AMP - Flexible Super - Super - Antipodes Global - 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 1.92 3.8 6.49 7.41 3.8 8.23 6.91 -
Growth return 1.92 3.8 6.49 7.41 3.8 8.23 6.91 -
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 30 Nov 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Super - Antipodes Global
International Equities
93.03%
Cash
6.97%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
94.51%
Cash
4.35%
Australian Equities
0.42%
Property
0.43%
Fixed Interest
0.11%
Alternatives
0.17%

General Information

Fund Details
Type Description
AMP - Flexible Super - Super - Antipodes Global
AMP Superannuation Limited
AMP1574AU
Equity World Large Blend
star (as at 30 Nov 2019)
Superannuation Fund
21 May 2010
$87.61 million (as at 31 Oct 2019)
$1.93272 (as at 9 Dec 2019)
$1.93272 (as at 9 Dec 2019)
Fund Objective
The aim of the Fund is to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
Fund Strategy
Antipodes applies a flexible, benchmark agnostic style to investing in global shares that allows for long/short exposure and actively managed cash levels. It offers active contrarian approach which seeks to exploit two broad types of market opportunities, high quality companies trading at cyclical lows where the market has become too pessimistic about the business cycle, and companies benefiting from structural change or sustained growth which is underestimated. The team looks for a 'margin of safety' in a discount to valuation.
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.31% (as at 30 Jun 2019) (Estimated)
Minimum initial investment $1,500.00

Top 10 holdings (as at 31 Oct 2019)

Holding (as at 31 Oct 2019) Type % of Portfolio
Samsung Electronics Co Ltd Equity 4.34%
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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%