General Information

AMP FS R-Res Inv Leaders Aus Share
AMP Superannuation Limited
AMP1370AU
Equity Australia Large Blend
starstarstar (as at 31 Oct 2017)
Allocated Pension
21 May 2010
$3.04 million (as at 30 Sep 2017)
$1.77858 (as at 16 Nov 2017)
$1.77858 (as at 16 Nov 2017)

Fund performance (31 Oct 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 4.51 4.97 2.85 13.93 8.23 5.92 10.38 -
Growth return 4.51 4.97 2.85 13.93 8.23 5.92 10.38 -
Income return 0 0 0 0 0 0 0 -

Market index (S&P/ASX 200 TR AUD)

Total return 4.01 4.73 2.01 16.13 11.01 6.94 10.3 3.2
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Fund Performance Comparison

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Asset Allocation (31 Oct 2017)

Australian Equities 91.28%
International Equities 5.10%
Cash 1.09%
Property 2.53%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 200 Accumulation Index on a rolling 5 year basis.
The portfolio primarily invests in shares listed on the Australian Securities Exchange and is managed using a Responsible Investment approach.

Offer information

Indirect Cost Ratio (ICR) 1.86% (as at 30 Jun 2016)
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2017)

Holding Type % of Portfolio
AMP Capital Sustainable Share Mutual Fund - Separate Account 16.67%
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