General Information

AMP Capital Global Gr Opportunities (Wholesale)
AMP Capital Investors Limited
AMP0282AU
Equity World Large Growth
starstarstarstar (as at 31 Mar 2017)
Investment Fund
3 Mar 1999
$0.41 million (as at 31 Mar 2017)
$1.60554 (as at 27 Apr 2017)
$1.59593 (as at 27 Apr 2017)

Fund performance (31 Mar 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 2.9 3.21 6.47 12.09 3.95 11.12 13.41 4.8
Growth return 2.9 3.21 6.47 11.52 2.71 9.96 12.16 3.74
Income return 0 0 0 0.57 1.24 1.16 1.25 1.06

Market index (MSCI World Ex Australia NR AUD)

Total return 1.82 0.85 8.6 15.55 5.38 12.76 16.43 4.82
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (31 Mar 2017)

Australian Equities 0%
International Equities 97.51%
Cash 1.87%
Property 0.63%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To achieve a total return (capital growth and income), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
The Fund is managed according to the Global Thematic Equity strategy, which is a long-only, style agnostic investment discipline that targets long-term investment returns with low absolute risk.

Offer information

Indirect Cost Ratio (ICR) 0.80% (as at 30 Jun 2016)
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2017)

Holding Type % of Portfolio
Facebook Inc A Equity 2.55%
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