InvestSMART

AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) - Managed Fund

Fund Objective
To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax.
Fund Strategy
The Specialist International Share (Hedged) Fund (referred to in this Fund profile as the 'Fund') primarily invests in a diversified portfolio of listed international shares and blends specialist investment managers from around the world.

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 -0.69% 2.39% 8.32% 30.47% 19.07% 6.37% 9.99% 9.55%
Growth return -0.69% 2.39% 8.32% 30.47% 19.07% 6.37% 9.99% 9.55%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - SignatureSuper Allocated Pension - Specialist International Shares (H)
International Equities
98.14%
Cash
1.86%
Australian Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
International Equities
98.08%
Cash
1.43%
Australian Equities
0.07%
Property
0.41%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP - SignatureSuper Allocated Pension - Specialist International Shares (H)
AMP1156AU
Equity World - Currency Hedged
starstarstarstar (as at 31 Oct 2024)
Allocated Pension
30 Aug 2007
$62.73 million (as at 30 Sep 2024)
$3.0513 (as at 20 Nov 2024)
$3.0513 (as at 20 Nov 2024)
Open
Offer information
Type Description
MER 0.92% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 0.57% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0.05
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 30 Jun 2013)

Holding (as at 30 Jun 2013) Type % of Portfolio
Orbis Global Equity Mutual Fund - Separate Account 17.60%
Login now to view the complete list of holdings.

FAQs about the AMP - SignatureSuper Allocated Pension - Specialist International Shares (H)

The objective of the AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) managed fund is To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax.

The strategy of the AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) managed fund is The Specialist International Share (Hedged) Fund (referred to in this Fund profile as the 'Fund') primarily invests in a diversified portfolio of listed international shares and blends specialist investment managers from around the world.

The APIR code of the AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) managed fund is AMP1156AU.

AMP - SignatureSuper Allocated Pension - Specialist International Shares (H)’s total return last month was -0.69%. This was made up of a growth return of -0.69% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Specialist International Shares (H)’s total return for the last three months was 2.39%. This was made up of a growth return of 2.39% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Specialist International Shares (H)’s one-year total return is 30.47%. This was made up of a growth return of 30.47% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AMP - SignatureSuper Allocated Pension - Specialist International Shares (H)’s one-year total return is 6.37%. This was made up of a growth return of 6.37% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) managed fund is :

International Equities
98.14%
Cash
1.86%
Australian Equities
0%
Property
0%
Alternatives
0%

The AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 30 Sep 2024, the size of the AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) managed fund was $62.73 million.

The AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) managed fund has an inception date of 30 Aug 2007.

The current entry price of the AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) managed fund is $3.0513 per unit and the current exit price is $3.0513 per unit (as at 20 Nov 2024).

The current exit price of the AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) managed fund is $3.0513 per unit and the current entry price is $3.0513 per unit (as at 20 Nov 2024).

The minimum initial investment amount for the AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) 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.