AMP Capital - Australian Equity Opportun Wholesale - Managed Fund

Fund Performance Comparison

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

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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 4.9 6.97 5.72 11.13 9.68 6.89 10.51 -
Growth return 4.9 6.97 5.72 10.88 -0.99 -2.86 2.28 -
Income return 0 0 0 0.25 10.67 9.75 8.23 -
Market index (S&P/ASX 200 TR AUD)
Total return 2.61 16.48 -10.42 -7.68 1.48 5.19 5.95 7.8
As as 30 Sep 2017. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Capital - Australian Equity Opportun Wholesale
Australian Equities
International Equities
Fixed Interest
Average Allocation of Peers
Australian Equities
International Equities
Fixed Interest

General Information

Fund Details
Type Description
AMP Capital - Australian Equity Opportun Wholesale (Wholesale)
AMP Capital Funds Management Ltd
Equity Australia Large Blend
starstarstarstar (as at 30 Sep 2017)
Investment Fund
19 Mar 2012
$1.25817 (as at 7 Nov 2017)
$1.2519 (as at 7 Nov 2017)
Fund Objective
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.
Fund Strategy
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
Type Description
Minimum initial investment $10,000,000
Minimum additional investments $100,000

Top 10 holdings (as at 30 Sep 2017)

Holding (as at 30 Sep 2017) Type % of Portfolio
Commonwealth Bank of Australia Equity 9.78%
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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.

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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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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 9.76%
Intelligent Investor Equity Growth 7.17%
InvestSMART High Growth 6.85%
InvestSMART Growth 6.36%
InvestSMART Balanced 5.21%
Intelligent Investor Equity Income 4.55%
InvestSMART Conservative 4.06%
InvestSMART Hybrid Income 3.59%
InvestSMART Interest Income 3.27%
Intelligent Investor Australian Small Companies Fund 3.02%
InvestSMART Property and Infrastructure 2.82%