General Information

AMP FS R-Specialist Geared Aus Share
AMP Superannuation Limited
AMP1352AU
Equity Australia Large Geared
starstarstarstar (as at 30 Jun 2017)
Allocated Pension
21 May 2010
$27.78 million (as at 31 May 2017)
$1.89807 (as at 24 Jul 2017)
$1.89807 (as at 24 Jul 2017)

Fund performance (30 Jun 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 0.1 -3.49 3.66 22.54 9.53 9.63 18.4 -
Growth return 0.1 -3.49 3.66 22.54 9.53 9.63 18.4 -
Income return 0 0 0 0 0 0 0 -

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

Total return 0.17 -1.58 3.16 14.09 7.11 6.63 11.81 3.61
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (30 Jun 2017)

Australian Equities 84.42%
International Equities 0.82%
Cash 8.52%
Property 6.25%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide high returns over the long term through geared exposure to securities listed on the Australian Securities Exchange. The aim is to manage gearing to a level that is supported by expected income. Therefore an investor can gain greater exposure to the Australian share market than an investor with a non-geared exposure.
The objective of the investment portfolio before gearing is applied is 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 three-year basis. The strategy invests in a diversified portfolio of equities listed on the Australian Securities Exchange (ASX).

Offer information

Indirect Cost Ratio (ICR) 1.71% (as at 30 Jun 2016)
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2014)

Holding Type % of Portfolio
Commonwealth Bank of Australia Equity 9.90%
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