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  5. AMP - SignatureSuper - AXA Global Equity Value - Managed fund profile

AMP - SignatureSuper - AXA Global Equity Value - Managed Fund (Closed)

Fund Objective
Currently the Fund invests predominantly in the Wholesale Global Equity - Value Fund and cash for liquidity purposes. Asset allocation ranges (with benchmarks in brackets): international 90-100% (100%), cash and cash securities 0-10% (0%).
Fund Strategy
To provide long-term capital growth and to outperform the Morgan Stanley Capital International World Index (Total Returns with Gross Dividends Reinvested in A$) after costs and over rolling five year periods.

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 -1.19% -0.71% 0.26% -% -% -% -% -%
Growth return -1.19% -0.71% 0.26% -% -% -% -% -%
Income return 0% 0% 0% -% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Oct 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - AXA Global Equity Value
International Equities
98%
Cash
2%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.48%
Cash
1.77%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
AMP - SignatureSuper - AXA Global Equity Value
Closed
AMP Superannuation Limited
AMP0783AU
Equity World Other
Not Rated
Superannuation Fund
3 Nov 2003
n/a
$1.0906 (as at 16 Nov 2004)
$1.0906 (as at 16 Nov 2004)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the AMP - SignatureSuper - AXA Global Equity Value

The objective of the AMP - SignatureSuper - AXA Global Equity Value managed fund is Currently the Fund invests predominantly in the Wholesale Global Equity - Value Fund and cash for liquidity purposes. Asset allocation ranges (with benchmarks in brackets): international 90-100% (100%), cash and cash securities 0-10% (0%).

The strategy of the AMP - SignatureSuper - AXA Global Equity Value managed fund is To provide long-term capital growth and to outperform the Morgan Stanley Capital International World Index (Total Returns with Gross Dividends Reinvested in A$) after costs and over rolling five year periods.

The APIR code of the AMP - SignatureSuper - AXA Global Equity Value managed fund is AMP0783AU.

AMP - SignatureSuper - AXA Global Equity Value’s total return last month was -1.19%. This was made up of a growth return of -1.19% and an income return of 0%. These returns were calculated as at 31 Oct 2004.

AMP - SignatureSuper - AXA Global Equity Value’s total return for the last three months was -0.71%. This was made up of a growth return of -0.71% and an income return of 0%%. These returns were calculated as at 31 Oct 2004.

AMP - SignatureSuper - AXA Global Equity Value’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2004.

AMP - SignatureSuper - AXA Global Equity Value’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2004.

The asset allocation of the AMP - SignatureSuper - AXA Global Equity Value managed fund is :

International Equities
98%
Cash
2%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - SignatureSuper - AXA Global Equity Value managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper - AXA Global Equity Value managed fund belongs to the Equity World Other sector/asset class.

As at , the size of the AMP - SignatureSuper - AXA Global Equity Value managed fund was $ million.

The AMP - SignatureSuper - AXA Global Equity Value managed fund has an inception date of 3 Nov 2003.

The current entry price of the AMP - SignatureSuper - AXA Global Equity Value managed fund is $1.0906 per unit and the current exit price is $1.0906 per unit (as at 16 Nov 2004).

The current exit price of the AMP - SignatureSuper - AXA Global Equity Value managed fund is $1.0906 per unit and the current entry price is $1.0906 per unit (as at 16 Nov 2004).

The minimum initial investment amount for the AMP - SignatureSuper - AXA Global Equity Value managed fund 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.