AMP FS R- Ausbil130/30 Focus - Managed Fund
General Information
| AMP FS R- Ausbil130/30 Focus | |
| AMP Superannuation Limited | |
| AMP1782AU | |
| Equity Australia Large Blend | |
 (as at 31 Mar 2018) |
|
| 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) |
||||||||
| 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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|---|---|---|---|---|
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Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ fund.benchmark.name }}
Asset Allocation (31 Mar 2018)
| Australian Equities | 89.35% |
| International Equities | 0% |
| Cash | 10.65% |
| Property | 0% |
| Fixed Interest | 0% |
| Alternatives | 0% |
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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% |
| Login now to view the complete list of holdings. | ||
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