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AMP - SignatureSuper - Ironbark Karara Australian share - Managed Fund (Closed)

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 1.66% 7.46% 20.3% 28.5% 6.04% 6.16% 7.9% 6.71%
Growth return 1.66% 7.46% 20.3% 28.5% 6.04% 6.16% 7.9% 6.71%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - Ironbark Karara Australian share
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
-0.68%
Australian Equities
96.04%
International Equities
3.70%
Property & Infrastructure
1.29%
Fixed Interest
-0.34%
Alternatives
-0.01%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Ironbark Karara Australian share
Closed
AMP0736AU
Equity Australia Large Growth
starstar (as at 30 Apr 2021)
Superannuation Fund
3 Nov 2003
$0 million (as at 28 Feb 2022)
$4.00884 (as at 7 May 2021)
$4.00884 (as at 7 May 2021)
Finalised
Offer information
Type Description
MER 1.83% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 1.83% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2021)

Holding (as at 28 Feb 2021) Type % of Portfolio
BHP Group Ltd Equity 10.38%
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FAQs about the AMP - SignatureSuper - Ironbark Karara Australian share

The objective of the AMP - SignatureSuper - Ironbark Karara Australian share managed fund is

The strategy of the AMP - SignatureSuper - Ironbark Karara Australian share managed fund is

The APIR code of the AMP - SignatureSuper - Ironbark Karara Australian share managed fund is AMP0736AU.

AMP - SignatureSuper - Ironbark Karara Australian share’s total return last month was 1.66%. This was made up of a growth return of 1.66% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - SignatureSuper - Ironbark Karara Australian share’s total return for the last three months was 7.46%. This was made up of a growth return of 7.46% and an income return of 0%%. These returns were calculated as at 30 Apr 2021.

AMP - SignatureSuper - Ironbark Karara Australian share’s one-year total return is 28.5%. This was made up of a growth return of 28.5% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

AMP - SignatureSuper - Ironbark Karara Australian share’s one-year total return is 6.16%. This was made up of a growth return of 6.16% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the AMP - SignatureSuper - Ironbark Karara Australian share managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The AMP - SignatureSuper - Ironbark Karara Australian share managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 28 Feb 2022, the size of the AMP - SignatureSuper - Ironbark Karara Australian share managed fund was $0 million.

The AMP - SignatureSuper - Ironbark Karara Australian share managed fund has an inception date of 3 Nov 2003.

The current entry price of the AMP - SignatureSuper - Ironbark Karara Australian share managed fund is $4.00884 per unit and the current exit price is $4.00884 per unit (as at 7 May 2021).

The current exit price of the AMP - SignatureSuper - Ironbark Karara Australian share managed fund is $4.00884 per unit and the current entry price is $4.00884 per unit (as at 7 May 2021).

The minimum initial investment amount for the AMP - SignatureSuper - Ironbark Karara Australian share managed fund is $0. 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.