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  5. AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth - Managed fund profile

AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth - Managed Fund (Closed)

Fund Objective
The primary objective of the fund is to provide long term capital growth with the benefits of global diversification. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of seven or more years.
Fund Strategy
The Fund generally invests in a broad selection of securities listed on foreign stock exchanges. The Fund will actively hedge up to 40% of the Fund's exposure to international currency back to Australian dollars.

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 -3.27% 2.21% 12.34% 24.85% 16.18% 15.56% 16.29% 14.02%
Growth return -3.27% 2.21% 12.34% 24.85% 16.18% 15.56% 16.29% 14.02%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth
International Equities
92.44%
Cash
0.70%
Property
6.86%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Cash
2.45%
Property
1.51%
Australian Equities
2.64%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth
Closed
AMP1041AU
Equity World Large Growth
starstarstar (as at 30 Sep 2021)
Allocated Pension
20 Sep 2004
$2.38 million (as at 30 Sep 2021)
$1.48782 (as at 30 Sep 2021)
$1.48782 (as at 30 Sep 2021)
Finalised
Offer information
Type Description
Standard entry fee 4.50%
MER 2.55% (as at 7 May 2021)
Indirect Cost Ratio (ICR) 2.55% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2022)

Holding (as at 30 Jun 2022) Type % of Portfolio
Microsoft Corp Equity 4.95%
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FAQs about the AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth

The objective of the AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund is The primary objective of the fund is to provide long term capital growth with the benefits of global diversification. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of seven or more years.

The strategy of the AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund is The Fund generally invests in a broad selection of securities listed on foreign stock exchanges. The Fund will actively hedge up to 40% of the Fund's exposure to international currency back to Australian dollars.

The APIR code of the AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund is AMP1041AU.

AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth’s total return last month was -3.27%. This was made up of a growth return of -3.27% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth’s total return for the last three months was 2.21%. This was made up of a growth return of 2.21% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth’s one-year total return is 24.85%. This was made up of a growth return of 24.85% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth’s one-year total return is 15.56%. This was made up of a growth return of 15.56% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund is :

International Equities
92.44%
Cash
0.70%
Property
6.86%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

The AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund belongs to the Equity World Large Growth sector/asset class.

As at 30 Sep 2021, the size of the AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund was $2.38 million.

The AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund has an inception date of 20 Sep 2004.

The current entry price of the AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund is $1.48782 per unit and the current exit price is $1.48782 per unit (as at 30 Sep 2021).

The current exit price of the AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund is $1.48782 per unit and the current entry price is $1.48782 per unit (as at 30 Sep 2021).

The minimum initial investment amount for the AMP - Flexible Lifetime Term Pension - Zurich American Cent Global Growth managed fund is $1,500. 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.