General Information

AMP MF SB-AMP Australian Share
AMP Life Limited
AMP0118AU
Equity Australia Large Growth
starstar (as at 28 Feb 2014)
Neutral
Not Rated
Superannuation
11 Apr 1995
$14.93 million (as at 31 Dec 2016)
$6.05728 (as at 20 Feb 2017)
$6.05728 (as at 20 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 -0.89 5.42 1.57 9.68 2.12 5.11 8.55 3.42
Growth return -0.89 5.42 1.57 9.68 2.12 5.11 8.55 3.42
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Equity Aus Large Gr Idx)

Total return -0.84 5.25 1.49 12.43 3.58 5.81 9.47 4.21

Market index (S&P/ASX 200 TR AUD)

Total return -0.79 6.65 3.23 17.34 4.95 7.4 10.57 4.26

Asset Allocation (31 Jan 2017)

Australian Equities 89.89%
International Equities 0%
Cash 10.11%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 200 Accumulation Index on a rolling 12 month basis.
The portfolio uses a number of diverse styles including Enhanced Index, Core, Quant, Value and Sustainable Alpha styles to invest. The Enhanced Index approach takes on slightly higher levels of risk, relative to benchmark, than an indexed investment.

Offer information

Indirect Cost Ratio (ICR) 2.18% (as at 31 Dec 2012)

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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