General Information

AMP Capital Global Property Secs Unhdg
BetaShares Capital Ltd
Equity Global Real Estate
Not Rated
n/a
Not Rated
Managed Funds
25 May 2016
$12.69 million (as at 19 Jan 2017)
n/a
n/a

Fund performance (31 Dec 2016)

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 5.31 0.36 -2.62 - - - - -
Growth return 5.31 0 -3.19 - - - - -
Income return 0 0.36 0.57 - - - - -

Morningstar index (Mstar PG ITr Equity Gl Real Estate Idx)

Total return 4.34 -1.86 -1.51 3.59 4.96 11.7 13.51 2.02

Market index (UBS Global Investors Ex AUS NR Hdg AUD)

Total return -0.66 -3.15 4.21 14.82 13.19 16.95 16.58 7.77

Asset Allocation (31 Dec 2016)

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

Objectives and Strategy

AMP Capital Global Property Securities Fund (Unhedged) (Managed Fund) - is a managed investment scheme whose units trade on the ASX. Through investment in global listed real estate securities, the Fund aims to provide investors with total returns, after costs and before tax, above the Fund's benchmark on a rolling 3 year basis.

Offer information

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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* Dates for historical returns vary from fund to fund