General Information

AMP SigSup-AnglicanNat MySuper RIL Gr
AMP Superannuation Limited
AMP1914AU
Multisector Aggressive
starstar (as at 28 Feb 2017)
Superannuation Fund
1 Jan 2014
$49.44 million (as at 28 Feb 2017)
$1.25557 (as at 24 Mar 2017)
$1.25557 (as at 24 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 1.15 3.5 3.66 10.93 1.71 6.03 - -
Growth return 1.15 3.5 3.66 10.93 1.71 6.03 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 1.76 4.2 4.59 14.64 4.24 8.89 13.15 4.82

Asset Allocation (28 Feb 2017)

Australian Equities 38.66%
International Equities 39.16%
Cash 7.55%
Property 5.89%
Fixed Interest 0%
Alternatives 8.75%
Asset Allocation

Objectives and Strategy

To provide a total return (primarily capital growth with some income) after costs and before-tax, above the return from the relevant benchmarks of the underlying investments on a rolling 5-year basis. The portfolio invests in all asset classes, with a core of shares and some exposure to property and fixed interest.
With the exception of cash and listed property, the portfolio is managed using a Responsible Investment approach - an approach that focuses on investing in companies that contribute to a socially and environmentally sustainable world (see page 11 for more information).

Offer information

Indirect Cost Ratio (ICR) 1.01% (as at 30 Jun 2016)
Minimum initial investment
Minimum additional investments

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

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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