General Information

AMP FS R-Fidelity Global Equities
AMP Superannuation Limited
AMP1342AU
Equity World Large Growth
starstarstarstar (as at 31 Oct 2014)
Allocated Pension
21 May 2010
$74.06 million (as at 28 Feb 2017)
$2.03558 (as at 24 Mar 2017)
$2.03558 (as at 24 Mar 2017)

Fund performance (28 Feb 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 1.99 4.39 4.24 12.12 4.07 9.36 15.7 -
Growth return 1.99 4.39 4.24 12.12 4.07 9.36 15.7 -
Income return 0 0 0 0 0 0 0 -

Market index (MSCI World Ex Australia NR AUD)

Total return 1.45 3.49 5.25 12.37 4.89 10.79 17.33 4.55

Asset Allocation (28 Feb 2017)

Australian Equities 0%
International Equities 93.23%
Cash 2.48%
Property 4.29%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To achieve returns in excess of the MSCI ACWI (All Country World Index) Index over the suggested minimum investment time period of 5 to 7 years.
The portfolio takes a 'go-anywhere' approach - it is managed with broad geographic and sector parameters to allow the portfolio manager to build a portfolio of the best opportunities uncovered by the investment manager's strength in global research in a core international investment.

Offer information

Indirect Cost Ratio (ICR) 1.66% (as at 1 Jul 2015)
Performance fee 0.12
Minimum initial investment $20,000

Top 10 holdings (as at 28 Feb 2017)

Holding Type % of Portfolio
Apple Inc Equity 2.58%
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* Dates for historical returns vary from fund to fund