AMP - Flexible Super - Super - Invesco Global Targeted Rtrns - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

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Benchmark ({{ }})
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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 -0.77 -0.44 1.15 -2.39 -1.55 -0.19 - -
Growth return -0.77 -0.44 1.15 -2.39 -1.55 -0.19 - -
Income return 0 0 0 0 0 0 - -
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.09 0.33 0.77 1.77 1.81 1.79 2 2.91
As as 31 Jul 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Super - Super - Invesco Global Targeted Rtrns
Australian Equities
International Equities
Fixed Interest
Average Allocation of Peers
Australian Equities
International Equities
Fixed Interest

General Information

Fund Details
Type Description
AMP - Flexible Super - Super - Invesco Global Targeted Rtrns
AMP Superannuation Limited
Alternative Strategies ? Diversified
Not Rated
Superannuation Fund
14 Dec 2015
$21.84 million (as at 30 Jun 2019)
$1.01998 (as at 15 Aug 2019)
$1.01998 (as at 15 Aug 2019)
Fund Objective
strategy is a fundamental, unconstrained, global macro style approach focused on blending a diversified, value-adding set of investment ideas into a single risk-managed portfolio. It aims to achieve a positive total return in all market conditions, targeting a gross return of cash 5% p.a. with less than half the volatility of global equities over rolling three-year periods.
Fund Strategy
The strategy invests in an underlying fund that is hedged to Australian dollars. This underlying fund may invest in equities, equity related securities, debt securities, real estate investment trusts (REITs), units of ETFs and other funds, cash and cash equivalents, money market instruments, and any other eligible instrument that could include indirect exposure to commodities. This exposure to the major asset classes can be taken via long and short positions in the underlying fund, both directly and indirectly.
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.53% (as at 30 Jun 2018)
Minimum initial investment $1,500.00
Minimum additional investments

Top 10 holdings (as at 30 Jun 2019)

Holding (as at 30 Jun 2019) Type % of Portfolio
Ibex 35 Indx Future Jul 19 19 Equity Index - Future 9.54%
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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 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 11.58%
InvestSMART High Growth 9.53%
Intelligent Investor Equity Growth 9.44%
Intelligent Investor Equity Income 8.84%
InvestSMART Growth 8.66%
InvestSMART Diversified Property and Infrastructure 8.58%
InvestSMART Balanced 6.97%
Intelligent Investor Australian Small Companies Fund 6.34%
InvestSMART Hybrid Income 5.56%
InvestSMART Conservative 5.43%
InvestSMART Interest Income 3.63%

* Returns p.a. since inception after investment & admin fees

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