General Information

AMP FS Super-Walter Scott Global Equity
AMP Superannuation Limited
AMP1616AU
Equity World Large Growth
starstarstar (as at 30 Nov 2013)
Superannuation Fund
12 Nov 2010
$10.95 million (as at 28 Feb 2017)
$1.91914 (as at 24 Mar 2017)
$1.91914 (as at 24 Mar 2017)

Fund performance (28 Feb 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 2.21 1.18 6.25 4.37 9.04 13.16 -
Growth return 0.98 2.21 1.18 6.25 4.37 9.04 13.16 -
Income return 0 0 0 0 0 0 0 -

Market index (MSCI World Ex Australia NR AUD)

Total return 1.45 3.49 5.25 12.37 4.89 10.79 17.33 4.55

Asset Allocation (28 Feb 2017)

Australian Equities 0%
International Equities 97.74%
Cash 2.26%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark).
The Fund provides exposure to a concentrated portfolio of global equities by investing in securities which, in Walter Scott's opinion, offer strong and sustained earnings growth. The Fund is actively managed using a benchmark unaware, fundamental, bottom-up and research driven approach to build a portfolio of strong growth companies capable of generating wealth over long periods of time.

Offer information

Indirect Cost Ratio (ICR) 2.09% (as at 30 Jun 2016)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2017)

Holding Type % of Portfolio
Adobe Systems Inc Equity 2.84%
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