General Information

AMP MFIP-AMP Australian Share
AMP Life Limited
AMP0476AU
Equity Australia Large Growth
starstar (as at 31 Aug 2017)
Allocated Pension
5 Apr 1994
$29.33 million (as at 31 Jul 2017)
$7.59242 (as at 21 Sep 2017)
$7.59242 (as at 21 Sep 2017)

Fund performance (31 Aug 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 0.48 0.47 1.58 6.9 5.88 2.98 9.2 3.46
Growth return 0.48 0.47 1.58 6.9 5.88 2.98 9.2 3.46
Income return 0 0 0 0 0 0 0 0

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

Total return 0.71 0.87 2.4 9.79 9.55 5.13 10.56 3.65
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Fund Performance Comparison

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Asset Allocation (31 Aug 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

Standard entry fee 4%
Indirect Cost Ratio (ICR) 1.85% (as at 30 Jun 2016)
Minimum initial investment

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