InvestSMART

AMP - SignatureSuper - Credit Suisse Syndicated Loan - Managed Fund (Closed)

Fund Objective
To achieve investment returns above the UBSA Bank Bill Index over the suggested investment time frame, through exposure to high yielding investments primarily through the US syndicated loan market with additional investment through US corporate debt securities that are rated below investment grade
Fund Strategy
The Funds benchmark asset allocation is: 100% International Fixed Interest.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.37% 1.09% 2.15% 4.19% 3.11% 2.08% -% 1.82%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
72.42%
Australian Equities
0.49%
International Equities
0.05%
Cash
27.02%
Alternatives
0.02%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Credit Suisse Syndicated Loan
Closed
AMP Superannuation Limited
AMP1123AU
Non Investment Grade Debt
Not Rated
Allocated Pension
30 Aug 2007
n/a
n/a
n/a
Finalised
Offer information
Type Description
Minimum initial investment $20,000

FAQs about the AMP - SignatureSuper - Credit Suisse Syndicated Loan

The objective of the AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund is To achieve investment returns above the UBSA Bank Bill Index over the suggested investment time frame, through exposure to high yielding investments primarily through the US syndicated loan market with additional investment through US corporate debt securities that are rated below investment grade

The strategy of the AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund is The Funds benchmark asset allocation is: 100% International Fixed Interest.

The APIR code of the AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund is AMP1123AU.

AMP - SignatureSuper - Credit Suisse Syndicated Loan’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

AMP - SignatureSuper - Credit Suisse Syndicated Loan’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

AMP - SignatureSuper - Credit Suisse Syndicated Loan’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 .

AMP - SignatureSuper - Credit Suisse Syndicated Loan’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 .

The asset allocation of the AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund is :

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

The Responsible Entity for the AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund belongs to the Non Investment Grade Debt sector/asset class.

As at , the size of the AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund was $ million.

The AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund has an inception date of 30 Aug 2007.

The current entry price of the AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the AMP - SignatureSuper - Credit Suisse Syndicated Loan managed fund is $20,000.

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.