General Information

AMP FLTP-Goldman Sachs Australian Eq
AMP Superannuation Limited
AMP0918AU
Equity Australia Large Blend
starstarstar (as at 30 Sep 2009)
Allocated Pension
20 Sep 2004
$0.66 million (as at 28 Feb 2017)
$3.57932 (as at 24 Mar 2017)
$3.57932 (as at 24 Mar 2017)

Fund performance (28 Feb 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 1.98 4.94 3.75 17.69 1.93 6.37 10.98 4.97
Growth return 1.98 4.94 3.75 17.69 1.93 6.37 10.98 4.97
Income return 0 0 0 0 0 0 0 0

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

Total return 2.25 5.88 7.22 22.13 2.65 6.47 10.64 4.32

Asset Allocation (28 Feb 2017)

Australian Equities 96.31%
International Equities 0.88%
Cash 2.82%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The Fund seeks to achieve medium-to-long term capital growth through exposure to companies listed on the Australian Securities Exchange. In doing so, the aim is to outperform the S&P/ASX 200 Accumulation Index over rolling three-year periods.
The fund, substantially through its investment in the Australian Equities Pooled Fund, invests in securities which are listed on the Australian Securities Exchange, but excluding converting preference shares.

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 31 Dec 2016)

Holding Type % of Portfolio
Commonwealth Bank of Australia Equity 13.47%
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* Dates for historical returns vary from fund to fund