General Information

AMP FS Super-AMP Capital Aus Eq Concentr
AMP Superannuation Limited
AMP1792AU
Equity Australia Large Blend
starstar (as at 30 Apr 2017)
Superannuation Fund
19 May 2012
$1.38 million (as at 30 Apr 2017)
$1.54722 (as at 24 May 2017)
$1.54722 (as at 24 May 2017)

Fund performance (30 Apr 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 0.77 4.52 9.55 9.79 1.35 4.39 - -
Growth return 0.77 4.52 9.55 9.79 1.35 4.39 - -
Income return 0 0 0 0 0 0 - -

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

Total return 1.03 6.74 13.84 17.77 5.81 7.27 11.01 4.13
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (30 Apr 2017)

Australian Equities 90.35%
International Equities 0%
Cash 3.19%
Property 6.47%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide total returns (income and capital growth), after costs and before-tax, above the S&P/ASX 200 Accumulation Index on a rolling 3 year basis.
The portfolio primarily invests in securities listed on the Australian Securities Exchange (ASX), including ordinary and partly paid shares, convertible notes, preference shares and derivatives. The investment manager takes an investment approach that combines active management with a research-driven process to build a concentrated portfolio of typically 25-35 securities.

Offer information

Indirect Cost Ratio (ICR) 1.79% (as at 30 Jun 2016)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2017)

Holding Type % of Portfolio
Westpac Banking Corp Equity 10.02%
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