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  5. AMP - SignatureSuper - BT Global Property Security - Managed fund profile

AMP - SignatureSuper - BT Global Property Security - Managed Fund (Closed)

Fund Objective
To provide a return (before fees, costs and taxes) that exceeds the return from the UBS Global Real Estate Investors (ex-Australia) Index, net of withholding tax (hedged to AUD) over the medium to long-term.
Fund Strategy
The portfolio is invested based on its value-driven, risk controlled investment style and aims to add value by integrating active security selection and top-down quantitative research. It invests primarily in listed property securities in North American, European and Asian (ex-Australia) markets.

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 4.93% 0.78% 0.59% 8.64% 12.13% 12.05% 10.13% -%
Growth return 4.93% 0.78% 0.59% 8.64% 12.13% 12.05% 10.13% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Oct 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - BT Global Property Security
International Equities
95.12%
Cash
4.88%
Australian Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
International Equities
7.24%
Cash
1.96%
Australian Equities
0.21%
Property
90.54%
Alternatives
0.05%

General Information

Fund Details
Type Description
AMP - SignatureSuper - BT Global Property Security
Closed
AMP Superannuation Limited
AMP1098AU
Equity Global Real Estate
starstarstar (as at 31 Oct 2015)
Superannuation Fund
1 Sep 2006
$2.79 million (as at 31 Oct 2015)
$1.13845 (as at 13 Nov 2015)
$1.13845 (as at 13 Nov 2015)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.82% (as at 31 Dec 2012)
Performance fee (not included in ICR) 0.07
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jan 2024)

Holding (as at 31 Jan 2024) Type % of Portfolio
Prologis Inc Equity - REIT 7.26%
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FAQs about the AMP - SignatureSuper - BT Global Property Security

The objective of the AMP - SignatureSuper - BT Global Property Security managed fund is To provide a return (before fees, costs and taxes) that exceeds the return from the UBS Global Real Estate Investors (ex-Australia) Index, net of withholding tax (hedged to AUD) over the medium to long-term.

The strategy of the AMP - SignatureSuper - BT Global Property Security managed fund is The portfolio is invested based on its value-driven, risk controlled investment style and aims to add value by integrating active security selection and top-down quantitative research. It invests primarily in listed property securities in North American, European and Asian (ex-Australia) markets.

The APIR code of the AMP - SignatureSuper - BT Global Property Security managed fund is AMP1098AU.

AMP - SignatureSuper - BT Global Property Security’s total return last month was 4.93%. This was made up of a growth return of 4.93% and an income return of 0%. These returns were calculated as at 31 Oct 2015.

AMP - SignatureSuper - BT Global Property Security’s total return for the last three months was 0.78%. This was made up of a growth return of 0.78% and an income return of 0%%. These returns were calculated as at 31 Oct 2015.

AMP - SignatureSuper - BT Global Property Security’s one-year total return is 8.64%. This was made up of a growth return of 8.64% and an income return of 0%. These returns were calculated as at 31 Oct 2015.

AMP - SignatureSuper - BT Global Property Security’s one-year total return is 12.05%. This was made up of a growth return of 12.05% and an income return of 0%. These returns were calculated as at 31 Oct 2015.

The asset allocation of the AMP - SignatureSuper - BT Global Property Security managed fund is :

International Equities
95.12%
Cash
4.88%
Australian Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the AMP - SignatureSuper - BT Global Property Security managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper - BT Global Property Security managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Oct 2015, the size of the AMP - SignatureSuper - BT Global Property Security managed fund was $2.79 million.

The AMP - SignatureSuper - BT Global Property Security managed fund has an inception date of 1 Sep 2006.

The current entry price of the AMP - SignatureSuper - BT Global Property Security managed fund is $1.13845 per unit and the current exit price is $1.13845 per unit (as at 13 Nov 2015).

The current exit price of the AMP - SignatureSuper - BT Global Property Security managed fund is $1.13845 per unit and the current entry price is $1.13845 per unit (as at 13 Nov 2015).

The minimum initial investment amount for the AMP - SignatureSuper - BT Global Property Security managed fund is $1,500. 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.