General Information

AMP FLAP-AMP Capital Global Prp Secs
AMP Superannuation Limited
AMP1632AU
Equity Global Real Estate
starstarstar (as at 31 Aug 2014)
Bronze
Not Rated
Retirement
12 Nov 2010
$9.06 million (as at 30 Nov 2016)
$1.75755 (as at 17 Jan 2017)
$1.75755 (as at 17 Jan 2017)

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 4.61 -1.48 -2.46 -0.72 2.97 9.39 11.75 -
Growth return 4.61 -1.48 -2.46 -0.72 2.97 9.39 11.75 -
Income return 0 0 0 0 0 0 0 -

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

Total return 4.32 -2.78 -2.72 1.88 3.6 10.71 12.52 1.44

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 2.90%
Cash 0.67%
Property 96.43%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark (FTSE EPRA/NAREIT Developed Rental Index Hedged in AUD Net TRI) on a rolling 3 year basis.
To take advantage of global real estate market conditions, as well as country-specific opportunities, the option's investment style combines a macroeconomic (top-down) approach to regional and country allocations, with a stock-specific (bottom-up) selection process. The option is managed by an investment team made up of on-the-ground regional investment specialists based in Sydney, Chicago, London and Hong Kong. The option aims to hedge currency exposure.

Offer information

Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 2.16% (as at 1 Jul 2015)
Minimum initial investment $20,000
Minimum additional investments $1,500.00
Minimum redemption amount

Top 10 holdings (as at 31 Oct 2016)

Holding Type % of Portfolio
Simon Property Group Inc Equity 7.93%
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* Dates for historical returns vary from fund to fund