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  5. AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities - Managed fund profile

AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities - Managed Fund (Closed)

Fund Objective
To outperform the S&P/ASX 300 Accumulation Index over the medium term before fees by using a range of disciplined enhancement strategies.
Fund Strategy
The portfolio is managed by replicating the index on approximately 90% of the portfolio before using a range of disciplined, risk-controlled enhancement strategies to add value on the remaining portion.

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 4.41% -6.35% -6.99% 0.1% 3.36% 10.14% 7.61% -%
Growth return 4.41% -6.35% -6.99% 0.1% 3.36% 10.14% 7.61% -%
Income return 0% 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 - Macquarie Enhanced Australian Equities
Australian Equities
99.04%
Cash
0.96%
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 - Macquarie Enhanced Australian Equities
Closed
AMP Superannuation Limited
AMP1223AU
Equity Australia Large Blend
starstarstar (as at 31 Oct 2015)
Allocated Pension
13 Sep 2008
$0 million (as at 31 Oct 2015)
$1.44168 (as at 13 Nov 2015)
$1.44168 (as at 13 Nov 2015)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.74% (as at 31 Dec 2012)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Sep 2017)

Holding (as at 30 Sep 2017) Type % of Portfolio
Cash & Cash Equivalents Cash 99.87%
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FAQs about the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities

The objective of the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund is To outperform the S&P/ASX 300 Accumulation Index over the medium term before fees by using a range of disciplined enhancement strategies.

The strategy of the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund is The portfolio is managed by replicating the index on approximately 90% of the portfolio before using a range of disciplined, risk-controlled enhancement strategies to add value on the remaining portion.

The APIR code of the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund is AMP1223AU.

AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities’s total return last month was 4.41%. This was made up of a growth return of 4.41% and an income return of 0%. These returns were calculated as at 31 Oct 2015.

AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities’s total return for the last three months was -6.35%. This was made up of a growth return of -6.35% and an income return of 0%%. These returns were calculated as at 31 Oct 2015.

AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities’s one-year total return is 0.1%. This was made up of a growth return of 0.1% and an income return of 0%. These returns were calculated as at 31 Oct 2015.

AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities’s one-year total return is 10.14%. This was made up of a growth return of 10.14% and an income return of 0%. These returns were calculated as at 31 Oct 2015.

The asset allocation of the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund is :

Australian Equities
99.04%
Cash
0.96%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund is AMP Superannuation Limited.

The AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Oct 2015, the size of the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund was $0 million.

The AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund has an inception date of 13 Sep 2008.

The current entry price of the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund is $1.44168 per unit and the current exit price is $1.44168 per unit (as at 13 Nov 2015).

The current exit price of the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities managed fund is $1.44168 per unit and the current entry price is $1.44168 per unit (as at 13 Nov 2015).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - Macquarie Enhanced Australian Equities 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.