General Information

AMP FS R-FD Extended Markets Intl Shr
AMP Superannuation Limited
Equity World Mid/Small
starstar (as at 31 Jul 2017)
Allocated Pension
21 May 2010
$0.76 million (as at 30 Jun 2017)
$1.81247 (as at 15 Aug 2017)
$1.81247 (as at 15 Aug 2017)

Fund performance (31 Jul 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 0.13 0.09 7.1 10.28 0.99 8.58 14.41 -
Growth return 0.13 0.09 7.1 10.28 0.99 8.58 14.41 -
Income return 0 0 0 0 0 0 0 -

Market index (MSCI World Small Cap NR AUD)

Total return -1.74 -2.1 4.3 11.56 4.85 13.63 19.94 6.88

Asset Allocation (31 Jul 2017)

Australian Equities 0%
International Equities 99.43%
Cash 0.57%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth), after costs and before-tax, higher than the return from the weighted return of the S&P Developed Small Cap Index and the MSCI Emerging Markets Index on a rolling 3 year basis.
The portfolio invests in international shares, focusing on small companies and emerging markets. In certain market conditions, the portfolio may hold a higher level of cash.

Offer information

Indirect Cost Ratio (ICR) 2.16% (as at 30 Jun 2016)
Minimum initial investment $20,000
Minimum redemption amount

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