Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

AMP Capital Specialist Geared Australian Share A

Ranked 26 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 through geared exposure to securities listed (or about to be listed) on the Australian Securities Exchange. The objective of the Funds portfolio before gearing is applied, is to provide a total return (income and capital growth), after costs and before tax, above the Funds performance benchmark on a rolling 3 year basis.

Performance

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

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -8.3% 15.7%
2017 15.6% 7.2% -3.8% -0.1% 12.2%
2016 12.5% -8.7% 5.1% 7.9% 8.7%
2015 1.3% 18.1% -13.4% -12.0% 12.6%
2014 5.0% 1.2% 0.3% -2.8% 6.4%
2013 33.4% 14.1% -4.2% 16.1% 5.2%
2012 29.7% 12.6% -9.5% 14.8% 10.9%
2011 -19.0% 4.6% -7.7% -18.5% 3.0%
2010 -2.0% -0.2% -20.2% 14.1% 7.9%
2009 67.5% -8.9% 21.7% 41.1% 7.1%
2008 -67.3% -31.2% -10.1% -19.5% -34.5%
2007 21.0% 10.6% 7.4% 6.7% -4.5%
2006 40.4% 16.3% -2.4% 3.0% 20.0%
2005 17.8% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date06/02/2004
  • Share Class size13Mn
  • Base currencyAUD
  • ISIN AU60AMP09696

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management1.10%
  • 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).