InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - SignatureSuper - ABN AMRO Global Equity - Managed fund profile

AMP - SignatureSuper - ABN AMRO Global Equity - Managed Fund (Closed)

Fund Objective
The investment objective of the Trust is to achieve long-term capital growth exceeding the return of the market by investing in global equities. The Delegated Investment Manager aims to generate excess returns relative to the Benchmark over a 3 year period, before taking fees and expenses into account.
Fund Strategy
The investment style of the Trust is a concentrated stock-picking approach of 30 securities, designed to ensure a sufficient high level of risk diversification both from a country and sector perspective. There may be occasions where the portfolio holds more than 30 stocks if CWW is transitioning out of one stock position and into another.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.48% 4.84% 7.38% 8.28% -% -% -% -%
Growth return 1.48% 4.84% 7.38% 8.28% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
As at 31 Aug 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - ABN AMRO Global Equity
International Equities
99.54%
Cash
0.46%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
92.05%
Cash
3.01%
Australian Equities
3.12%
Property
1.80%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
AMP - SignatureSuper - ABN AMRO Global Equity
Closed
AMP Superannuation Limited
AMP0737AU
Equity World Large Growth
Not Rated
Superannuation Fund
3 Nov 2003
$1.3 million (as at 31 Aug 2007)
$1.1181 (as at 15 Sep 2005)
$1.1181 (as at 15 Sep 2005)
Finalised
Offer information
Type Description
Minimum initial investment

Top 10 holdings (as at 31 Jan 2024)

Holding (as at 31 Jan 2024) Type % of Portfolio
Novo Nordisk A/S Class B Equity 7.51%
Login now to view the complete list of holdings.

FAQs about the AMP - SignatureSuper - ABN AMRO Global Equity

The objective of the AMP - SignatureSuper - ABN AMRO Global Equity managed fund is The investment objective of the Trust is to achieve long-term capital growth exceeding the return of the market by investing in global equities. The Delegated Investment Manager aims to generate excess returns relative to the Benchmark over a 3 year period, before taking fees and expenses into account.

The strategy of the AMP - SignatureSuper - ABN AMRO Global Equity managed fund is The investment style of the Trust is a concentrated stock-picking approach of 30 securities, designed to ensure a sufficient high level of risk diversification both from a country and sector perspective. There may be occasions where the portfolio holds more than 30 stocks if CWW is transitioning out of one stock position and into another.

The APIR code of the AMP - SignatureSuper - ABN AMRO Global Equity managed fund is AMP0737AU.

AMP - SignatureSuper - ABN AMRO Global Equity’s total return last month was 1.48%. This was made up of a growth return of 1.48% and an income return of 0%. These returns were calculated as at 31 Aug 2005.

AMP - SignatureSuper - ABN AMRO Global Equity’s total return for the last three months was 4.84%. This was made up of a growth return of 4.84% and an income return of 0%%. These returns were calculated as at 31 Aug 2005.

AMP - SignatureSuper - ABN AMRO Global Equity’s one-year total return is 8.28%. This was made up of a growth return of 8.28% and an income return of 0%. These returns were calculated as at 31 Aug 2005.

AMP - SignatureSuper - ABN AMRO Global Equity’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2005.

The asset allocation of the AMP - SignatureSuper - ABN AMRO Global Equity managed fund is :

International Equities
99.54%
Cash
0.46%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - SignatureSuper - ABN AMRO Global Equity managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper - ABN AMRO Global Equity managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Aug 2007, the size of the AMP - SignatureSuper - ABN AMRO Global Equity managed fund was $1.3 million.

The AMP - SignatureSuper - ABN AMRO Global Equity managed fund has an inception date of 3 Nov 2003.

The current entry price of the AMP - SignatureSuper - ABN AMRO Global Equity managed fund is $1.1181 per unit and the current exit price is $1.1181 per unit (as at 15 Sep 2005).

The current exit price of the AMP - SignatureSuper - ABN AMRO Global Equity managed fund is $1.1181 per unit and the current entry price is $1.1181 per unit (as at 15 Sep 2005).

The minimum initial investment amount for the AMP - SignatureSuper - ABN AMRO Global Equity managed fund is $0.

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 can 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.