AMP Flexible Super - Retirement - AMP Super Easy Property - Managed Fund

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Fund Performance Comparison

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Fee comparison

NOTE: Over the long term, higher fees lead to lower returns

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Benchmark* Peers Fees InvestSMART's Fees
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* A benchmark is an arbitary calculation that does not have any fees. Hence why in the long term the majority of fund managers underperform their benchmark by the cost of their fees. InvestSMART provides low cost funds that track their benchmark.

Fund performance (31 May 2018)

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 2.85 7.32 0.42 4.13 2.59 6.17 9.82 -
Growth return 2.85 7.32 0.42 4.13 2.59 6.17 9.82 -
Income return 0 0 0 0 0 0 0 -

Market index (S&P/ASX 200 A-REIT TR)

Total return 3.07 7.75 1.03 5.29 3.62 7.38 11.34 4.55

Asset Allocation (31 May 2018)

Australian Equities 0%
International Equities 0%
Cash 5.87%
Property 94.13%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

General Information

AMP Flexible Super - Retirement - AMP Super Easy Property
AMP Superannuation Limited
AMP1619AU
Equity Australia Real Estate
starstarstar (as at 31 May 2018)
Allocated Pension
12 Nov 2010
$26.68 million (as at 30 Apr 2018)
$2.15789 (as at 15 Jun 2018)
$2.15789 (as at 15 Jun 2018)

Objectives and Strategy

The Fund provides exposure to the performance of the S&P/ASX 200 Property Trust Accumulation Index (Index), and is designed to generate a return equal to the Index returns (True Indexing).
True Indexing results in pre-tax returns for investors that equal the returns provided by the Index.

Offer information

Indirect Cost Ratio (ICR) 1.03% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Apr 2018)

Holding Type % of Portfolio
Scentre Group Equity 18.72%
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DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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