General Information

AMP FLI S2-Specialist Hedged Int Shares
AMP Capital Funds Management Ltd
AMP1418AU
Equity World - Currency Hedged
starstarstarstar (as at 30 Apr 2017)
Investment Fund
1 Jul 2010
$1.12 million (as at 31 Mar 2017)
$2.13214 (as at 19 May 2017)
$2.12363 (as at 19 May 2017)

Fund performance (30 Apr 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 1.93 5.65 12.87 18.98 6.42 9.82 13.6 -
Growth return 1.93 5.65 12.87 18.98 5.65 7.81 11.69 -
Income return 0 0 0 0 0.77 2.01 1.91 -

Market index (Vanguard Intl Shares Index Hdg AUD TR)

Total return 1.26 5.58 13.27 19.49 7.57 10.76 14.72 6.56

Asset Allocation (30 Apr 2017)

Australian Equities 0%
International Equities 104.99%
Cash -4.99%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax.
The Specialist International Share (Hedged) Fund (referred to in this Fund profile as the 'Fund') primarily invests in a diversified portfolio of listed international shares and blends specialist investment managers from around the world.

Offer information

Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Jun 2013)

Holding Type % of Portfolio
Orbis Global Equity Mutual Fund - Separate Account 17.99%
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