancement of AMPA’s technology, digital, data and analytics capabilities.

The extended leadership team also consists of Client Services led by Steve Vaid, and Adviser Distribution led by Nicole Mahan and four Group-aligned leaders across finance, people and culture, legal, and risk. Nicole will continue to play a critical role in business performance in line with her focus on AMP’s relationships with advisers.

Scott Hartley, Chief Executive Officer AMP Australia, said: “As well as bringing together an experienced leadership team with four new executives, we also have an updated operating model to deliver a flatter structure to enable empowered, distributed leadership. This will improve efficiency and ultimately the performance of the business by giving our leaders end-to-end operational accountability.

“The four new leaders will be in place by July this year. They bring the skills and experience needed to help AMP deliver the transformation of its business and will complement existing skills AMP has in its current leadership group.

“The new leaders have all worked in large institutions and small to medium sized businesses. They will bring a healthy perspective on how we ensure AMP Australia is a lean, efficient and competitive business.

“We’ve looked for individuals who are excited about the opportunities, have a firm grasp of the challenges we have as an organisation, and a strong sense of urgency about the changes we need to see in our business.

“I’m very pleased we are bringing in such well respected, talented executives, to help transform the business, and I am confident we now have the team to successfully deliver on the strategy.”

Matt Lawler takes over from David Akers as Managing Director, Advice. David has led the Advice business and AMP’s aligned advice network through a very difficult period of industry disruption and regulatory change, and has positioned the advice business well to capitalise on the opportunities for AMP and its advisers.

“David has led the business with strength, integrity and vision. With the transformation now well underway, it is the right time to transition to a new leader, who is well positioned to take the advice business through the next phase of transformation and growth.

“Ahead of Matt’s arrival, David will continue to lead the Advice business to maintain the momentum we have in our advice transformation, with the priorities for the business and the network remaining unchanged.”

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Anna Shelley

Equip and Catholic Super have defied the worst market downturn since the Global Financial Crisis, delivering positive returns to members invested in the joint trustee’s flagship balanced options.

In a financial year end that saw COVID-19 market jitters push most super funds into negative territory, Equip’s Balanced Growth option captured a 1.7% return and Catholic Super’s Balanced option +0.52%. Both funds’ returns are above 8% p.a. over 10 years – proving once again that long term gets the returns.

Anna Shelley, Chief Investment Officer, said that the funds deployed a number of strategies to protect members’ retirement savings as COVID-19 disrupted financial markets.

“Global markets fell significantly and very quickly as the coronavirus pandemic hit back in March. Despite the initial panic, markets have significantly rebounded since then,” she said.

“As markets bottomed through March, the funds bought $1 billion of equities and, after markets had recovered substantially, $1 billion of equities was steadily ‘sold off’. Many small, conservative actions were implemented to protect and add to our members’ retirement savings.

“Put another way, while markets are still a bit lower than their record February highs, they’re back to late 2019 numbers.

“Equip and Catholic Super’s investment team is closely watching the markets and resetting strategies as conditions change during the pandemic, positioning members’ retirement savings for long-term growth as markets and economies reset and recover for life after the crisis.

“Both funds are known for their track record of delivering for members, particularly in tough times, so we are very pleased to achieve these results, supporting our members’ retirement outcomes. Our long term results show that investments require time in the market. The key is consistently strong results over many years.”

Scott Cameron, Equip and Catholic Super Chief Executive Officer, said managing both risk and opportunities to grow members’ wealth is essential, particularly at a time when consumers are seeking to chase returns.

“Both funds have a long-term growth plan to deliver competitive fees and performance. The results for the 12 months to June and a longer 10 year period show that the funds are growing members’ retirement savings during both difficult and more optimistic times,” he said.

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