AMP Investment Sol - AMP International Shares Index - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.13 0.84 5.55 -3.11 -13.12 -16.13 -2.37 -
Growth return 0.13 0.84 4.6 -4.98 -14.4 -17.36 -3.77 -
Income return 0 0 0.95 1.87 1.28 1.23 1.4 -
Market index (MSCI World Ex Australia NR AUD)
Total return 2.01 4.65 - 9.13 14.83 15.01 13.01 12.11
As as 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - AMP International Shares Index
Australian Equities
0.49%
International Equities
95.68%
Cash
0.64%
Property
3.09%
Alternatives
0.10%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
0.43%
International Equities
94.29%
Cash
4.55%
Property
0.44%
Alternatives
0.17%
Fixed Interest
0.12%

General Information

Fund Details
Type Description
AMP Investment Sol - AMP International Shares Index
Closed
Australian Securities Administration Ltd
Equity World Large Blend
Not Rated
Investment Fund
1 Mar 1998
n/a
$0.8399 (as at 13 Oct 2010)
$0.83655 (as at 13 Oct 2010)
Fund Objective
To provide high returns over the long-term while accepting high levels of volatility in returns. To provide a total return, after costs and before tax, higher than the return from the benchmark on a rolling 12 month basis.
Fund Strategy
The Fund's enhanced index approach is a form of index-based share investment, which includes the use of a range of return enhancement techniques. These techniques can be grouped into 4 main strategies - relative value, event driven, liquidity driven and fundamental. By using these strategies, there is the opportunity to enhance or beat the MSCI. To achieve these 'enhanced' returns, enhanced index portfolios take on slightly higher levels of risk, relative to benchmark, than an indexed fund.
Offer information
Type Description

Top 10 holdings (as at 30 Jun 2019)

Holding (as at 30 Jun 2019) Type % of Portfolio
Microsoft Corp Equity 2.34%
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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%