General Information

AMP FLTP-BT Australian Share
AMP Superannuation Limited
Equity Australia Large Blend
starstarstarstar (as at 30 Jun 2017)
Allocated Pension
20 Sep 2004
$3.39 million (as at 31 May 2017)
$2.86421 (as at 26 Jul 2017)
$2.86421 (as at 26 Jul 2017)

Fund performance (30 Jun 2017)

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 1.5 0.43 5.41 16.36 7.53 7.83 12.95 4.35
Growth return 1.5 0.43 5.41 16.36 7.53 7.83 12.95 4.35
Income return 0 0 0 0 0 0 0 0

Market index (S&P/ASX 200 TR AUD)

Total return 0.17 -1.58 3.16 14.09 7.11 6.63 11.81 3.61

Asset Allocation (30 Jun 2017)

Australian Equities 84.93%
International Equities 2.14%
Cash 7.51%
Property 4.49%
Fixed Interest 0%
Alternatives 0.94%
Asset Allocation

Objectives and Strategy

Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.
The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

Offer information

Indirect Cost Ratio (ICR) 2.21% (as at 30 Jun 2016)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Apr 2017)

Holding Type % of Portfolio
Australia and New Zealand Banking Group Ltd Equity 9.55%
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