General Information

AMP SigSup AP-Walter Scott Global Eq
AMP Superannuation Limited
AMP1631AU
Equity World Large Growth
starstarstarstar (as at 30 Nov 2013)
Silver
Not Rated
Retirement
12 Nov 2010
$3.03 million (as at 31 Dec 2016)
$2.01043 (as at 23 Feb 2017)
$2.00821 (as at 23 Feb 2017)

Fund performance (31 Jan 2017)

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 -1.96 3.41 0.83 5 5.82 9.98 14.8 -
Growth return -1.96 3.41 0.83 5 5.82 9.98 14.8 -
Income return 0 0 0 0 0 0 0 -

Morningstar index (Mstar PG PaA Equity World Large Gr Idx)

Total return -1.27 4.44 1.85 6.64 3.84 8.77 14.1 2.74

Market index (MSCI World Ex Australia NR AUD)

Total return -2.36 6.6 5.08 8.88 6.85 11.1 17.74 4.16

Asset Allocation (31 Jan 2017)

Australian Equities 0%
International Equities 96.89%
Cash 3.11%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark).
The Fund provides exposure to a concentrated portfolio of global equities by investing in securities which, in Walter Scott's opinion, offer strong and sustained earnings growth. The Fund is actively managed using a benchmark unaware, fundamental, bottom-up and researchdriven approach to build a portfolio of strong growth companies capable of generating wealth over long periods of time.

Offer information

Indirect Cost Ratio (ICR) 1.81% (as at 1 Jul 2015)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2016)

Holding Type % of Portfolio
EOG Resources Inc Equity 3.03%
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* Dates for historical returns vary from fund to fund