General Information

AMP FLTP-Specialist Property & Infras
AMP Superannuation Limited
AMP0931AU
Equity Global Real Estate
starstarstar (as at 31 Oct 2011)
Allocated Pension
20 Sep 2004
$7.14 million (as at 28 Feb 2017)
$1.92184 (as at 24 Mar 2017)
$1.92184 (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 2.74 5.41 -0.97 7.55 1.64 8.56 9.9 1.43
Growth return 2.74 5.41 -0.97 7.55 1.64 8.56 9.9 1.43
Income return 0 0 0 0 0 0 0 0

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 (28 Feb 2017)

Australian Equities 0%
International Equities 0.39%
Cash 1.68%
Property 97.86%
Fixed Interest 0%
Alternatives 0.08%
Asset Allocation

Objectives and Strategy

To provide total returns (income and capital growth) after costs and before tax, above the return of 20% of the S&P/ASX200 A-REIT Accumulation, 35% FTSE EPRA NAREIT Developed Net Total Return (hedged to the Australian dollar), 30% Dow Jones Brookfield Global Infrastructure Net Accumulation (hedged to the Australian dollar) and 15% Mercer/IPD Australian Pooled Property strategy indices on a rolling three-year basis.
The portfolio will invest in direct property, listed property securities and listed infrastructure securities, both in Australia and around the world, and may also invest in direct infrastructure from time to time.

Offer information

Indirect Cost Ratio (ICR) 2.26% (as at 1 Jul 2015)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

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* Dates for historical returns vary from fund to fund