General Information

AMP FS R-FD Extended Markets Intl Shr
AMP Superannuation Limited
AMP1351AU
Equity World Mid/Small
starstar (as at 31 Jan 2017)
n/a
Not Rated
Retirement
21 May 2010
$0.75 million (as at 31 Dec 2016)
$1.69799 (as at 15 Feb 2017)
$1.69799 (as at 15 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 -1.58 4.25 2.97 7.06 2.17 7.21 12.71 -
Growth return -1.58 4.25 2.97 7.06 2.17 7.21 12.71 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG PaA Equity World Mid/Small Idx)

Total return -2.28 7.29 3.78 6.96 4.6 8.38 16.78 3.78

Market index (MSCI World Small Cap NR AUD)

Total return -2.42 9.38 6.96 16.49 9.58 11.11 18.86 5.87

Asset Allocation (31 Jan 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 1 Jul 2015)
Minimum initial investment $20,000
Minimum redemption amount

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

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