General Information

AMP FS Super-Specialist Divers Fixed Inc
AMP Superannuation Limited
AMP1973AU
Bonds - Global / Australia
starstarstar (as at 31 Oct 2017)
Superannuation Fund
1 Jul 2014
$3.83 million (as at 31 Oct 2017)
$1.09479 (as at 22 Nov 2017)
$1.09479 (as at 22 Nov 2017)

Fund performance (31 Oct 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 0.56 0.41 0.81 0.97 2.02 2.11 - -
Growth return 0.56 0.41 0.81 0.97 2.02 2.11 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus UBS Comp/BCGA TR Hdg AUD)

Total return 0.78 0.88 1.54 1.78 3.56 4.28 4.6 6.72
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Fund Performance Comparison

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Asset Allocation (31 Oct 2017)

Australian Equities 0%
International Equities 0%
Cash 0.85%
Property 0%
Fixed Interest 99.15%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before taxes, above the performance of 60% of the Bloomberg AusBond Composite Bond All Maturities Index and 40% of the Barclays Global Aggregate Bond Index (hedged to Australian dollars) benchmarks, on a rolling three-year basis.
The strategy provides exposure to a diversified portfolio of Australian and international fixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency. Exposures are to managers who demonstrate competitive advantages, within the various investment styles used when investing in the Australian and international fixed income markets.

Offer information

Indirect Cost Ratio (ICR) 1.49% (as at 30 Jun 2016)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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Data shown on this website is sourced by Morningstar
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