AMP - Flexible Super - Retirement - RCM International Equities - 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 2.54 0.47 - - - - - -
Growth return 2.54 0.47 - - - - - -
Income return 0 0 - - - - - -
Market index (MSCI World Ex Australia NR AUD)
Total return 2.52 5.29 7.16 20.31 15.35 8.53 13.83 9.46
As as 31 Oct 2010. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

International Equities
98.90%
Cash
1.10%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - RCM International Equities
Closed
AMP Superannuation Limited
AMP1369AU
Equity World Large Growth
Not Rated
Allocated Pension
21 May 2010
$0.23 million (as at 31 Oct 2010)
$0.96862 (as at 11 Nov 2010)
$0.96862 (as at 11 Nov 2010)
Fund Objective
To provide superior returns over a full market cycle while accepting a high level of volatility, by investing in quality international equities (ex Australian) that possess superior management, differentiated products or services and are expected to grow at a rate greater than the market.
Fund Strategy
The portfolio will generally holds 60-100 listed stocks broadly diversified across countries and sectors, have a limit on individual holdings within the portfolio, have a limit on the holdings of the issued shares in any one company. The portfolio generally holds less than 5% cash and will not hedge its foreign currency exposure. The portfolio can hold IPO that are expected to be listed within 180 days. The manager has the discretion to use derivatives to achieve market exposure but will not use derivatives to gear the portfolio.
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.65% (as at 22 May 2010) (Estimated)
Minimum initial investment $20,000

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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