General Information

AMP Capital FD Growth (Wholesale)
AMP Capital Investors Limited
Multisector Aggressive
starstarstarstar (as at 30 Apr 2012)
Superannuation Fund
10 Apr 2002
$1871.46 million (as at 28 Feb 2017)
n/a
n/a

Fund performance (28 Feb 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 1.43 4.02 5.53 14.18 4.77 8.34 11.17 4.74
Growth return - - - - - - - -
Income return - - - - - - - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 1.76 4.2 4.59 14.64 4.24 8.89 13.15 4.82

Asset Allocation (28 Feb 2017)

Australian Equities 30.39%
International Equities 37.87%
Cash 5.21%
Property 4.84%
Fixed Interest 8.36%
Alternatives 13.32%
Asset Allocation

Objectives and Strategy

The portfolio aims to achieve a rate of return above inflation after costs over a 5 to 7 year period.
To provide high returns over the long term through a diversified portfolio investing mostly in shares with some exposure to property, fixed interest and alternative assets.

Offer information

Indirect Cost Ratio (ICR) 0.87% (as at 30 Jun 2012)
Performance fee 0.05
Minimum initial investment $10,000,000
Minimum additional investments $100,000
Minimum redemption amount $5,000.00

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* Dates for historical returns vary from fund to fund