General Information

AMP FLAP-Property Index
AMP Superannuation Limited
AMP1536AU
Equity Australia Real Estate
starstar (as at 31 Dec 2013)
n/a
Not Rated
Retirement
12 Nov 2010
$5.04 million (as at 31 Dec 2016)
$1.94136 (as at 20 Feb 2017)
$1.94136 (as at 20 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 -4.88 1.92 -12.48 4.43 4.85 13.16 13.43 -
Growth return -4.88 1.92 -12.48 4.43 4.85 13.16 13.43 -
Income return 0 0 0 0 0 0 0 -

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

Total return -4.31 2 -10.34 6.62 6 13.9 14.33 -1.24

Market index (S&P/ASX 200 A-REIT TR)

Total return -4.84 2.49 -12.16 6.55 6.91 15.89 16.14 -0.29

Asset Allocation (31 Jan 2017)

Australian Equities 0%
International Equities 0%
Cash 0.08%
Property 99.92%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide returns over the long-term in line with an appropriate index by investing in Property Securities. Exposure to this asset class will be attained through the use of index focussed investment managers.
The strategy aims to provide returns that track the S&P/ASX 200 A-REIT Index, with net dividends reinvested.

Offer information

Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 1.81% (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 Dec 2016)

Holding Type % of Portfolio
Scentre Group Equity 21.30%
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* Dates for historical returns vary from fund to fund