InvestSMART

AMP - SignatureSuper - AMP Sustainable Future Australian Shares - Managed Fund (Closed)

Fund Objective
To provide high relative capital growth over the long term and tax effective income, primarily through a diversified portfolio of Australian shares using a socially responsible investment approach.
Fund Strategy
To provide high relative capital growth over the long term and tax effective income, primarily through a diversified portfolio of Australian shares using a socially responsible investment approach.

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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | 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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.37% 7.46% 16.01% 22.88% 22.14% 24.34% -% -%
Growth return 2.37% 7.46% 16.01% 22.88% 22.14% 24.34% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -1.31% 2.1% 8.44% 24.89% 13.39% 8.01% 8.17% 8.32%
As at 31 Jan 2007. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper - AMP Sustainable Future Australian Shares
Australian Equities
79.22%
Cash
11.35%
Property
9.42%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.29%
Cash
-0.11%
Property
2.11%
International Equities
4.30%
Fixed Interest
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP - SignatureSuper - AMP Sustainable Future Australian Shares
Closed
AMP Superannuation Limited
AMP0779AU
Equity Australia Large Blend
starstarstarstarstar (as at 31 Dec 2006)
Superannuation Fund
3 Nov 2003
n/a
$1.7639 (as at 12 Jul 2007)
$1.7639 (as at 12 Jul 2007)
Finalised
Offer information
Type Description
Minimum initial investment

Top 10 holdings (as at 31 Dec 2020)

Holding (as at 31 Dec 2020) Type % of Portfolio
Bnp Cogent Nominees Cash At Bank - Aud Cash 100%

FAQs about the AMP - SignatureSuper - AMP Sustainable Future Australian Shares

The objective of the AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund is To provide high relative capital growth over the long term and tax effective income, primarily through a diversified portfolio of Australian shares using a socially responsible investment approach.

The strategy of the AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund is To provide high relative capital growth over the long term and tax effective income, primarily through a diversified portfolio of Australian shares using a socially responsible investment approach.

The APIR code of the AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund is AMP0779AU.

AMP - SignatureSuper - AMP Sustainable Future Australian Shares’s total return last month was 2.37%. This was made up of a growth return of 2.37% and an income return of 0%. These returns were calculated as at 31 Jan 2007.

AMP - SignatureSuper - AMP Sustainable Future Australian Shares’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 31 Jan 2007.

AMP - SignatureSuper - AMP Sustainable Future Australian Shares’s one-year total return is 22.88%. This was made up of a growth return of 22.88% and an income return of 0%. These returns were calculated as at 31 Jan 2007.

AMP - SignatureSuper - AMP Sustainable Future Australian Shares’s one-year total return is 24.34%. This was made up of a growth return of 24.34% and an income return of 0%. These returns were calculated as at 31 Jan 2007.

The asset allocation of the AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund is :

Australian Equities
79.22%
Cash
11.35%
Property
9.42%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2010, the size of the AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund was $ million.

The AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund has an inception date of 3 Nov 2003.

The current entry price of the AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund is $1.7639 per unit and the current exit price is $1.7639 per unit (as at 12 Jul 2007).

The current exit price of the AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund is $1.7639 per unit and the current entry price is $1.7639 per unit (as at 12 Jul 2007).

The minimum initial investment amount for the AMP - SignatureSuper - AMP Sustainable Future Australian Shares managed fund 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.