AMP - SignatureSuper - H3 Commodities - Managed Fund

Fund Performance Comparison

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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.

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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 -0.28 1.91 -4.76 -9.88 -7.55 -7.45 - -
Growth return -0.28 1.91 -4.76 -9.88 -7.55 -7.45 - -
Income return 0 0 0 0 0 0 - -
Market index (Morningstar Long-Only Commodity TR AUD)
Total return 1.2 2.72 4.01 7.93 5.42 3.58 -1.61 -0.22
As as 28 Feb 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - H3 Commodities
Cash
0.35%
Alternatives
99.65%
International Equities
0%
Average Allocation of Peers
Cash
2.64%
Alternatives
47.36%
International Equities
50%

General Information

Fund Details
Type Description
AMP - SignatureSuper - H3 Commodities
Closed
AMP Superannuation Limited
AMP1603AU
Commodities & Precious Metals
Not Rated
Superannuation Fund
12 Nov 2010
$0.57 million (as at 28 Feb 2015)
$0.74564 (as at 6 Mar 2015)
$0.74564 (as at 6 Mar 2015)
Fund Objective
The investment objective of the Fund is to provide investors with exposure to an actively managed commodities portfolio that seeks to generate returns that are equal to or superior to that of major global commodity indices with the same or lower volatility, after fees and expenses, over a medium to long-term horizon.
Fund Strategy
The Fund will invest through an underlying fund, the H3 Fund, a Cayman Islands exempted company. The H3 Fund actively manages and provides exposure to a diversified basket of global commodities that are listed on European and American commodity exchanges. Exposure to the underlying commodities is gained through using long only futures contracts with zero leverage.
Offer information
Type Description
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

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 cannot 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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Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%