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  5. AMP - Flexible Lifetime & Custom Super - AMP International Share - Managed fund profile

AMP - Flexible Lifetime & Custom Super - AMP International Share - Managed Fund (Closed)

Fund Objective
To provide total returns (income and growth) after costs and before tax, above the performance benchmark on a rolling 3-year basis. The benchmark is the MSCI World (ex Australia) Accumulation Index
Fund Strategy
The portfolio provides investors with access to international shares, and exposure to a range of international share managers. In normal circumstances the portfolio is unhedged to Australian dollars. Currency exposures are individually managed by the underlying investment managers.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -3.75% -3.41% -7.6% -11.37% 4.15% 3.53% 7.16% 11.31%
Growth return -3.75% -3.41% -7.6% -11.37% 4.15% 3.53% 7.16% 11.31%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 30 Sep 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - AMP International Share
International Equities
96.86%
Cash
3.14%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.75%
Cash
1.75%
Australian Equities
1.20%
Property & Infrastructure
1.16%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - AMP International Share
Closed
AMP0168AU
Equity World Large Blend
starstarstar (as at 30 Sep 2022)
Superannuation Fund
1 Sep 1996
$210.91 million (as at 30 Sep 2022)
$3.55486 (as at 28 Oct 2022)
$3.55486 (as at 28 Oct 2022)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 2.81% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.81% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.28
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

FAQs about the AMP - Flexible Lifetime & Custom Super - AMP International Share

The objective of the AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund is To provide total returns (income and growth) after costs and before tax, above the performance benchmark on a rolling 3-year basis. The benchmark is the MSCI World (ex Australia) Accumulation Index

The strategy of the AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund is The portfolio provides investors with access to international shares, and exposure to a range of international share managers. In normal circumstances the portfolio is unhedged to Australian dollars. Currency exposures are individually managed by the underlying investment managers.

The APIR code of the AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund is AMP0168AU.

AMP - Flexible Lifetime & Custom Super - AMP International Share’s total return last month was -3.75%. This was made up of a growth return of -3.75% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - Flexible Lifetime & Custom Super - AMP International Share’s total return for the last three months was -3.41%. This was made up of a growth return of -3.41% and an income return of 0%%. These returns were calculated as at 30 Sep 2022.

AMP - Flexible Lifetime & Custom Super - AMP International Share’s one-year total return is -11.37%. This was made up of a growth return of -11.37% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - Flexible Lifetime & Custom Super - AMP International Share’s one-year total return is 3.53%. This was made up of a growth return of 3.53% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

The asset allocation of the AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund is :

International Equities
96.86%
Cash
3.14%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Sep 2022, the size of the AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund was $210.91 million.

The AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund has an inception date of 1 Sep 1996.

The current entry price of the AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund is $3.55486 per unit and the current exit price is $3.55486 per unit (as at 28 Oct 2022).

The current exit price of the AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund is $3.55486 per unit and the current entry price is $3.55486 per unit (as at 28 Oct 2022).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - AMP International Share managed fund is $0. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.