General Information

AMP FS R-AMP Capital Equity
AMP Superannuation Limited
AMP1324AU
Equity Australia Large Growth
starstarstar (as at 30 Sep 2013)
Neutral
Not Rated
Retirement
21 May 2010
$13.12 million (as at 31 Dec 2016)
$1.69964 (as at 20 Feb 2017)
$1.69964 (as at 20 Feb 2017)

Fund performance (31 Jan 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 -0.95 6.28 1.91 11.6 2.28 7.03 10.72 -
Growth return -0.95 6.28 1.91 11.6 2.28 7.03 10.72 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG PaA Equity Aus Large Gr Idx)

Total return -0.96 5.47 1.24 12.19 3.66 6.27 10.4 4.82

Market index (S&P/ASX 200 TR AUD)

Total return -0.79 6.65 3.23 17.34 4.95 7.4 10.57 4.26

Asset Allocation (31 Jan 2017)

Australian Equities 93.52%
International Equities 0%
Cash 3.46%
Property 3.02%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The portfolio aims to provide returns, after costs and before tax, above the S&P/ASX 200 Accumulation Index.
To provide high returns over the long term while accepting high levels of volatility in returns, by investing in a portfolio of shares listed on the ASX.

Offer information

Indirect Cost Ratio (ICR) 1.61% (as at 1 Jul 2015)
Minimum initial investment $20,000

Top 10 holdings (as at 31 Dec 2016)

Holding Type % of Portfolio
Commonwealth Bank of Australia Equity 10.01%
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Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund