General Information

AMP FLTP-Specialist Hedged Int Shares
AMP Superannuation Limited
AMP0926AU
Equity World - Currency Hedged
starstarstar (as at 30 Sep 2009)
Retirement
20 Sep 2004
$0.59 million (as at 28 Feb 2017)
$2.15517 (as at 23 Mar 2017)
$2.15517 (as at 23 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 3.01 6.98 9.62 21.47 4.97 8.58 12.64 3.67
Growth return 3.01 6.98 9.62 21.47 4.97 8.58 12.64 3.67
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG PaA Equity World-Curr Hgd Idx)

Total return 3.06 7.56 9.65 20.9 4.54 8.05 11.87 4.66

Market index (Vanguard Intl Shares Index Hdg AUD TR)

Total return 3.18 7.68 10.5 24 6.93 10.41 14.39 6.86

Asset Allocation (28 Feb 2017)

Australian Equities 0%
International Equities 104.99%
Cash -4.99%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax.
The Specialist International Share (Hedged) Fund (referred to in this Fund profile as the 'Fund') primarily invests in a diversified portfolio of listed international shares and blends specialist investment managers from around the world.

Offer information

Indirect Cost Ratio (ICR) 2.16% (as at 1 Jul 2015)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2013)

Holding Type % of Portfolio
Orbis Global Equity Mutual Fund - Separate Account 17.99%
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* Dates for historical returns vary from fund to fund