Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -2.45% | 3.08% | 18.91% | 81.75% | 13.52% | 14.3% | 16.08% | 16.56% |
Growth return | -2.45% | 3.08% | 18.91% | 81.75% | 13.52% | 14.3% | 16.08% | 16.56% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 TR AUD)
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Total return | 3.1% | 7.03% | 11.65% | 14.74% | 14.82% | 13.04% | 12.32% | 9.87% |
Type | Description |
AMP - Flexible Super - Retirement - Specialist Geared Australian Share | |
Closed | |
AMP1352AU | |
Equity Australia Large Geared | |
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|
Allocated Pension | |
21 May 2010 | |
$27.09 million (as at 30 Sep 2021) | |
$3.61558 (as at 30 Sep 2021) | |
$3.61558 (as at 30 Sep 2021) | |
Finalised |
Type | Description |
MER | 3.65% (as at 7 May 2021) |
Indirect Cost Ratio (ICR) - Estimated | 3.65% (as at 30 Jun 2020) (Estimated) |
Performance fee (included in ICR) | 0 |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
AMP Cap PST-Enhanced Index Share Port | Mutual Fund - Open End | 33.99% |
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The objective of the AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund is 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 strategy of the AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund is 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).
The APIR code of the AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund is AMP1352AU.
AMP - Flexible Super - Retirement - Specialist Geared Australian Share’s total return last month was -2.45%. This was made up of a growth return of -2.45% and an income return of 0%. These returns were calculated as at 30 Sep 2021.
AMP - Flexible Super - Retirement - Specialist Geared Australian Share’s total return for the last three months was 3.08%. This was made up of a growth return of 3.08% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.
AMP - Flexible Super - Retirement - Specialist Geared Australian Share’s one-year total return is 81.75%. This was made up of a growth return of 81.75% and an income return of 0%. These returns were calculated as at 30 Sep 2021.
AMP - Flexible Super - Retirement - Specialist Geared Australian Share’s one-year total return is 14.3%. This was made up of a growth return of 14.3% and an income return of 0%. These returns were calculated as at 30 Sep 2021.
The asset allocation of the AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund is :
The AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund belongs to the Equity Australia Large Geared sector/asset class.
As at 30 Sep 2021, the size of the AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund was $27.09 million.
The AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund has an inception date of 21 May 2010.
The current entry price of the AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund is $3.61558 per unit and the current exit price is $3.61558 per unit (as at 30 Sep 2021).
The current exit price of the AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund is $3.61558 per unit and the current entry price is $3.61558 per unit (as at 30 Sep 2021).
The minimum initial investment amount for the AMP - Flexible Super - Retirement - Specialist Geared Australian Share managed fund is $0. Minimum additional investment is $0.
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 can 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.