Search
AMP FS Super - AMP Capital Corporate Bond

AMP FS Super - AMP Capital Corporate Bond

  Print

Welcome to InvestSMART

You are currently viewing our site as a guest, which gives you limited access to our site features. By signing up for a free membership, you will receive our Investment Opportunity newsletters and have access to additional features for finding and comparing managed funds and shares. Registration is fast and simple, so please:

Sign Up Today » it's FREE!

Already a member? Login now!


General Information
Fund Name AMP FS Super - AMP Capital Corporate Bond
Manager AMP Superannuation Limited
APIR Code AMP1452AU  
Sector/Asset Class Bonds - Australia  
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 Superannuation Fund  
Fund Inception 21st May 2010
Fund Size $17.6 million (as at 31st Mar 2012) 
Entry Price $1.13829 (as at 15th May 2012) 
Exit Price $1.13829 (as at 15th May 2012) 
Related Links
Request a PDS for this managed fund  Request the Prospectus/PDS via post

  Email this profile to a friend

Search for managed funds, superannuation funds and retirement funds  Find another fund

People requesting a PDS for this fund also requested...


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 0.84 1.79 3.46 6 - - - -
Growth Return 0.84 1.79 3.46 6.00 - - - -
Income Return 0.00 0.00 0.00 0.00 - - - -
Morningstar Index
(Mstar PG Sup Bonds - Australia Idx) More information...
Total Return 1.10 1.75 3.57 7.35 6.18 5.63 5.05 4.49
Market Index
(UBS Composite 0+ Yr TR AUD)
Total Return 1.59 2.25 4.98 11.22 8.98 7.05 7.46 6.58


Asset Allocation (as at 31st Mar 2012) More information...
Domestic Shares 0%
International Shares 0%
Cash 6.0284%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 72.7074%
International Fixed Interest 21.2643%
Mortgage 0%
Other 0%
Be rewarded for investing!

We all know that fees reduce the returns on our investments.

InvestSMART can help you easily reduce the fees you pay on your managed investments, superannuation and allocated pensions.

TrailCap™ has been designed to simply save you money on your managed investments. As with all managed fund investments via InvestSMART you pay NO entry fees, plus you also receive a cash payment from InvestSMART for 50% of any trailing commissions we receive from participating fund managers on your investments above $300 pa!*

Dont delay, find out more about TrailCap™ now!





Objectives and Strategy
Fund Objective To provide a total return (primarily income with some capital growth) after costs and before tax, above the benchmark, UBS Composite Bond (All Maturities) Index, on a rolling 3 year basis.
Fund Strategy The fund invests primarily in investment grade rated corporate bonds in the Australian market. The Fund also has exposure to global bond markets. Any exposure to global credit securities will be principally hedged back to Australian dollars.

Advertisement



Offer Information
Entry Fee via InvestSMART 0%
Indirect Cost Ratio (ICR) 1.6% (as at 22nd May 2010)
Minimum Initial Investment $1,500

Top 10 Holdings (as at 31st Aug 2011)
Holding Type % of Portfolio
Aust 3yr Bond Fut Sep11 Bond Index - Future 142.11
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



Search for Managed Funds, Superannuation Funds and Retirement Funds Find a Managed Fund Reduce your fees and save money on your Managed Funds with our 100% Entry Fee Rebate 100% Entry Fee Rebate

Login
Email
Password
     Log me in automatically in future
Forgotten password? | Secure Login | Terms & Conditions
Free Membership

Membership benefits...

  • 100% entry fee rebates
  • Cash back on your managed fund investments with our innovative TrailCap™ program
  • Independent research on...
    • over 1,000 managed funds
    • over 300 ASX-listed Companies
    • top performing suburbs/postcodes
  • Access to IPOs/floats & other investment offers
  • Superior investment tools...
    • Portfolio manager
    • Watchlists
    • Alerts
  • Regular investment e-newsletter

Advertisement

Portfolio / Watchlist

Start a new portfolio / view your existing portfolio.
Track all your assets and manage your investments easily.

Trade Shares Online from $19.95^

eNewsletter

Keep up to date with new investments and important news - subscribe to our FREE weekly eNewsletters. Sign up now!

Free Guides

The Essential Guide to Investment Fees

An educational booklet to help you find out everything you must know about investment fees.

More details...


News

Eight ways to beat the changes

Sydney Morning Herald 16/05/2012 | Budget changes will reduce concessional contributions. But there is still time to maximise earnings, writes Annette Sampson.

Ask Noel

Sydney Morning Herald 16/05/2012 | In 1995, my de facto husband lost his job in Sydney and we bought a cattle property in the upper Hunter Valley, where he has since lived permanently.

Doubling of withholding tax scares off foreign buyers

Sydney Morning Herald 16/05/2012 | SINGAPORE'S Mapletree Logistics Trust is understood to have withdrawn from negotiations to buy Stockland's $822 million industrial portfolio in response to the government's move to double the tax imposed on overseas investors.

A bust for boomers

Sydney Morning Herald 16/05/2012 | Boomers with plans to salary sacrifice $50,000 into their super have been dealt a blow by the government plan to halve that amount for over-50s. The higher amount was in recognition that they have not had the benefit of compulsory super over their whole working lives. As it is, most have gone backwards financially, being hit by the worst investment returns in decades.

Stocks take another hit after selloff on overseas markets

The Age 16/05/2012 | INVESTORS dumped commodity stocks yesterday and switched into high-yield shares such as Telstra, which climbed to a three-year high.

Telstra soars as investors chase dividend yield

Sydney Morning Herald 16/05/2012 | INVESTORS dumped commodities stocks and poured money into high-yield shares such as Telstra, sending the telco to a three-year high.

More...


Sponsored Links

More from our network...