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AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp - Managed Fund (Closed)

Fund Objective
To achieve medium to long-term capital growth and income by investing in high calibre Australian companies primarily listed within the S&P/ASX 300 at the time of investment.
Fund Strategy
The portfolio invests in growth style companies which are generally dominated by companies that own high quality business franchises with stable management, have above average growth potential, and have low levels of gearing with predictable medium to long-term earnings streams.

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 3.81% -2.66% -1.78% 6.03% 7.43% 16.37% -% -%
Growth return 3.81% -2.66% -1.78% 6.03% 7.43% 16.37% -% -%
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 Oct 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp
Australian Equities
97.06%
Cash
2.94%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.36%
Cash
-0.08%
International Equities
4.21%
Property
2.11%
Fixed Interest
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp
Closed
AMP Superannuation Limited
AMP1800AU
Equity Australia Large Growth
starstarstarstarstar (as at 31 Oct 2015)
Allocated Pension
19 May 2012
$1.41 million (as at 31 Oct 2015)
$1.6488 (as at 13 Nov 2015)
$1.6488 (as at 13 Nov 2015)
Finalised
Offer information
Type Description
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
Block Inc Chess Depository Interest Equity 9.20%
Login now to view the complete list of holdings.

FAQs about the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp

The objective of the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund is To achieve medium to long-term capital growth and income by investing in high calibre Australian companies primarily listed within the S&P/ASX 300 at the time of investment.

The strategy of the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund is The portfolio invests in growth style companies which are generally dominated by companies that own high quality business franchises with stable management, have above average growth potential, and have low levels of gearing with predictable medium to long-term earnings streams.

The APIR code of the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund is AMP1800AU.

AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp’s total return last month was 3.81%. This was made up of a growth return of 3.81% and an income return of 0%. These returns were calculated as at 31 Oct 2015.

AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp’s total return for the last three months was -2.66%. This was made up of a growth return of -2.66% and an income return of 0%%. These returns were calculated as at 31 Oct 2015.

AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp’s one-year total return is 6.03%. This was made up of a growth return of 6.03% and an income return of 0%. These returns were calculated as at 31 Oct 2015.

AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp’s one-year total return is 16.37%. This was made up of a growth return of 16.37% and an income return of 0%. These returns were calculated as at 31 Oct 2015.

The asset allocation of the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund is :

Australian Equities
97.06%
Cash
2.94%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Oct 2015, the size of the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund was $1.41 million.

The AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund has an inception date of 19 May 2012.

The current entry price of the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund is $1.6488 per unit and the current exit price is $1.6488 per unit (as at 13 Nov 2015).

The current exit price of the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund is $1.6488 per unit and the current entry price is $1.6488 per unit (as at 13 Nov 2015).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - Hyperion Australian Growth Comp managed fund is $5,000. 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.