General Information

AMP FS Super-Res Inv Leaders Growth
AMP Superannuation Limited
AMP1502AU
Multisector Aggressive
starstar (as at 31 Aug 2016)
n/a
Not Rated
Superannuation
21 May 2010
$8.66 million (as at 31 Dec 2016)
$1.61443 (as at 23 Feb 2017)
$1.61443 (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 -0.61 4.14 1.76 7.28 2.34 5.99 9.77 -
Growth return -0.61 4.14 1.76 7.28 2.34 5.99 9.77 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG Sup Multisector Aggressive Idx)

Total return -0.56 4.39 2.9 10.45 4.2 7.03 10.22 3.53

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -1.52 5.41 2.62 11.33 5.98 9.41 13.28 4.63

Asset Allocation (31 Jan 2017)

Australian Equities 38.66%
International Equities 39.16%
Cash 7.55%
Property 5.89%
Fixed Interest 0%
Alternatives 8.75%
Asset Allocation

Objectives and Strategy

To provide a total return (primarily capital growth with some income) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 5-year basis. The portfolio invests in all asset classes, with a core of shares and some exposure to property and fixed interest.
The portfolio invests in all asset classes, with a core of shares and some exposure to property and fixed interest. With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world. (Responsible investing/multi-manager investment approach)

Offer information

Indirect Cost Ratio (ICR) 1.74% (as at 1 Jul 2015)
Minimum initial investment $1,500.00

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* Dates for historical returns vary from fund to fund