AMP - SignatureSuper - Specialist Australian Small Company - Managed Fund

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.

Fees Comparison

{{ fund.fees * 100 | 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.

Don't let high fees kill your returns

The {{ modelPortfolio.name }} portfolio has fair and transparent fees to help you keep more money in your pocket.

View our Fund

Don't let high fees kill your returns

Build a diversified portfolio to match your needs with our range of low cost investment options.

View our funds

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.12 5.31 7.42 13.19 8.84 11.39 10.47 8.45
Growth return 1.12 5.31 7.42 13.19 8.84 11.39 10.47 8.45
Income return 0 0 0 0 0 0 0 0
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return 1.56 3.68 5.14 16.62 7.1 11.39 10.81 4.6
As as 30 Nov 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - Specialist Australian Small Company
Australian Equities
87.79%
Cash
5.18%
Property
7.03%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
92.69%
Cash
5.89%
Property
1.22%
International Equities
0.16%
Fixed Interest
0.02%
Alternatives
0.02%

General Information

Fund Details
Type Description
AMP - SignatureSuper - Specialist Australian Small Company
AMP Superannuation Limited
AMP0951AU
Equity Australia Mid/Small Blend
starstarstar (as at 31 Oct 2019)
Superannuation Fund
30 Aug 2004
$20.84 million (as at 31 Oct 2019)
$3.06361 (as at 5 Dec 2019)
$3.06361 (as at 5 Dec 2019)
Fund Objective
The fund seeks to provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Fund Strategy
The portfolio invests in small companies listed on the ASX. For this investment fund, small companies are considered to be those outside the top 100 ASX listed companies (by market value). Up to 20% of the investment fund's portfolio may be invested in unlisted companies that the investment manager believes are likely to be listed in the next 12 months, or in companies between the top 50 and 100 listed on the ASX.
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.33% (as at 30 Jun 2019)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2019)

Holding (as at 30 Sep 2019) Type % of Portfolio
Bapcor Ltd Equity 2.81%
Login now to view the complete list of holdings.

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.

How is your fund performing?

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%^.

Compare your fund
Underperforming
81%^

Underperform the industry standard benchmarks

Compare your fund

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%