InvestSMART

AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value - Managed Fund (Closed)

Fund Objective
To provide high relative investment growth over the long term by investing in international shares.
Fund Strategy
Strategy: To provide unitholders with long term capital growth and to outperform the Morgan Stanley Capital International World Index (Total returns with Gross Dividends Reinvested in Australian dollar terms), after costs and over rolling five year periods. Asset range(%): Cash 0-5, Intl share 95-100.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.76% 2.07% 5.91% 8.27% -% -% -% -%
Growth return 0.76% 2.07% 5.91% 8.27% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -0.9% 2.55% 8.85% 12.53% 21.5% 22.08% 15.57% 13.23%
As at 31 Aug 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value
International Equities
98%
Cash
2%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
33.72%
Cash
1.25%
Australian Equities
64.54%
Property & Infrastructure
0.24%
Fixed Interest
-0.01%
Alternatives
0.26%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value
Closed
AMP Superannuation Limited
AMP0662AU
Equity World Other
Not Rated
Superannuation Fund
7 Apr 2003
$87.65 million (as at 31 Aug 2004)
$1.1816 (as at 24 Sep 2004)
$1.1816 (as at 24 Sep 2004)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
Minimum initial investment
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value

The objective of the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund is To provide high relative investment growth over the long term by investing in international shares.

The strategy of the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund is Strategy: To provide unitholders with long term capital growth and to outperform the Morgan Stanley Capital International World Index (Total returns with Gross Dividends Reinvested in Australian dollar terms), after costs and over rolling five year periods. Asset range(%): Cash 0-5, Intl share 95-100.

The APIR code of the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund is AMP0662AU.

AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value’s total return last month was 0.76%. This was made up of a growth return of 0.76% and an income return of 0%. These returns were calculated as at 31 Aug 2004.

AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value’s total return for the last three months was 2.07%. This was made up of a growth return of 2.07% and an income return of 0%%. These returns were calculated as at 31 Aug 2004.

AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value’s one-year total return is 8.27%. This was made up of a growth return of 8.27% and an income return of 0%. These returns were calculated as at 31 Aug 2004.

AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2004.

The asset allocation of the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund is :

International Equities
98%
Cash
2%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund is AMP Superannuation Limited.

The AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund belongs to the Equity World Other sector/asset class.

As at 31 Aug 2004, the size of the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund was $87.65 million.

The AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund has an inception date of 7 Apr 2003.

The current entry price of the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund is $1.1816 per unit and the current exit price is $1.1816 per unit (as at 24 Sep 2004).

The current exit price of the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund is $1.1816 per unit and the current entry price is $1.1816 per unit (as at 24 Sep 2004).

The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - AXA Global Equity Value managed fund 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.