General Information

AMP FLS&CS-UBS Clarion Glbl Property Sec
AMP Superannuation Limited
AMP1999AU
Equity Global Real Estate
Not Rated
Superannuation Fund
1 Jul 2015
$13.78 million (as at 31 Jan 2016)
$1.0096 (as at 7 Mar 2016)
$1.00758 (as at 7 Mar 2016)

Fund performance

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 - - - - - - - -
Growth return -1.25 -4.03 0.29 - - - - -
Income return - - - - - - - -

Market index (UBS Global Investors Ex AUS NR Hdg AUD)

Total return -0.66 -3.15 4.21 14.82 13.19 16.95 16.58 7.77

Asset Allocation

Australian Equities 0%
International Equities 0%
Cash 0.10%
Property 99.90%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The strategy aims to provide investors with a total return (after management costs) in excess of the FTSE EPRA/NAREIT Developed Rental Net Return Index (AUD Hedged) when measured over rolling three-year periods.
The strategy can invest in real estate securities listed, or in the process of being listed, on any recognised stock exchange in the developed or emerging markets, cash, derivatives and currency instruments. The strategy seeks to provide investors with attractive returns over the long term through the construction of a diversified portfolio of publicly traded securities in real estate companies/trusts.

Offer information

Top 10 holdings (as at 31 Oct 2015)

Holding Type % of Portfolio
Simon Property Group Inc Equity 7.82%
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* Dates for historical returns vary from fund to fund