The AMG Managed and Sector Pool Returns will be updated approximately on 15 days after the end of each month.
Please find below the Net Rate of Return for our AMG Managed and Sector Pools as at 31 December 2009.
Net of investment and administration fees (other than administration fees deducted directly from a member's account) Excludes Adviser fees. The 3 year and 5 year returns are compound averages. Past performance is not a reliable indicator of future performance. See the PDS for further details of Investment Management fees and Investment Objectives and strategy.
AMG Managed Pools
1 month
3 month
FYTD
1 Year
3 Year (Ann.)
5 Year (Ann.)
7 Year
(Ann.)
AMG High Growth Unit
1.26%
1.14%
15.03%
30.35%
-4.33%
3.84%
7.95%
AMG Managed Growth Unit
1.10%
12.97%
24.67%
-2.22%
4.26%
7.73%
AMG Balanced Unit
0.95%
1.19%
11.07%
19.97%
-0.36%
4.76%
6.90%
AMG Capital Stable Unit
0.75%
1.07%
8.49%
14.40%
1.22%
5.04%
5.78%
AMG Conservative Unit
0.67%
0.97%
6.75%
10.76%
4.30%
5.56%
5.70%
AMG Sector Pools
AMG Australian Equities Unit
1.98%
-0.16%
24.83%
56.04%
-2.09%
5.43%
10.04%
AMG International Equities Unit
1.57%
4.75%
19.49%
42.65%
-2.98%
3.18%
6.92%
AMG List Property Trusts Unit
0.99%
1.38%
13.81%
23.87%
-21.76%
-5.34%
1.01%
AMG Australian Fixed Interest Unit
0.33%
3.95%
4.46%
5.60%
5.21%
4.61%
AMG International Fixed Interest Unit
0.41%
0.39%
3.44%
6.13%
7.31%
6.27%
5.44%
AMG Cash Unit
1.02%
2.45%
3.60%
5.20%
5.09%
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Prepared by the Superannuation Stakeholder Group