General Information

AMP MFIP-International Share Index
AMP Life Limited
AMP0984AU
Equity World Large Blend
starstarstar (as at 30 Sep 2009)
n/a
Not Rated
Retirement
16 Mar 2005
$0.32 million (as at 31 Dec 2016)
$1.68674 (as at 15 Feb 2017)
$1.68674 (as at 15 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 -3.11 5.65 3.46 6.1 4.71 8.8 15.24 2.58
Growth return -3.11 5.65 3.46 6.1 4.71 8.8 15.24 2.58
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG PaA Equity World Large Bld Idx)

Total return -1.66 5.19 4.12 6.96 4.75 9.15 15.61 3.22

Market index (MSCI World Ex Australia NR AUD)

Total return -2.36 6.6 5.08 8.88 6.85 11.1 17.74 4.16

Asset Allocation (31 Jan 2017)

Australian Equities 0%
International Equities 97.40%
Cash 2.60%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide returns over the long term in line with an appropriate index by investing in international equities. Exposure to this asset class will be attained through the use of index-focussed investment managers.
The strategy aims to provide returns that track the MSCI World ex Australia Index with net dividends reinvested. This option is unhedged to Australian dollars.

Offer information

Indirect Cost Ratio (ICR) 0.40% (as at 31 Dec 2012)
Minimum initial investment

Top 10 holdings (as at 31 Dec 2016)

Holding Type % of Portfolio
Henderson Global Equity Multi St Aud Mutual Fund - Hedge Fund 1.79%
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* Dates for historical returns vary from fund to fund