Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 9.42% | 12.22% | 8.4% | 13.75% | 15.84% | 10.59% | 15.87% | -% |
Growth return | -% | -% | -% | -% | -% | -% | -% | -% |
Income return | -% | -% | -% | -% | -% | -% | -% | -% |
Market index (S&P/ASX 200 TR AUD)
|
||||||||
Total return | -0.78% | 4.71% | 14.66% | 10.56% | 16.03% | 15.17% | 12.98% | 10.11% |
Type | Description |
AM Cashback Annuity - Australian Equitie | |
Closed | |
AM Life Limited | |
AMG0053AU | |
Equity Australia Other | |
Not Rated | |
Allocated Pension | |
1 Jul 1994 | |
$6.72 million (as at 31 Mar 2000) | |
n/a | |
n/a | |
Finalised |
Type | Description |
Minimum initial investment | $25,000 |
The objective of the AM Cashback Annuity - Australian Equitie managed fund is To achieve a better performance than the Australian equity market over rolling 3 year periods. Reporting benchmark is the All Ordinaries Accumulation Index.
The strategy of the AM Cashback Annuity - Australian Equitie managed fund is Invested in Australian equities by specialist investment managers of Australian equities, including Tyndall Investment Management (Australia) Ltd, Maple-Brown Abbott Ltd and Perpetual Funds Management. Australian equities include shares and property trusts listed on the Australian Stock Exchange, and specialist unlisted investment funds managed by the appointed investment managers for special purposes.
The APIR code of the AM Cashback Annuity - Australian Equitie managed fund is AMG0053AU.
AM Cashback Annuity - Australian Equitie’s total return last month was 9.42%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2000.
AM Cashback Annuity - Australian Equitie’s total return for the last three months was 12.22%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2000.
AM Cashback Annuity - Australian Equitie’s one-year total return is 13.75%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2000.
AM Cashback Annuity - Australian Equitie’s one-year total return is 10.59%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2000.
The asset allocation of the AM Cashback Annuity - Australian Equitie managed fund is :
The Responsible Entity for the AM Cashback Annuity - Australian Equitie managed fund is AM Life Limited.
The AM Cashback Annuity - Australian Equitie managed fund belongs to the Equity Australia Other sector/asset class.
As at 31 Mar 2000, the size of the AM Cashback Annuity - Australian Equitie managed fund was $6.72 million.
The AM Cashback Annuity - Australian Equitie managed fund has an inception date of 1 Jul 1994.
The current entry price of the AM Cashback Annuity - Australian Equitie managed fund is $ per unit and the current exit price is $ per unit (as at ).
The current exit price of the AM Cashback Annuity - Australian Equitie managed fund is $ per unit and the current entry price is $ per unit (as at ).
The minimum initial investment amount for the AM Cashback Annuity - Australian Equitie managed fund is $25,000.
Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.