General Information

AMP FS Super-AMP Super Easy Property
AMP Superannuation Limited
AMP1610AU
Equity Australia Real Estate
starstar (as at 31 Aug 2014)
Superannuation Fund
12 Nov 2010
$24.43 million (as at 28 Feb 2017)
$1.87501 (as at 24 Mar 2017)
$1.87501 (as at 24 Mar 2017)

Fund performance (28 Feb 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 3.65 4.95 -5.49 6.24 5.6 12.98 13.48 -
Growth return 3.65 4.95 -5.49 6.24 5.6 12.98 13.48 -
Income return 0 0 0 0 0 0 0 -

Market index (S&P/ASX 200 A-REIT TR)

Total return 4.15 5.85 -5.9 7.88 7.14 15.82 16.58 0.18

Asset Allocation (28 Feb 2017)

Australian Equities 0%
International Equities 0%
Cash 0%
Property 100%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The Fund provides exposure to the performance of the S&P/ASX 200 Property Trust Accumulation Index (Index), and is designed to generate a return equal to the Index returns (True Indexing).
True Indexing results in pre-tax returns for investors that equal the returns provided by the Index.

Offer information

Indirect Cost Ratio (ICR) 1.04% (as at 1 Jul 2015)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2017)

Holding Type % of Portfolio
Scentre Group Equity 20.10%
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* Dates for historical returns vary from fund to fund