General Information

AMP Capital Australian Equity Opportun H
AMP Capital Funds Management Ltd
AMP1784AU
Equity Australia Large Blend
starstarstar (as at 30 Jun 2016)
Under Review
Not Rated
Managed Funds
21 Feb 2012
$1.58 million (as at 31 Jan 2017)
$1.10332 (as at 20 Feb 2017)
$1.09672 (as at 20 Feb 2017)

Fund performance (31 Jan 2017)

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 -0.43 5.47 -0.5 8.94 1.28 6.12 - -
Growth return -0.43 2.25 -3.54 -10.43 -12.53 -6.05 - -
Income return 0 3.22 3.04 19.37 13.81 12.17 - -

Morningstar index (Mstar PG ITr Equity Aus Large Bld Idx)

Total return -0.88 5.79 2.54 14 3.99 6.23 9.56 3.52

Market index (S&P/ASX 200 TR AUD)

Total return -0.79 6.65 3.23 17.34 4.95 7.4 10.57 4.26

Asset Allocation (31 Jan 2017)

Australian Equities 88.81%
International Equities 0%
Cash 7.36%
Property 3.84%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The Fund aims to provide investors with total returns (income and capital growth), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
The Fund primarily invests in Australian companies listed, or about to be listed, on the ASX which we believe are incorrectly priced by the market. We implement a research driven process, which combined with active management, including the implementation of long and short positions, enables the investment team to take advantage of investment opportunities in companies which we believe will deliver long term outperformance over the Fund's performance benchmark.

Offer information

Minimum initial investment $10,000.00
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

Top 10 holdings (as at 31 Dec 2016)

Holding Type % of Portfolio
Commonwealth Bank of Australia Equity 12.47%
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* Dates for historical returns vary from fund to fund