AM Trustees PoolSup - International T Pol Unhedged TE - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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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 6.66 10.58 11.03 11.2 17.12 - - -
Growth return - - - - - - - -
Income return - - - - - - - -
Market index (MSCI World NR AUD)
Total return -5.41 -1.06 4.2 9.44 15.47 8.15 13.18 9.24
As as 31 Mar 2001. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Fixed Interest
99.67%
Cash
0.33%

General Information

Fund Details
Type Description
AM Trustees PoolSup - International T Pol Unhedged TE
Closed
IOOF Investment Management Limited
AMG0104AU
Equity World Other
Not Rated
Superannuation Fund
1 Mar 1999
$0.31 million (as at 31 Mar 2001)
n/a
n/a
Fund Objective
To achieve a return of at least 3% above the rate of inflation as measured by the CPI over rolling 5 year periods. Primary benchmark: 75% Government Bond Index and 25% Sharemarket Index of the Countries of Origin, both in local currency in proportion to the countries of origin.
Fund Strategy
Invests indirectly in a range of longer-term endowment life insurance policies. The Fund has exposure to endowment policies with maturities of up to 15 years. Currency exposures are not hedged. Currently, all policies are sourced from UK life insurance policies.
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 *
InvestSMART International Equities 10.30%
Intelligent Investor Equity Income 8.43%
Intelligent Investor Equity Growth 8.25%
InvestSMART High Growth 7.41%
InvestSMART Core Growth 6.71%
InvestSMART Australian Small Companies Fund 5.82%
InvestSMART Balanced 5.25%
InvestSMART Hybrid Income 4.13%
InvestSMART Diversified Income 3.92%
InvestSMART Diversified Property and Infrastructure 3.86%
InvestSMART Interest Income 2.17%

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

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