Breaking News
Upgrade 0
🔮 Are you bullish or bearish on Tesla right now?
Ask WarrenAI
Close

Rl Investment Linked Personal Superannuation Portfolio Plan (LP68042503)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
91.068 +0.040    +0.04%
19/06 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60AMP04051 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
AMP Investment Linked Personal Superannuation Port 91.068 +0.040 +0.04%

LP68042503 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AMP Investment Linked Personal Superannuation Port (LP68042503) fund. Our AMP Investment Linked Personal Superannuation Port portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 6.390 6.930 0.540
Shares 72.040 72.050 0.010
Bonds 8.920 8.930 0.010
Convertible 0.080 0.080 0.000
Other 12.560 17.930 5.370

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.879 16.720
Price to Book 2.360 2.106
Price to Sales 1.932 2.127
Price to Cash Flow 9.946 9.845
Dividend Yield 2.991 3.104
5 Years Earnings Growth 9.037 9.235

Sector Allocation

Name  Net % Category Average
Financial Services 22.800 19.794
Technology 15.420 13.833
Healthcare 9.900 9.978
Consumer Cyclical 9.720 8.959
Industrials 9.300 9.455
Basic Materials 8.200 8.664
Communication Services 6.250 6.719
Energy 5.220 4.794
Consumer Defensive 4.910 5.249
Utilities 4.770 4.048
Real Estate 3.520 9.279

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 5,946

Number of short holdings: 389

Name ISIN Weight % Last Change %
Macquarie Wholesale Australian Fixed Interest Fund Class C Ipac - 10.47 - -
Macquarie Global Listed Real Estate Fund Class C Ipac - 4.05 - -
  Commonwealth Bank Australia AU000000CBA7 2.92 182.530 -0.18%
Coolabah Active Global Bond Fund Zero Fee Class - 2.80 - -
  BHP Group Ltd AU000000BHP4 2.48 36.210 +0.22%
  Apple US0378331005 1.73 201.00 +2.25%
  CSL AU000000CSL8 1.52 240.21 +0.63%
  NVIDIA US67066G1040 1.44 143.85 -1.12%
  Microsoft US5949181045 1.34 477.40 -0.59%
  National Australia Bank AU000000NAB4 1.24 38.910 -0.54%

Top Equity Funds by Resolution Life

  Name Rating Total Assets YTD% 3Y% 10Y%
  North Index Balanced 5.31B 3.08 8.60 6.92
  Ipac Select Index Balanced 5.31B 3.08 8.60 6.92
  Ipac Select Index Growth 3.27B 3.11 9.97 8.02
  North Index Growth 3.27B 3.11 9.97 8.02
  Ipac Select Index High Growth 2.83B 3.19 11.42 9.12
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

LP68042503 Comments

Write your thoughts about Rl Investment Linked Personal Superannuation Portfolio Plan
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email