General Information

AMP FS Super-FD International Bond
AMP Superannuation Limited
AMP1485AU
Bonds - Global
starstarstar (as at 31 May 2013)
Superannuation Fund
21 May 2010
$29.77 million (as at 28 Feb 2017)
$1.31612 (as at 24 Mar 2017)
$1.31612 (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 0.81 0.59 -1.97 1.81 1.16 3.14 3.67 -
Growth return 0.81 0.59 -1.97 1.81 1.16 3.14 3.67 -
Income return 0 0 0 0 0 0 0 -

Market index (BBgBarc Global Aggregate TR Hdg AUD)

Total return 0.91 1.01 -1.46 3.08 3.72 5.69 5.84 7.34

Asset Allocation (28 Feb 2017)

Australian Equities 0%
International Equities 0%
Cash 0.69%
Property 0%
Fixed Interest 99.31%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before tax, higher than the return from the Barclays Capital Global Aggregate Index (hedged back to Australian dollars) on a rolling three-year basis.
The portfolio invests in a diversified portfolio of short and long-term global fixed income securities that may include government, government-related, corporate, asset backed and hybrid securities in both developed and emerging markets.

Offer information

Indirect Cost Ratio (ICR) 1.44% (as at 1 Jul 2015)
Minimum initial investment $1,500.00

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund