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AMP FS Super - AMP Capital Global Prp Securities

AMP FS Super - AMP Capital Global Prp Securities

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General Information
Fund Name AMP FS Super - AMP Capital Global Prp Securities
Manager AMP Superannuation Limited
APIR Code AMP1611AU  
Sector/Asset Class Equity Global 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 Superannuation Fund  
Fund Inception 12th Nov 2010
Fund Size $1.24 million (as at 31st Mar 2012) 
Entry Price $1.14412 (as at 15th May 2012) 
Exit Price $1.14412 (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 2.26 7.9 12.49 3.87 - - - -
Growth Return 2.26 7.90 12.49 3.87 - - - -
Income Return 0.00 0.00 0.00 0.00 - - - -
Morningstar Index
(Mstar PG Sup Equity Gl Real Estate Idx) More information...
Total Return 2.26 7.50 12.48 3.28 9.70 21.73 -5.71 3.89
Market Index
(UBS Global Investors Ex AUS NR Hdg AUD)
Total Return 2.45 8.38 13.64 5.89 14.84 28.27 -3.30 -


Asset Allocation (as at 30th Apr 2012) More information...
Domestic Shares 0%
International Shares 0%
Cash 3.5838%
Listed Property 96.4162%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective The portfolio aims to generate medium to high returns over the long term by investing in listed property trusts in Australia and Real Estate Investment Trusts (REITs) and property securities companies in North America, Europe and Asia.
Fund Strategy The benchmark is the UBS Global Real Estate Investors Index - a sub-index of the EPRA/NAREIT Global Real Estate Index. As the characteristics of the different property markets vary from region to region, the investment manager believes successful investment in global listed property securities can only be achieved through regional specialists. The portfolio's international investments are fully hedged back to Australian dollars.

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Offer Information
Entry Fee via InvestSMART 0%
Minimum Initial Investment $0
Minimum Additional Investments $0

Top 10 Holdings (as at 30th Apr 2012)
Holding Type % of Portfolio
Simon Property Group Inc Equity 9.20
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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