General Information

AMP FLI S2-UBS Clarion Glbl Property Sec
AMP Capital Funds Management Ltd
AMP2035AU
Equity Global Real Estate
Not Rated
n/a
Not Rated
Managed Funds
1 Jul 2015
$0.08 million (as at 31 Dec 2016)
$1.0592 (as at 20 Feb 2017)
$1.05497 (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 -1.29 0.69 -9.69 5.06 - - - -
Growth return -1.29 0.69 -9.69 4.31 - - - -
Income return 0 0 0 0.75 - - - -

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

Total return -1.42 1.64 -6.96 6.22 0.89 10.81 11.83 1.41

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 Jan 2017)

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

Objectives and Strategy

The strategy aims to provide investors with a total return (after management costs) in excess of the FTSE EPRA/NAREIT Developed Rental Net Return Index (AUD Hedged) when measured over rolling three-year periods.
The strategy can invest in real estate securities listed, or in the process of being listed, on any recognised stock exchange in the developed or emerging markets, cash, derivatives and currency instruments. The strategy seeks to provide investors with attractive returns over the long term through the construction of a diversified portfolio of publicly traded securities in real estate companies/trusts.

Offer information

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* Dates for historical returns vary from fund to fund