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

Fund Performance Comparison

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Peers

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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.

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.

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	1.78%	0.36%	3.06%	7.37%	11.2%	9.81%	10.21%	10.12%

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 & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Cash: -0.68%

Australian Equities: 96.04%

International Equities: 3.70%

Property & Infrastructure: 1.29%

Fixed Interest: -0.34%

Alternatives: -0.01%

General Information

Fund Details

Type	Description
Fund Name	AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity
Fund Status	Closed
APIR Code	AMP1125AU
Sector/Asset Class	Equity Australia Large Growth
Morningstar Rating	(as at 30 Apr 2021)
Legal Structure	Allocated Pension
Fund Inception	30 Aug 2007
Fund Size	$1 million (as at 30 Apr 2021)
Entry Price	$2.1028 (as at 7 May 2021)
Exit Price	$2.1028 (as at 7 May 2021)
Fund Status	Finalised

Offer information

Type	Description
MER	1.83% (as at 7 May 2021)
Indirect Cost Ratio (ICR)	1.83% (as at 30 Jun 2020)
Performance fee (not included in ICR)	0
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

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

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

What is the strategy for the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund?

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

What is the APIR code of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund?

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

What was AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity’s total return last month?

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.

What was AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity’s total return for the last three months?

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.

What is AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity’s one-year total return?

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.

What is AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity’s three-year total return?

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.

What is the asset allocation of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund?

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

Cash: 100%

Australian Equities: 0%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund belong to?

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

What is the size of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund?

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

What is the inception date of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund?

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

What is the current entry price of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund?

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).

What is the current exit price of the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund?

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).

What is the minimum investment amount for the AMP - SignatureSuper Allocated Pension - Arnhem Australian Equity managed fund?

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.

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