General Information

AMP FS R-FD High Growth
AMP Superannuation Limited
AMP1355AU
Multisector Aggressive
starstarstarstar (as at 31 May 2013)
n/a
Not Rated
Retirement
21 May 2010
$8.56 million (as at 31 Dec 2016)
$1.83019 (as at 20 Feb 2017)
$1.83019 (as at 20 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 -0.55 5.22 4.92 11.38 5.6 8.73 12.15 -
Growth return -0.55 5.22 4.92 11.38 5.6 8.73 12.15 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG PaA Multisector Aggressive Idx)

Total return -0.73 4.74 3.01 11.06 4.55 7.76 11.17 3.69

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -1.52 5.41 2.62 11.33 5.98 9.41 13.28 4.63

Asset Allocation (31 Jan 2017)

Australian Equities 36.64%
International Equities 40.37%
Cash 4.08%
Property 2.76%
Fixed Interest 3.63%
Alternatives 12.52%
Asset Allocation

Objectives and Strategy

The portfolio aims to achieve a rate of return above inflation after costs over a seven-year period.
To provide high returns over the long term through a diversified portfolio investing mostly in Australian and international shares with some exposure to alternative assets and property.

Offer information

Indirect Cost Ratio (ICR) 1.56% (as at 1 Jul 2015)
Performance fee 0.16
Minimum initial investment $20,000
Minimum redemption amount

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* Dates for historical returns vary from fund to fund