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AMP Capital Equity Wholesale

Ranked 102 out of 255 in - Australia over 12 months
All calculations are in AUD unless stated

Managed by

Genevieve Murray

Objective

The Fund aims to provide investors with high returns over the long term through investment in a portfolio of Australian securities listed, or about to be listed, on the Australian Securities Exchange. Investment is diversified across a range of industries and sectors, with a focus on the largest 200 companies. Considering companies for inclusion in the Funds portfolio involves identifying companies which we believe are under valued in relation to their projected earning potential, based on our investment philosophy that earnings drive share prices.

Performance

Australia over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 8.5%
2017 9.4% 2.3% -1.7% 0.9% 7.8%
2016 5.9% -5.3% 3.1% 3.2% 5.1%
2015 3.6% 9.9% -6.7% -5.1% 6.5%
2014 9.4% 2.5% 2.1% 0.5% 4.0%
2013 19.5% 7.1% -0.2% 8.5% 3.1%
2012 21.9% 8.0% -4.3% 9.9% 7.3%
2011 -10.1% 3.0% -3.1% -12.5% 2.9%
2010 0.0% 1.3% -11.7% 7.3% 4.2%
2009 36.3% -1.9% 9.2% 23.0% 3.4%
2008 -35.0% -16.1% 1.5% -10.1% -15.1%
2007 18.9% 7.6% 4.2% 6.6% -0.6%
2006 22.3% 10.8% 0.7% -0.9% 10.7%
2005 10.9% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date10/05/2000
  • Share Class size135Mn
  • Base currencyAUD
  • ISIN AU60AMP04457

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.71%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).