General Information

AMP FS Super-AMP High Growth
AMP Superannuation Limited
Multisector Aggressive
starstarstar (as at 30 Jun 2017)
Superannuation Fund
21 May 2010
$40.98 million (as at 31 May 2017)
$1.67179 (as at 20 Jul 2017)
$1.67179 (as at 20 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 -0.5 1.29 3.43 9.41 3.75 7.13 10.61 -
Growth return -0.5 1.29 3.43 9.41 3.75 7.13 10.61 -
Income return 0 0 0 0 0 0 0 -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -1.35 0.94 3.3 11.6 7.09 9.63 13.88 4.74

Asset Allocation (30 Jun 2017)

Australian Equities 34%
International Equities 46.99%
Cash 5.66%
Property 4.51%
Fixed Interest 8.84%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide high returns over the medium to long-term through a diversified portfolio, investing mostly in shares with some property, fixed interest and alternative assets.
Investors seeking to achieve moderate to high returns predominantly from capital growth by investing across all asset types, but with a substantially higher exposure to growth assets. Investors are prepared to accept higher volatility and medium risks to achieve these returns.

Offer information

Indirect Cost Ratio (ICR) 1.62% (as at 30 Jun 2016)
Performance fee 0.05
Minimum initial investment $1,500.00

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