AMP - Flexible Lifetime & Custom Super - AMP Sustain Future International Shares - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 1.14 6.38 5.8 10.78 6.54 2.04 - -
Growth return 1.14 6.38 5.8 10.78 6.54 2.04 - -
Income return 0 0 0 0 0 0 - -
Market index (MSCI World Ex Australia NR AUD)
Total return 2.01 4.65 - 9.13 14.83 15.01 13.01 12.11
As as 30 Sep 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - AMP Sustain Future International Shares
Australian Equities
0.95%
International Equities
94.08%
Cash
2.48%
Property
2.07%
Alternatives
0.43%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
0.43%
International Equities
94.29%
Cash
4.55%
Property
0.44%
Alternatives
0.17%
Fixed Interest
0.12%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - AMP Sustain Future International Shares
Closed
AMP Superannuation Limited
AMP0495AU
Equity World Large Blend
Not Rated
Superannuation Fund
18 Feb 2002
n/a
$0.7936 (as at 21 Oct 2005)
$0.7936 (as at 21 Oct 2005)
Fund Objective
To provide a total return (income and capital growth) after costs and before-tax, above the MSCI All Country World Index on a rolling 5 year basis.
Fund Strategy
The portfolio invests primarily in international shares diversified across countries, industries and types of companies and is managed using a Responsible Investment approach. The portfolio may also invest a portion of its assets in emerging markets. In certain market conditions, the portfolio may hold a higher level of cash.
Offer information
Type Description
Standard entry fee 4.50%

Top 10 holdings (as at 30 Jun 2019)

Holding (as at 30 Jun 2019) Type % of Portfolio
AMP Cap Resp Invst Leaders Emrg Mkt Shr Mutual Fund - Open End 10.63%
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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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%