AMP - Flexible Super - Retirement - K2 Australian Absolute Returns - Managed Fund

Fund Performance Comparison

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Fees Comparison

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.17 1.85 1.36 13.6 8.82 5.41 7.2 -
Growth return 0.17 1.85 1.36 13.6 8.82 5.41 7.2 -
Income return 0 0 0 0 0 0 0 -
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.17 0.5 0.97 1.85 1.8 1.93 2.17 3.17
As as 31 Jul 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Australian Equities
78.11%
Cash
17.79%
International Equities
4.10%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - K2 Australian Absolute Returns
AMP Superannuation Limited
AMP1622AU
Alternative Strategies
Not Rated
Allocated Pension
12 Nov 2010
$21.41 million (as at 30 Jun 2018)
$1.63773 (as at 14 Aug 2018)
$1.63773 (as at 14 Aug 2018)
Fund Objective
The Fund aims to deliver capital growth over the long term by seeking out opportunities in undervalued companies in all market cycles.
Fund Strategy
The K2 Australian Fund invests in listed equities in Australia and New Zealand, typically holding between 50 and 70 different stocks in a range of sectors.
Offer information
Type Description
Indirect Cost Ratio (ICR) 5.35% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2018)

Holding (as at 30 Jun 2018) Type % of Portfolio
BHP Billiton Ltd Equity 9.63%
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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.16%
InvestSMART International Equities 11.86%
Intelligent Investor Equity Growth 11.34%
InvestSMART Australian Small Companies Fund 9.42%
InvestSMART High Growth 8.98%
InvestSMART Core Growth 8.00%
InvestSMART Balanced 6.18%
InvestSMART Diversified Property and Infrastructure 5.19%
InvestSMART Diversified Income 4.58%
InvestSMART Hybrid Income 4.43%
InvestSMART Interest Income 2.12%

* Returns p.a. since inception after investment & admin fees

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