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AMP Capital Global Property Securities H
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General Information
Fund Name AMP Capital Global Property Securities H
Manager AMP Capital Investors Limited
APIR Code AMP1073AU  
Sector/Asset Class Equity Global Real Estate  
Morningstar Rating  (as at 31st May 2013)  
Morningstar Recommendation Login now to view this recommendation.  
Legal Structure Investment Fund  
Fund Inception 10th Apr 2006
Fund Size $21.91 million (as at 30th Apr 2013) 
Entry Price $0.68568 (as at 17th Jun 2013) 
Exit Price $0.6809 (as at 17th Jun 2013) 
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Fund Performance (as at 31st May 2013)   NOTE : returns for periods greater than 1 year are annualised
  1 Month
%		 3 Month
%		 6 Month
%		 1 Year
% p.a.		 2 Year
% p.a.		 3 Year
% p.a.		 5 Year
% p.a.		 10 Year
% p.a.
Total Return -4.9 4.41 12.77 25.53 11.48 17.5 4.31 -
Growth Return -4.90 4.12 12.12 24.23 3.68 11.01 -0.49 -
Income Return 0.00 0.29 0.65 1.30 7.80 6.49 4.80 -
Morningstar Index
(Mstar PG ITr Equity Gl Real Estate Idx)  
Total Return -5.02 3.51 12.27 24.85 10.54 15.35 1.36 8.72
Market Index
(UBS Global Investors Ex AUS NR Hdg AUD)
Total Return -5.65 3.41 12.32 24.85 11.48 18.89 4.40 -


Asset Allocation (as at 30th Apr 2013)  
Domestic Shares 0%
International Shares 0%
Cash 2.2861%
Listed Property 97.7139%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark (FTSE EPRA/NAREIT Developed Rental Index Hedged in AUD Net TRI) on a rolling 3 year basis.
Fund Strategy The Fund invests primarily in Real Estate Investment Trusts (REITs) and property securities companies listed on share markets around the world. The Fund may hold up to 10% in cash. Where it is consistent with the Fund's investment objectives, the Fund may also invest in other financial products such as managed funds and securities.

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Offer Information
Entry Fee via InvestSMART 0%
Indirect Cost Ratio (ICR) 1.27% (as at 31st Dec 2009)
Minimum Initial Investment $30,000
Minimum Additional Investments $5,000
Minimum Redemption Amount $5,000

Top 10 Holdings (as at 31st May 2013)
Holding Type % of Portfolio
Simon Property Group Inc Equity 9.51
Login now to view the complete list of holdings.

MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund



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