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  5. AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity - Managed fund profile

AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity - Managed Fund (Closed)

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 2.76% 9.13% 23.63% 33.27% 7.47% 7.34% 9.05% 7.69%
Growth return 2.76% 9.13% 23.63% 33.27% 7.47% 7.34% 9.05% 7.69%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
0.84%
Australian Equities
91.67%
International Equities
4.05%
Property
2.92%
Fixed Interest
0.46%
Alternatives
0.06%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity
Closed
AMP1125AU
Equity Australia Large Growth
starstar (as at 30 Apr 2021)
Allocated Pension
30 Aug 2007
$1 million (as at 30 Apr 2021)
$2.1028 (as at 7 May 2021)
$2.1028 (as at 7 May 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.59% (as at 30 Jun 2020)
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 28 Feb 2021)

Holding (as at 28 Feb 2021) Type % of Portfolio
BHP Group Ltd Equity 10.38%
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FAQs about the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity

The objective of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund is

The strategy of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund is

The APIR code of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund is AMP1125AU.

AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity’s total return last month was 2.76%. This was made up of a growth return of 2.76% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity’s total return for the last three months was 9.13%. This was made up of a growth return of 9.13% and an income return of 0%%. These returns were calculated as at 30 Apr 2021.

AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity’s one-year total return is 33.27%. This was made up of a growth return of 33.27% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity’s one-year total return is 7.34%. This was made up of a growth return of 7.34% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

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

Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

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

As at 30 Apr 2021, the size of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund was $1 million.

The AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund has an inception date of 30 Aug 2007.

The current entry price of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund is $2.1028 per unit and the current exit price is $2.1028 per unit (as at 7 May 2021).

The current exit price of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund is $2.1028 per unit and the current entry price is $2.1028 per unit (as at 7 May 2021).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - Arnhem Australian 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.