Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -5.08% | 1.43% | 10.87% | 28.64% | 4.69% | 7.77% | 4.81% | -% |
Growth return | -5.08% | 1.43% | 10.87% | 28.64% | 4.69% | 7.77% | 4.81% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
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Total return | -0.66% | -3.15% | 4.21% | 14.82% | 13.19% | 16.95% | 16.58% | 7.77% |
Type | Description |
AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities | |
Closed | |
AMP1999AU | |
Equity Global Real Estate | |
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|
Superannuation Fund | |
1 Jul 2015 | |
$0 million (as at 31 Oct 2021) | |
$1.35154 (as at 30 Sep 2021) | |
$1.35154 (as at 30 Sep 2021) | |
Finalised |
Type | Description |
MER | 2.77% (as at 7 May 2021) |
Indirect Cost Ratio (ICR) | 2.77% (as at 30 Jun 2020) |
Performance fee (not included in ICR) | 0 |
Holding (as at 31 Aug 2025) | Type | % of Portfolio |
Welltower Inc | Equity - REIT | 9.66% |
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The objective of the AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund is The Fund aims to outperform (after management costs) the FTSE EPRA/NAREIT Developed Rental Net Return Index (AUD Hedged) over rolling three year periods.
The strategy of the AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund is The Fund invests in a diversified portfolio of listed global real estate companies.
The APIR code of the AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund is AMP1999AU.
AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities’s total return last month was -5.08%. This was made up of a growth return of -5.08% and an income return of 0%. These returns were calculated as at 30 Sep 2021.
AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities’s total return for the last three months was 1.43%. This was made up of a growth return of 1.43% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.
AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities’s one-year total return is 28.64%. This was made up of a growth return of 28.64% and an income return of 0%. These returns were calculated as at 30 Sep 2021.
AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities’s one-year total return is 7.77%. This was made up of a growth return of 7.77% and an income return of 0%. These returns were calculated as at 30 Sep 2021.
The asset allocation of the AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund is :
The AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund belongs to the Equity Global Real Estate sector/asset class.
As at 31 Oct 2021, the size of the AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund was $0 million.
The AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund has an inception date of 1 Jul 2015.
The current entry price of the AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund is $1.35154 per unit and the current exit price is $1.35154 per unit (as at 30 Sep 2021).
The current exit price of the AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund is $1.35154 per unit and the current entry price is $1.35154 per unit (as at 30 Sep 2021).
The minimum initial investment amount for the AMP - Flexible Lifetime & Custom Super - UBS Clarion Global Property Securities managed fund is $.
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.