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  5. AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares - Managed fund profile

AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares - Managed Fund

Fund Objective
To provide high returns over the long term through geared exposure to securities listed on the Australian Securities Exchange. The aim is to manage gearing to a level that is supported by expected income. Therefore an investor can gain greater exposure to the Australian share market than an investor with a non-geared exposure.
Fund Strategy
The objective of the investment portfolio before gearing is applied is to provide a total return (income and capital growth) after costs and before tax, above the S&P/ASX 200 Accumulation Index on a rolling three-year basis. The strategy invests in a diversified portfolio of equities listed on the Australian Securities Exchange (ASX).

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 4.75% 13.49% 10.09% 38.53% 28.34% 11.68% 12.78% 13.97%
Growth return -3.71% 1.35% 12.61% 45.31% 19.32% 10.53% 12.21% 12.61%
Income return 8.46% 12.14% -2.52% -6.78% 9.02% 1.15% 0.57% 1.36%
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 30 Sep 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares
Australian Equities
84.62%
International Equities
5.37%
Cash
5.23%
Property
4.78%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.16%
International Equities
4.29%
Cash
0.03%
Property
2.10%
Fixed Interest
0.40%
Alternatives
0.02%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares
AMP1154AU
Equity Australia Large Geared
starstarstar (as at 30 Sep 2024)
Allocated Pension
30 Aug 2007
$38.06 million (as at 31 Aug 2024)
$2.66754 (as at 1 Nov 2024)
$2.66754 (as at 1 Nov 2024)
Open
Offer information
Type Description
MER 1.88% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 1.50% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0.31
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
AMP Cap PST-Enhanced Index Share Port Mutual Fund - Open End 33.59%
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FAQs about the AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares

The objective of the AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares managed fund is To provide high returns over the long term through geared exposure to securities listed on the Australian Securities Exchange. The aim is to manage gearing to a level that is supported by expected income. Therefore an investor can gain greater exposure to the Australian share market than an investor with a non-geared exposure.

The strategy of the AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares managed fund is The objective of the investment portfolio before gearing is applied is to provide a total return (income and capital growth) after costs and before tax, above the S&P/ASX 200 Accumulation Index on a rolling three-year basis. The strategy invests in a diversified portfolio of equities listed on the Australian Securities Exchange (ASX).

The APIR code of the AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares managed fund is AMP1154AU.

AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares’s total return last month was 4.75%. This was made up of a growth return of -3.71% and an income return of 8.46%. These returns were calculated as at 30 Sep 2024.

AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares’s total return for the last three months was 13.49%. This was made up of a growth return of 1.35% and an income return of 12.14%%. These returns were calculated as at 30 Sep 2024.

AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares’s one-year total return is 38.53%. This was made up of a growth return of 45.31% and an income return of -6.78%. These returns were calculated as at 30 Sep 2024.

AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares’s one-year total return is 11.68%. This was made up of a growth return of 10.53% and an income return of 1.15%. These returns were calculated as at 30 Sep 2024.

The asset allocation of the AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares managed fund is :

Australian Equities
84.62%
International Equities
5.37%
Cash
5.23%
Property
4.78%
Fixed Interest
0%
Alternatives
0%

The AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares managed fund belongs to the Equity Australia Large Geared sector/asset class.

As at 31 Aug 2024, the size of the AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares managed fund was $38.06 million.

The AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares managed fund has an inception date of 30 Aug 2007.

The current entry price of the AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares managed fund is $2.66754 per unit and the current exit price is $2.66754 per unit (as at 1 Nov 2024).

The current exit price of the AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares managed fund is $2.66754 per unit and the current entry price is $2.66754 per unit (as at 1 Nov 2024).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - Specialist Geared Australian Shares 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.