General Information

AMP MFIP-Ironbark Karara Australian Shar
AMP Life Limited
AMP0983AU
Equity Australia Large Growth
starstar (as at 30 Nov 2013)
Retirement
16 Mar 2005
$1.59 million (as at 28 Feb 2017)
$3.74598 (as at 23 Mar 2017)
$3.74598 (as at 23 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 2.07 5 6.84 22.65 0.33 3.37 9.33 4.22
Growth return 2.07 5 6.84 22.65 0.33 3.37 9.33 4.22
Income return 0 0 0 0 0 0 0 0

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

Total return 1.19 3.91 4.06 15.94 1.04 4.97 10.29 4.76

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

Total return 2.25 5.88 7.22 22.13 2.65 6.47 10.64 4.32

Asset Allocation (28 Feb 2017)

Australian Equities 96%
International Equities 0%
Cash 0.72%
Property 3.28%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide investors with capital appreciation over the medium term (five years) by investing in Australian listed securities.
The fund seeks to be fully invested in 30 to 40 securities listed on the ASX or securities of ASX listed companies that are dual listed on other OECD member countries' stock exchanges. The fund may also invest in non-exchange traded securities where there is a reasonable expectation of listing on the ASX within 6 months. The fund is typically invested in the securities of 35 companies. Arnhem may (but rarely does), when considered worthwhile, use options, futures and other derivatives to reduce risk or gain exposure to physical investments.

Offer information

Indirect Cost Ratio (ICR) 0.88% (as at 31 Dec 2012)
Performance fee 0.05
Minimum initial investment

Top 10 holdings (as at 28 Feb 2017)

Holding Type % of Portfolio
Commonwealth Bank of Australia Equity 10.53%
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* Dates for historical returns vary from fund to fund