Amplify Global Equity Fund (USD)
The fund seeks to achieve long-term capital growth by outperforming the MSCI World in USD across market cycles.
Fund Summary
The fund seeks to achieve long-term capital growth by outperforming the MSCI World in USD across market cycles.
Risk Profile
Aggressive
Solution Launch Date
17 May 2023
Fund Classification
Global Large-Cap Blend Equity
Fund Size
USD 318.5 million
Performance
Investment growth since inception
The investment performance is for illustrative purposes only and is calculated by taking the actual initial fees and all ongoing fees into account for the amount shown. Income is reinvested on the reinvestment date.
Annualised Returns | Fund | Benchmark |
---|---|---|
1 year | 21.47 | 32.43 |
3 year | 6.33 | 9.08 |
5 year | 13.22 | 13.04 |
10 year | 11.02 | 10.07 |
Since inception | 9.0 | 5.28 |
Highest and Lowest Annual Returns over 10 years | |||
---|---|---|---|
FUND | BENCH |
||
Highest Annual % | 52.76 | 54.3 | |
Lowest Annual % | -38.7 | -47.12 |
Updated: 2024-09-30
Asset allocation (%)
Source: Morningstar
Updated: 2024-07-31
Literature & Factsheets
Fund Manager
An independent, employee-owned global investment Manager dedicated to high conviction, sustainable growth investing over 60 years with a successful long-term track record of outperformance while taking lower risk.
Fund Commentary
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