AMP - Flexible Super - Retirement - Specialist Property & Infrastructure - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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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 1.28 2.91 5.67 15.96 10.57 7.95 9.19 -
Growth return 1.28 2.91 5.67 15.96 10.57 7.95 9.19 -
Income return 0 0 0 0 0 0 0 -
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66 -3.15 4.21 14.82 13.19 16.95 16.58 7.77
As as 30 Sep 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Retirement - Specialist Property & Infrastructure
International Equities
0.39%
Cash
1.68%
Property
97.86%
Alternatives
0.08%
Australian Equities
0%
Average Allocation of Peers
International Equities
2.67%
Cash
1.83%
Property
95.34%
Alternatives
0.02%
Australian Equities
0.14%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - Specialist Property & Infrastructure
AMP Superannuation Limited
AMP1359AU
Equity Global Real Estate
starstarstarstar (as at 30 Sep 2019)
Allocated Pension
21 May 2010
$75.69 million (as at 31 Aug 2019)
$2.33212 (as at 16 Oct 2019)
$2.33212 (as at 16 Oct 2019)
Fund Objective
To provide total returns (income and capital growth) after costs and before tax, above the return of 20% of the S&P/ASX200 A-REIT Accumulation, 35% FTSE EPRA NAREIT Developed Net Total Return (hedged to the Australian dollar), 30% Dow Jones Brookfield Global Infrastructure Net Accumulation (hedged to the Australian dollar) and 15% Mercer/IPD Australian Pooled Property strategy indices on a rolling three-year basis.
Fund Strategy
The portfolio will invest in direct property, listed property securities and listed infrastructure securities, both in Australia and around the world, and may also invest in direct infrastructure from time to time.
Offer information
Type Description
Indirect Cost Ratio (ICR) 2% (as at 30 Jun 2018)
Minimum initial investment $20,000
Minimum redemption amount

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 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%