General Information

AMP Capital Global Gr Opportunities (Wholesale)
AMP Capital Investors Limited
AMP0282AU
Equity World Large Growth
starstarstarstar (as at 30 Sep 2009)
n/a
Not Rated
Managed Funds
3 Mar 1999
$0.4 million (as at 31 Jan 2017)
$1.47699 (as at 23 Feb 2017)
$1.46815 (as at 23 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 -0.67 4.76 1.99 3.42 4.65 9.14 13.85 4.09
Growth return -0.67 4.76 1.99 2.9 3.4 8 12.6 3.04
Income return 0 0 0 0.52 1.25 1.14 1.25 1.05

Morningstar index (Mstar PG ITr Equity World Large Gr Idx)

Total return -1.08 4.29 2.26 6.64 4.55 9.33 15.06 3.16

Market index (MSCI World Ex Australia NR AUD)

Total return -2.36 6.6 5.08 8.88 6.85 11.1 17.74 4.16

Asset Allocation (31 Jan 2017)

Australian Equities 0.68%
International Equities 94.94%
Cash 2.20%
Property 2.17%
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) 0.77% (as at 30 Jun 2015)
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2016)

Holding Type % of Portfolio
Facebook Inc A Equity 2.63%
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* Dates for historical returns vary from fund to fund