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  5. AMP - SignatureSuper - AnglicanNat MySuper RIL Growth - Managed fund profile

AMP - SignatureSuper - AnglicanNat MySuper RIL Growth - Managed Fund (Closed)

Fund Objective
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.
Fund Strategy
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).

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -13.75% -15.48% -13.1% -7.04% 0.25% 2.66% 2.43% -%
Growth return -13.75% -15.48% -13.1% -7.04% 0.25% 2.66% 2.43% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 Mar 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - AnglicanNat MySuper RIL Growth
Australian Equities
36.88%
International Equities
43.25%
Cash
1.04%
Property & Infrastructure
6.12%
Fixed Interest
12.71%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.21%
International Equities
49.75%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.63%

General Information

Fund Details
Type Description
AMP - SignatureSuper - AnglicanNat MySuper RIL Growth
Closed
AMP Superannuation Limited
AMP1914AU
Multisector Aggressive
starstarstar (as at 31 Mar 2020)
Superannuation Fund
1 Jan 2014
$58.39 million (as at 31 Mar 2020)
$1.41154 (as at 28 Apr 2020)
$1.41154 (as at 28 Apr 2020)
Finalised
Offer information
Type Description
MER 1.07% (as at 30 Sep 2019)
Indirect Cost Ratio (ICR) 1.07% (as at 30 Jun 2019)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

FAQs about the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth

The objective of the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund is 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.

The strategy of the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund is 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).

The APIR code of the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund is AMP1914AU.

AMP - SignatureSuper - AnglicanNat MySuper RIL Growth’s total return last month was -13.75%. This was made up of a growth return of -13.75% and an income return of 0%. These returns were calculated as at 31 Mar 2020.

AMP - SignatureSuper - AnglicanNat MySuper RIL Growth’s total return for the last three months was -15.48%. This was made up of a growth return of -15.48% and an income return of 0%%. These returns were calculated as at 31 Mar 2020.

AMP - SignatureSuper - AnglicanNat MySuper RIL Growth’s one-year total return is -7.04%. This was made up of a growth return of -7.04% and an income return of 0%. These returns were calculated as at 31 Mar 2020.

AMP - SignatureSuper - AnglicanNat MySuper RIL Growth’s one-year total return is 2.66%. This was made up of a growth return of 2.66% and an income return of 0%. These returns were calculated as at 31 Mar 2020.

The asset allocation of the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund is :

Australian Equities
36.88%
International Equities
43.25%
Cash
1.04%
Property & Infrastructure
6.12%
Fixed Interest
12.71%
Alternatives
0%

The Responsible Entity for the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2020, the size of the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund was $58.39 million.

The AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund has an inception date of 1 Jan 2014.

The current entry price of the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund is $1.41154 per unit and the current exit price is $1.41154 per unit (as at 28 Apr 2020).

The current exit price of the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund is $1.41154 per unit and the current entry price is $1.41154 per unit (as at 28 Apr 2020).

The minimum initial investment amount for the AMP - SignatureSuper - AnglicanNat MySuper RIL Growth managed fund is $0. Minimum additional investment 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.