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AMP Capital Responsible Inv Leaders Aus Share W/S

Ranked 57 out of 249 in - Australia over 12 months
All calculations are in AUD unless stated

Managed by

Duy To

Objective

To provide high returns over the long term, whilst accepting high levels of volatility, by investing in shares listed on the Australian Securities Exchange. The shares are managed using a Responsible Investment approach. This option aims to provide a total return, after costs and before tax, higher than the return from the S&P/ASX 200 Accumulation Index on a rolling 5 year basis. The portfolio may invest up to 10% in cash and fixed interest securities, if these investments are seen to add value or assist in managing risk. However, in certain market conditions, the portfolio may hold higher levels of cash.

Performance

Australia over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0% 9.2%
2017 11.4% 3.6% -1.1% 0.5% 8.2%
2016 4.8% -4.4% 2.7% 3.1% 3.6%
2015 5.1% 10.7% -7.3% -5.0% 7.8%
2014 4.7% 2.1% -0.7% -0.9% 4.2%
2013 24.6% 8.7% -0.1% 10.1% 4.3%
2012 19.2% 9.1% -5.9% 7.4% 8.1%
2011 -11.4% 3.4% -4.5% -12.2% 2.2%
2010 -2.2% 0.7% -12.8% 7.4% 3.7%
2009 36.3% -1.4% 9.9% 21.0% 3.9%
2008 -37.9% -14.9% -2.0% -9.8% -17.6%
2007 15.5% 7.6% 5.4% 5.4% -3.4%
2006 1.1% 3.6% 10.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date17/12/2004
  • Share Class size02Mn
  • Base currencyAUD
  • ISIN AU60AMP11528

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.87%
  • Initial investment0.00%

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