General Information

AMP SigSup-AnglicanNat MySuper RIL Gr
AMP Superannuation Limited
AMP1914AU
Multisector Aggressive
Not Rated
n/a
Not Rated
Superannuation
1 Jan 2014
$47.73 million (as at 30 Nov 2016)
$1.22817 (as at 20 Jan 2017)
$1.22817 (as at 20 Jan 2017)

Fund performance (31 Dec 2016)

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 2.89 3.57 5.91 4.66 4.9 - - -
Growth return 2.89 3.57 5.91 4.66 4.9 - - -
Income return 0 0 0 0 0 - - -

Morningstar index (Mstar PG Sup Multisector Aggressive Idx)

Total return 3.1 3.64 7.16 7.11 5.88 6.68 11.01 3.79

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return 3.98 4.99 8.03 9.25 8.52 9.41 14.34 5.01

Asset Allocation (31 Dec 2016)

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 1 Jul 2015)
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