General Information

AMP FS Super-Antipodes Global
AMP Superannuation Limited
AMP1574AU
Equity World Large Blend
starstar (as at 31 May 2017)
Superannuation Fund
21 May 2010
$76.92 million (as at 30 Apr 2017)
$1.6909 (as at 22 Jun 2017)
$1.6909 (as at 22 Jun 2017)

Fund performance (31 May 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 2.63 9.11 11.92 13.11 3.13 9.44 14.19 -
Growth return 2.63 9.11 11.92 13.11 3.13 9.44 14.19 -
Income return 0 0 0 0 0 0 0 -

Market index (MSCI World Ex Australia NR AUD)

Total return 2.75 8.36 12.14 13.33 7.31 14.15 18.72 4.99
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (31 May 2017)

Australian Equities 0.03%
International Equities 90.67%
Cash 9.30%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The aim of the Fund is to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
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

Indirect Cost Ratio (ICR) 2.89% (as at 30 Jun 2016)
Minimum initial investment $1,500.00

Top 10 holdings (as at 30 Apr 2017)

Holding Type % of Portfolio
Samsung Electronics Co Ltd Equity 3.60%
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