General Information

AMP FS Super-Ironbark Karara Aus share
AMP Superannuation Limited
AMP1472AU
Equity Australia Large Growth
starstar (as at 30 Apr 2015)
Silver
Not Rated
Superannuation
21 May 2010
$48.82 million (as at 31 Dec 2016)
$1.53171 (as at 23 Feb 2017)
$1.53171 (as at 23 Feb 2017)

Fund performance (31 Jan 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 -0.98 6.24 3.18 16.93 2.22 4.23 8.9 -
Growth return -0.98 6.24 3.18 16.93 2.22 4.23 8.9 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG Sup Equity Aus Large Gr Idx)

Total return -0.84 5.25 1.49 12.43 3.58 5.81 9.47 4.21

Market index (S&P/ASX 200 TR AUD)

Total return -0.79 6.65 3.23 17.34 4.95 7.4 10.57 4.26

Asset Allocation (31 Jan 2017)

Australian Equities 96.21%
International Equities 0%
Cash 0.41%
Property 3.38%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Offer information

Indirect Cost Ratio (ICR) 1.63% (as at 1 Jul 2015)
Minimum initial investment $1,500.00

Top 10 holdings (as at 31 Jan 2017)

Holding Type % of Portfolio
Commonwealth Bank of Australia Equity 10.87%
Login now to view the complete list of holdings.

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