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AMP - SignatureSuper Allocated Pension - Australian Property Index - Managed Fund

Fund Objective
To provide returns over the long-term in line with an appropriate index by investing in Property Securities. Exposure to this asset class will be attained through the use of index focussed investment managers.
Fund Strategy
The strategy aims to provide returns that track the S&P/ASX 200 A-REIT Index, with net dividends reinvested.

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 -2.48% 4.47% 13.85% 50.66% 20.21% 7.54% 5.68% 8.61%
Growth return -2.48% 4.47% 13.85% 50.66% 20.21% 7.54% 5.68% 8.61%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.51% 4.46% 14.2% 52.18% 21.11% 8.02% 6.24% 9.27%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Australian Property Index
Australian Equities
-0.01%
Cash
0.43%
Property
99.58%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
2.12%
Cash
1.83%
Property
95.02%
International Equities
0.75%
Fixed Interest
0.25%
Alternatives
0.04%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Australian Property Index
AMP1560AU
Equity Australia Real Estate
starstarstarstar (as at 31 Oct 2024)
Allocated Pension
12 Nov 2010
$76.02 million (as at 30 Sep 2024)
$3.4371 (as at 19 Nov 2024)
$3.4371 (as at 19 Nov 2024)
Open
Offer information
Type Description
MER 0.50% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 0.15% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
Goodman Group Equity 36.26%
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FAQs about the AMP - SignatureSuper Allocated Pension - Australian Property Index

The objective of the AMP - SignatureSuper Allocated Pension - Australian Property Index managed fund is To provide returns over the long-term in line with an appropriate index by investing in Property Securities. Exposure to this asset class will be attained through the use of index focussed investment managers.

The strategy of the AMP - SignatureSuper Allocated Pension - Australian Property Index managed fund is The strategy aims to provide returns that track the S&P/ASX 200 A-REIT Index, with net dividends reinvested.

The APIR code of the AMP - SignatureSuper Allocated Pension - Australian Property Index managed fund is AMP1560AU.

AMP - SignatureSuper Allocated Pension - Australian Property Index’s total return last month was -2.48%. This was made up of a growth return of -2.48% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Australian Property Index’s total return for the last three months was 4.47%. This was made up of a growth return of 4.47% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Australian Property Index’s one-year total return is 50.66%. This was made up of a growth return of 50.66% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Australian Property Index’s one-year total return is 7.54%. This was made up of a growth return of 7.54% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the AMP - SignatureSuper Allocated Pension - Australian Property Index managed fund is :

Australian Equities
-0.01%
Cash
0.43%
Property
99.58%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The AMP - SignatureSuper Allocated Pension - Australian Property Index managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 30 Sep 2024, the size of the AMP - SignatureSuper Allocated Pension - Australian Property Index managed fund was $76.02 million.

The AMP - SignatureSuper Allocated Pension - Australian Property Index managed fund has an inception date of 12 Nov 2010.

The current entry price of the AMP - SignatureSuper Allocated Pension - Australian Property Index managed fund is $3.4371 per unit and the current exit price is $3.4371 per unit (as at 19 Nov 2024).

The current exit price of the AMP - SignatureSuper Allocated Pension - Australian Property Index managed fund is $3.4371 per unit and the current entry price is $3.4371 per unit (as at 19 Nov 2024).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - Australian Property Index 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.