AMP - Flexible Super - Retirement - Templeton Global Equity - 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 6.88 -2.97 1.7 17.4 13.15 23.21 13.96 -
Growth return 6.88 -2.97 1.7 17.4 13.15 23.21 13.96 -
Income return 0 0 0 0 0 0 0 -
Market index (MSCI World Ex Australia NR AUD)
Total return 4.74 7.28 15.85 23.58 13.49 15.78 12.97 12.84
As as 31 Oct 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Retirement - Templeton Global Equity
International Equities
98.74%
Cash
1.26%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
94.21%
Cash
4.63%
Australian Equities
0.44%
Property
0.43%
Fixed Interest
0.11%
Alternatives
0.18%

General Information

Fund Details
Type Description
AMP - Flexible Super - Retirement - Templeton Global Equity
Closed
AMP Superannuation Limited
AMP1385AU
Equity World Large Value
starstarstarstar (as at 31 Oct 2015)
Allocated Pension
21 May 2010
$17.55 million (as at 31 Oct 2015)
$1.82707 (as at 13 Nov 2015)
$1.82707 (as at 13 Nov 2015)
Fund Objective
The investment objective of the Fund is to outperform the MSCI All Country World Free ex Australia Index, in Australian dollar terms, over the medium to long term after fees and expenses (but before taxes) through investment in a globally diversified portfolio of investment securities, excluding Australian equity securities.
Fund Strategy
The Fund primarily invests in common equity stocks listed on recognised stock markets in both developed and emerging markets around the world (other than in Australia). There are no pre-determined weightings or range of exposures for individual companies, industries, countries or regions. Accordingly, the portfolio's industry, country or regional weightings may differ significantly from Benchmark weightings. However, the investment manager will endeavour to structure the portfolio in a manner that provides for prudent diversification.
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.80% (as at 31 Dec 2012)
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2019)

Holding (as at 30 Sep 2019) Type % of Portfolio
Deutsche Telekom AG Equity 3.63%
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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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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%