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  5. AMP - Simple Super International Equities - Managed fund profile

AMP - Simple Super International Equities - Managed Fund (Closed)

Fund Objective
To provide a return (net of investment tax and investment management costs) that exceeds the return from the MSCI World ex Australia Index (net of dividends reinvested), currency unhedged expressed in Australian dollars, over a rolling 5-year period.
Fund Strategy
To invest predominately in international equities outside Australia, spreading the risk by investing in a range of company representative of different industries. A benchmark of 50% of the portfolioi-s international assets will be hedged back to the Australian dollar.

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 6.69% -11.57% -5.42% -0.97% 5.51% 6.58% 6.05% 7.65%
Growth return 6.69% -11.57% -5.42% -0.97% 5.51% 6.58% 6.05% 7.65%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
As at 30 Apr 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
International Equities
92.04%
Australian Equities
3.12%
Cash
3.01%
Property
1.80%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
AMP - Simple Super International Equities
Closed
NML0109AU
Equity World Large Blend
Not Rated
Superannuation Fund
31 Aug 1998
$1.84 million (as at 30 Apr 2020)
$98.7436 (as at 30 Apr 2020)
$98.5659 (as at 30 Apr 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.62% (as at 30 Jun 2019)
Minimum initial investment
Minimum additional investments

FAQs about the AMP - Simple Super International Equities

The objective of the AMP - Simple Super International Equities managed fund is To provide a return (net of investment tax and investment management costs) that exceeds the return from the MSCI World ex Australia Index (net of dividends reinvested), currency unhedged expressed in Australian dollars, over a rolling 5-year period.

The strategy of the AMP - Simple Super International Equities managed fund is To invest predominately in international equities outside Australia, spreading the risk by investing in a range of company representative of different industries. A benchmark of 50% of the portfolioi-s international assets will be hedged back to the Australian dollar.

The APIR code of the AMP - Simple Super International Equities managed fund is NML0109AU.

AMP - Simple Super International Equities’s total return last month was 6.69%. This was made up of a growth return of 6.69% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Simple Super International Equities’s total return for the last three months was -11.57%. This was made up of a growth return of -11.57% and an income return of 0%%. These returns were calculated as at 30 Apr 2020.

AMP - Simple Super International Equities’s one-year total return is -0.97%. This was made up of a growth return of -0.97% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

AMP - Simple Super International Equities’s one-year total return is 6.58%. This was made up of a growth return of 6.58% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

The asset allocation of the AMP - Simple Super International Equities managed fund is :

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

The AMP - Simple Super International Equities managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Apr 2020, the size of the AMP - Simple Super International Equities managed fund was $1.84 million.

The AMP - Simple Super International Equities managed fund has an inception date of 31 Aug 1998.

The current entry price of the AMP - Simple Super International Equities managed fund is $98.7436 per unit and the current exit price is $98.5659 per unit (as at 30 Apr 2020).

The current exit price of the AMP - Simple Super International Equities managed fund is $98.5659 per unit and the current entry price is $98.7436 per unit (as at 30 Apr 2020).

The minimum initial investment amount for the AMP - Simple Super International Equities 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.