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AMP FS R - AMP Listed Property Trusts

AMP FS R - AMP Listed Property Trusts

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General Information
Fund Name AMP FS R - AMP Listed Property Trusts
Manager AMP Superannuation Limited
APIR Code AMP1326AU  
Sector/Asset Class Equity Australia Real Estate  
Morningstar Rating Not Rated More information...
Morningstar Recommendation Login now to view this recommendation. More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Allocated Pension  
Fund Inception 21st May 2010
Fund Size $7.64 million (as at 31st Mar 2012) 
Entry Price $1.06755 (as at 15th May 2012) 
Exit Price $1.06755 (as at 15th May 2012) 
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Fund Performance (as at 30th Apr 2012) More information... NOTE : returns for periods greater than 1 year are annualised
  1 Month
%		 3 Month
%		 6 Month
%		 1 Year
% p.a.		 2 Year
% p.a.		 3 Year
% p.a.		 5 Year
% p.a.		 10 Year
% p.a.
Total Return 5.58 7.69 13.12 4.47 - - - -
Growth Return 5.58 7.69 13.12 4.47 - - - -
Income Return 0.00 0.00 0.00 0.00 - - - -
Morningstar Index
(Mstar PG PaA Equity Aus Real Estate Idx) More information...
Total Return 5.02 6.78 12.05 5.18 3.19 12.99 -13.33 0.90
Market Index
(S&P/ASX 200 A-REIT TR)
Total Return 5.49 7.09 12.80 6.93 4.13 14.22 -12.97 1.84


Asset Allocation (as at 31st Mar 2012) More information...
Domestic Shares 0%
International Shares 0%
Cash 1.3923%
Listed Property 98.6077%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective To provide medium to higher returns over the long term while accepting high levels of volatility in returns, by investing in property (and property related) securities listed on the Australian Securities Exchange. This option aims to provide a total return, after costs and before tax, higher than the return from the S&P/ASX 200 Property Accumulation Index on a rolling 12 month basis.
Fund Strategy The portfolio aims to achieve its objective by investing in property (and property related) securities listed on the Australian Securities Exchange. It may also invest in property and property related securities listed on other recognised exchanges located overseas. Securities in which the portfolio may invest in include securities whose dominant business is property ownership, property funds management or property development, and infrastructure funds with property related assets.

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Offer Information
Entry Fee via InvestSMART 0%
Indirect Cost Ratio (ICR) 1.6% (as at 22nd May 2010)
Minimum Initial Investment $20,000

Top 10 Holdings (as at 30th Jun 2011)
Holding Type % of Portfolio
Westfield Group Stock 33.10
Login now to view the complete list of holdings.

MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund


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