General Information

AMP FS R-AHL Alpha
AMP Superannuation Limited
AMP1762AU
Alternative Strategies
Not Rated
n/a
Not Rated
Retirement
21 Nov 2011
$9.75 million (as at 30 Nov 2016)
$1.20883 (as at 17 Jan 2017)
$1.20883 (as at 17 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 2.29 -0.12 -2.3 -2.15 -0.64 7.31 4.35 -
Growth return 2.29 -0.12 -2.3 -2.15 -0.64 7.31 4.35 -
Income return 0 0 0 0 0 0 0 -

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.15 0.44 0.9 1.99 2.12 2.31 2.68 3.99

Asset Allocation (31 Dec 2016)

Australian Equities 0%
International Equities 0%
Cash 0.24%
Property 0%
Fixed Interest 0%
Alternatives 99.76%
Asset Allocation

Objectives and Strategy

To generate medium to long-term returns in both rising and falling markets by investing in another underlying investment which uses a proprietary managed futures program to invest in global securities. Investments will typically be hedged back to Australian dollars.
Investments will typically be hedged back to Australian dollars. Futures, options, forward contracts, swaps and other financial derivatives both on and off market exchanges are used. Markets traded may be accessed directly or indirectly and generally includes stocks, bonds, currencies, short-term interest rates, energies, metals, credit, and agriculture.

Offer information

Indirect Cost Ratio (ICR) 2.66% (as at 1 Jul 2015)
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

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* Dates for historical returns vary from fund to fund