InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AMP - SignatureSuper Allocated Pension - AMP Capital Equity - Managed fund profile

AMP - SignatureSuper Allocated Pension - AMP Capital Equity - Managed Fund (Closed)

Fund Objective
To provide high returns over the long term while accepting high levels of volatility in returns, by investing in a portfolio of shares listed on the Australian Securities Exchange.
Fund Strategy
The portfolio aims to provide returns, after costs and before tax, above the S&P/ASX 200 Accumulation Index.

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 -6.65% -0.31% -11.68% -7.46% 9.27% 2.64% 6.95% -%
Growth return -6.65% -0.31% -11.68% -7.46% 9.27% 2.64% 6.95% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 30 Sep 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - AMP Capital Equity
Australian Equities
97.89%
Cash
1.70%
Fixed Interest
0.41%
Alternatives
0%
International Equities
0%
Property & Infrastructure
0%
Average Allocation of Peers
Australian Equities
93.71%
Cash
-0.79%
Fixed Interest
0.26%
Alternatives
0.58%
International Equities
4.83%
Property & Infrastructure
1.41%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - AMP Capital Equity
Closed
AMP2048AU
Equity Australia Large Growth
starstar (as at 30 Sep 2022)
Allocated Pension
1 Jul 2015
$6.42 million (as at 30 Sep 2022)
$1.61645 (as at 28 Oct 2022)
$1.61645 (as at 28 Oct 2022)
Finalised
Offer information
Type Description
MER 0.74% (as at 1 Oct 2021)
Indirect Cost Ratio (ICR) 0.45% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Commonwealth Bank of Australia Equity 11.77%
Login now to view the complete list of holdings.

FAQs about the AMP - SignatureSuper Allocated Pension - AMP Capital Equity

The objective of the AMP - SignatureSuper Allocated Pension - AMP Capital Equity managed fund is To provide high returns over the long term while accepting high levels of volatility in returns, by investing in a portfolio of shares listed on the Australian Securities Exchange.

The strategy of the AMP - SignatureSuper Allocated Pension - AMP Capital Equity managed fund is The portfolio aims to provide returns, after costs and before tax, above the S&P/ASX 200 Accumulation Index.

The APIR code of the AMP - SignatureSuper Allocated Pension - AMP Capital Equity managed fund is AMP2048AU.

AMP - SignatureSuper Allocated Pension - AMP Capital Equity’s total return last month was -6.65%. This was made up of a growth return of -6.65% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - SignatureSuper Allocated Pension - AMP Capital Equity’s total return for the last three months was -0.31%. This was made up of a growth return of -0.31% and an income return of 0%%. These returns were calculated as at 30 Sep 2022.

AMP - SignatureSuper Allocated Pension - AMP Capital Equity’s one-year total return is -7.46%. This was made up of a growth return of -7.46% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

AMP - SignatureSuper Allocated Pension - AMP Capital Equity’s one-year total return is 2.64%. This was made up of a growth return of 2.64% and an income return of 0%. These returns were calculated as at 30 Sep 2022.

The asset allocation of the AMP - SignatureSuper Allocated Pension - AMP Capital Equity managed fund is :

Australian Equities
97.89%
Cash
1.70%
Fixed Interest
0.41%
Alternatives
0%
International Equities
0%
Property & Infrastructure
0%

The AMP - SignatureSuper Allocated Pension - AMP Capital Equity managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 30 Sep 2022, the size of the AMP - SignatureSuper Allocated Pension - AMP Capital Equity managed fund was $6.42 million.

The AMP - SignatureSuper Allocated Pension - AMP Capital Equity managed fund has an inception date of 1 Jul 2015.

The current entry price of the AMP - SignatureSuper Allocated Pension - AMP Capital Equity managed fund is $1.61645 per unit and the current exit price is $1.61645 per unit (as at 28 Oct 2022).

The current exit price of the AMP - SignatureSuper Allocated Pension - AMP Capital Equity managed fund is $1.61645 per unit and the current entry price is $1.61645 per unit (as at 28 Oct 2022).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - AMP Capital Equity 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.