General Information

AMP FLTP-Goldman Sachs Australian Eq
AMP Superannuation Limited
AMP0918AU
Equity Australia Large Blend
starstarstar (as at 30 Sep 2009)
Neutral
Not Rated
Retirement
20 Sep 2004
$0.64 million (as at 30 Nov 2016)
$3.47113 (as at 20 Jan 2017)
$3.47113 (as at 20 Jan 2017)

Fund performance (31 Dec 2016)

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 3.93 3.77 8.81 7.45 6.13 6.76 12.4 4.99
Growth return 3.93 3.77 8.81 7.45 6.13 6.76 12.4 4.99
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG PaA Equity Aus Large Bld Idx)

Total return 3.87 4.82 10.46 9.79 6.67 6.11 11.65 4.85

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

Total return 4.38 5.18 10.59 11.8 7.08 6.59 11.85 4.53

Asset Allocation (31 Dec 2016)

Australian Equities 95.53%
International Equities 0.93%
Cash 2.89%
Property 0.65%
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 1 Jul 2015)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Nov 2016)

Holding Type % of Portfolio
Commonwealth Bank of Australia Equity 13.31%
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* Dates for historical returns vary from fund to fund