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  5. AMP - Retirement Bond - Multi-manager International Equities - Managed fund profile

AMP - Retirement Bond - Multi-manager International Equities - Managed Fund

Fund Objective
To outperform the MSCI World ex Australia Index (net dividends reinvested), currency unhedged, expressed in AUD.
Fund Strategy
To invest predominantly in international equities outside Australia, spreading the risk by investing in a range of companies representative of different industries. A benchmark of 50% of the portfolio's international assets will be hedged back to the Australian dollar. To invest using a range of complementary specialist international equity investment managers.

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 4.89% 4.7% 10.19% 30.12% 19.67% 8.55% 9.7% 9.88%
Growth return 4.89% 4.7% 10.19% 30.12% 19.67% 8.55% 9.7% 9.88%
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 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Retirement Bond - Multi-manager International Equities
International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Australian Equities
2.64%
Cash
2.45%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
AMP - Retirement Bond - Multi-manager International Equities
NML0547AU
Equity World Large Blend
starstarstar (as at 31 Oct 2024)
Superannuation Fund
16 Feb 2004
$0.19 million (as at 30 Sep 2024)
$31.9802 (as at 31 Oct 2024)
$31.9421 (as at 31 Oct 2024)
Open
Offer information
Type Description
Standard entry fee 5%
MER 2.18% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 2.18% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum redemption amount $1,000.00

FAQs about the AMP - Retirement Bond - Multi-manager International Equities

The objective of the AMP - Retirement Bond - Multi-manager International Equities managed fund is To outperform the MSCI World ex Australia Index (net dividends reinvested), currency unhedged, expressed in AUD.

The strategy of the AMP - Retirement Bond - Multi-manager International Equities managed fund is To invest predominantly in international equities outside Australia, spreading the risk by investing in a range of companies representative of different industries. A benchmark of 50% of the portfolio's international assets will be hedged back to the Australian dollar. To invest using a range of complementary specialist international equity investment managers.

The APIR code of the AMP - Retirement Bond - Multi-manager International Equities managed fund is NML0547AU.

AMP - Retirement Bond - Multi-manager International Equities’s total return last month was 4.89%. This was made up of a growth return of 4.89% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - Retirement Bond - Multi-manager International Equities’s total return for the last three months was 4.7%. This was made up of a growth return of 4.7% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP - Retirement Bond - Multi-manager International Equities’s one-year total return is 30.12%. This was made up of a growth return of 30.12% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - Retirement Bond - Multi-manager International Equities’s one-year total return is 8.55%. This was made up of a growth return of 8.55% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the AMP - Retirement Bond - Multi-manager International Equities managed fund is :

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

The AMP - Retirement Bond - Multi-manager International Equities managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Sep 2024, the size of the AMP - Retirement Bond - Multi-manager International Equities managed fund was $0.19 million.

The AMP - Retirement Bond - Multi-manager International Equities managed fund has an inception date of 16 Feb 2004.

The current entry price of the AMP - Retirement Bond - Multi-manager International Equities managed fund is $31.9802 per unit and the current exit price is $31.9421 per unit (as at 31 Oct 2024).

The current exit price of the AMP - Retirement Bond - Multi-manager International Equities managed fund is $31.9421 per unit and the current entry price is $31.9802 per unit (as at 31 Oct 2024).

The minimum initial investment amount for the AMP - Retirement Bond - Multi-manager International Equities managed fund is $1,000.

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.