AM Trustees Pooled Super - Traded Polici - Managed Fund

Fund Performance Comparison

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Fees Comparison

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.6 2.19 5.42 14.07 - - - -
Growth return - - - - - - - -
Income return - - - - - - - -
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.16 1.33 2.13 2.99 1.37 3.02 4.24 5.92
As as 30 Jun 1998. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Fixed Interest
73.10%
Cash
26.90%

General Information

Fund Details
Type Description
AM Trustees Pooled Super - Traded Polici
Closed
AM Life Limited
AMG0048AU
Bonds - Australia
Not Rated
Superannuation Fund
12 Dec 1996
$47.61 million (as at 31 Jul 2000)
n/a
n/a
Fund Objective
This product aims to achieve no loss of original capital over rolling 2 year periods, and return at least Australian 5 year bond rates over rolling 3 years periods. Reporting benchmark: the Warburg Dillon Read Australian Composite Bond Index (0-5 years).
Fund Strategy
This Fund invests in endowment life insurance policies purchased on the secondary life insurance policy market. Each traded policy effectively has a guarantee of capital at the end of the endowment period, from the relevant life office. The initial term to maturity is generally 5 years.
Offer information
Type Description
Minimum initial investment $10,000.00

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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.16%
InvestSMART International Equities 11.86%
Intelligent Investor Equity Growth 11.34%
InvestSMART Australian Small Companies Fund 9.42%
InvestSMART High Growth 8.98%
InvestSMART Core Growth 8.00%
InvestSMART Balanced 6.18%
InvestSMART Diversified Property and Infrastructure 5.19%
InvestSMART Diversified Income 4.58%
InvestSMART Hybrid Income 4.43%
InvestSMART Interest Income 2.12%

* Returns p.a. since inception after investment & admin fees

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