Enhanced Index Share Fund

The Enhanced Index Share Fund gives investors access to a diversified portfolio of shares and other securities listed on the Australian Stock Exchange. The Fund is managed using an 'enhanced index' approach to investment.

Key features

  • Aims to match the performance of the Australian share market, specifically the S&P/ASX 200 Accumulation Index
  • Provides the opportunity to also enhance or beat the benchmark index returns by applying return enhancement techniques.  These include market-making in shares, participating in share floats, placements and sub-underwriting. As a result, we take on slightly higher levels of risk than a pure index fund, relative to the benchmark
  • Suitable for clients seeking a passive style of share investment

Fund facts

APIR code AMP0257AU (Class A units)
AMP0271AU (Wholesale units)
Fund aim To consistently outperform the benchmark on a rolling 12 months basis
Risk level High
Time frame 5 to 7 years
Inception date 03 Dec 1997 (Class A units)
05 Sep 1995 (Wholesale units)
Benchmark S&P/ASX 200 Accumulation Index
Secure Services
More Information
Fund update
Performance report
Jun 2008 (PDF 67Kb)
PDS
(PDF 1.41 Mb)

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