General Information

AMP FS R-AMP Super Easy Intl Shares
AMP Superannuation Limited
AMP1380AU
Equity World Large Blend
starstarstarstar (as at 30 Nov 2013)
n/a
Not Rated
Retirement
12 Nov 2010
$28.24 million (as at 31 Dec 2016)
$2.06625 (as at 23 Feb 2017)
$2.06625 (as at 23 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 -2.59 5.9 4.26 7.11 5.71 9.84 16.35 -
Growth return -2.59 5.9 4.26 7.11 5.71 9.84 16.35 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG PaA Equity World Large Bld Idx)

Total return -1.66 5.19 4.12 6.96 4.75 9.15 15.61 3.22

Market index (MSCI World Ex Australia NR AUD)

Total return -2.36 6.6 5.08 8.88 6.85 11.1 17.74 4.16

Asset Allocation (31 Jan 2017)

Australian Equities 0%
International Equities 97.40%
Cash 2.60%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

"To provide returns over the long-term in line with an appropriate index by investing in International Equities. Exposure to this asset class will be attained through the use of index focussed investment managers."
To provide returns over the long-term in line with an appropriate index by investing in International Equities. Exposure to this asset class will be attained through the use of index focussed investment managers.

Offer information

Indirect Cost Ratio (ICR) 1.01% (as at 1 Jul 2015)
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2016)

Holding Type % of Portfolio
Henderson Global Equity Multi St Aud Mutual Fund - Hedge Fund 1.79%
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* Dates for historical returns vary from fund to fund