AMP FS R- Ausbil130/30 Focus - Managed Fund
General Information
AMP FS R- Ausbil130/30 Focus | |
AMP Superannuation Limited | |
AMP1782AU | |
Equity Australia Large Blend | |
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Allocated Pension | |
19 May 2012 | |
$12.97 million (as at 28 Feb 2018) | |
$1.68942 (as at 19 Apr 2018) | |
$1.68942 (as at 19 Apr 2018) |
Fund performance (31 Mar 2018)
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 | -3.25 | -2.97 | 3.76 | 3.64 | 7.96 | 0.78 | 6.59 | - |
Growth return | -3.25 | -2.97 | 3.76 | 3.64 | 7.96 | 0.78 | 6.59 | - |
Income return | 0 | 0 | 0 | 0 | 0 | 0 | 0 | - |
Market index (S&P/ASX 200 TR AUD) |
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Total return | -3.77 | -3.86 | 3.48 | 2.54 | 11.15 | 3.76 | 7.66 | 5.35 |
Fund Performance Comparison
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Asset Allocation (31 Mar 2018)
Australian Equities | 89.35% |
International Equities | 0% |
Cash | 10.65% |
Property | 0% |
Fixed Interest | 0% |
Alternatives | 0% |
Asset Allocation
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Objectives and Strategy
To invest in a long-biased 'long/short' Australian equity portfolio which employs an active fundamental approach to stock selection with the aim of outperforming the S&P/ASX 200 index by 3-5% p.a. (before fees) over the long-term. | |
The portfolio will typically hold long positions in approximately 40 stocks and a typically short around 15 stocks. Net equity exposure will vary between 80% to 100% with a bias towards larger and mid-sized capitalisation stocks within the market. |
Offer information
Indirect Cost Ratio (ICR) | 2.49% (as at 30 Jun 2017) |
Performance fee | -999 |
Minimum initial investment | $20,000 |
Minimum additional investments | |
Minimum redemption amount |
Top 10 holdings (as at 31 Dec 2017)
Holding | Type | % of Portfolio |
---|---|---|
Commonwealth Bank of Australia | Equity | 9.26% |
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