General Information

AMP FS R-BT Australian Share
AMP Superannuation Limited
AMP1340AU
Equity Australia Large Blend
starstarstarstar (as at 31 Dec 2013)
Silver
Not Rated
Retirement
21 May 2010
$16 million (as at 30 Nov 2016)
$1.72842 (as at 16 Jan 2017)
$1.72842 (as at 16 Jan 2017)

Fund performance (31 Dec 2016)

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 4.08 5.8 10.7 7.6 7.26 7.08 12.54 -
Growth return 4.08 5.8 10.7 7.6 7.26 7.08 12.54 -
Income return 0 0 0 0 0 0 0 -

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

Total return 3.87 4.82 10.46 9.79 6.67 6.11 11.65 4.85

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

Total return 4.38 5.18 10.59 11.8 7.08 6.59 11.85 4.53

Asset Allocation (31 Dec 2016)

Australian Equities 85.31%
International Equities 2.46%
Cash 4.83%
Property 6.52%
Fixed Interest 0%
Alternatives 0.89%
Asset Allocation

Objectives and Strategy

Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.
The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

Offer information

Indirect Cost Ratio (ICR) 1.66% (as at 1 Jul 2015)
Minimum initial investment $20,000

Top 10 holdings (as at 31 Oct 2016)

Holding Type % of Portfolio
Australia and New Zealand Banking Group Ltd Equity 9.24%
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Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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* Dates for historical returns vary from fund to fund