AM Trustees PoolSup - International T Pol Unhedged - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

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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 5.78 9.16 9.56 12.44 16.01 - - -
Growth return - - - - - - - -
Income return - - - - - - - -
Market index (MSCI World NR AUD)
Total return 0.39 2.63 5.79 15.93 12.64 15.63 12.96 12.49
As as 31 Mar 2001. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AM Trustees PoolSup - International T Pol Unhedged
Cash
0.33%
Fixed Interest
99.67%
Australian Equities
0%
International Equities
0%
Property
0%
Average Allocation of Peers
Cash
5.35%
Fixed Interest
0.01%
Australian Equities
5.88%
International Equities
85.18%
Property
3.58%

General Information

Fund Details
Type Description
AM Trustees PoolSup - International T Pol Unhedged
Closed
IOOF Investment Management Limited
AMG0100AU
Equity World Other
Not Rated
Superannuation Fund
1 Mar 1999
$1.48 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 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.29%
Intelligent Investor Equity Growth 10.08%
InvestSMART High Growth 9.09%
Intelligent Investor Equity Income 8.77%
InvestSMART Diversified Property and Infrastructure 8.45%
InvestSMART Growth 8.27%
Intelligent Investor Australian Small Companies Fund 7.52%
InvestSMART Balanced 6.67%
InvestSMART Conservative 5.18%
InvestSMART Hybrid Income 4.42%
InvestSMART Interest Income 3.48%