General Information

AMP FS Super-Super Easy Alternative
AMP Superannuation Limited
AMP1842AU
Alternative Strategies
Not Rated
Superannuation Fund
12 Nov 2012
$7.44 million (as at 28 Feb 2017)
$1.19647 (as at 24 Mar 2017)
$1.19647 (as at 24 Mar 2017)

Fund performance

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 - - - - - - - -
Growth return 0.38 0.44 -2.5 -2.26 -2.92 1.96 - -
Income return - - - - - - - -

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.13 0.44 0.87 1.9 2.06 2.26 2.6 3.92

Asset Allocation

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
Asset Allocation

Objectives and Strategy

To provide returns over the long term similar to a customized Hedge strategy Replication Index (HFRI) benchmark, by taking long and short positions using derivative instruments such as futures linked to indices in multiple asset classes.
Investments are made across US and global equity futures markets (large and small cap), US and international government bond futures markets, currency futures markets and commodity futures markets. The strategy does not make investments in underlying hedge strategies. Currency exposures are not hedged back to Australian dollars, and are instead used as a value adds strategy. The strategy is allowed to gear using its short positions - no more than 30% of the Net Asset Value of the strategy.

Offer information

Indirect Cost Ratio (ICR) 1.54% (as at 1 Jul 2015)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2016)

Holding Type % of Portfolio
Us 10yr Note (Cbt)mar17 Bond - Treasury Future 61.88%
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* Dates for historical returns vary from fund to fund