AMP Flexible Lifetime Super & Custom Super - Winton Global Alpha - Managed Fund

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Fund Performance Comparison

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Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ }}

Fee comparison

NOTE: Over the long term, higher fees lead to lower returns

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Benchmark* Peers Fees InvestSMART's Fees
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* A benchmark is an arbitary calculation that does not have any fees. Hence why in the long term the majority of fund managers underperform their benchmark by the cost of their fees. InvestSMART provides low cost funds that track their benchmark.

Fund performance (31 May 2018)

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 -0.5 -0.11 0.68 2.34 -0.75 -1.77 2.49 -
Growth return -0.5 -0.11 0.68 2.34 -0.75 -1.77 2.49 -
Income return 0 0 0 0 0 0 0 -

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.16 0.5 0.93 1.79 1.79 1.93 2.2 3.26

Asset Allocation (31 May 2018)

Australian Equities 0%
International Equities 0%
Cash 1.08%
Property 0%
Fixed Interest 0%
Alternatives 98.92%
Asset Allocation

General Information

AMP Flexible Lifetime Super & Custom Super - Winton Global Alpha
AMP Superannuation Limited
Alternative Strategies
Not Rated
Superannuation Fund
21 Nov 2011
$11.73 million (as at 30 Apr 2018)
$1.17483 (as at 15 Jun 2018)
$1.17483 (as at 15 Jun 2018)

Objectives and Strategy

To generate long-term total returns from a managed futures strategy which uses proprietary trading systems to take long and short futures exposure across a diverse number of markets. Ultimately the strategy is seeking to produce positive returns that exhibit low correlation to those of traditional asset classes.
This is a systematic, trend-following strategy implemented primarily through the trading of exchange traded futures. The strategy utilises statistical research to identify trends in the financial markets where it takes long and short positions across categories such as share indices, bonds, interest rates, currencies and commodities. Risk Management is heavily integrated into the investment process and designed to achieve a consistent level of volatility and some downside protection.

Offer information

Standard entry fee 4.50%
Indirect Cost Ratio (ICR) 3.90% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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