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Morningstar Fund Report

AMP SigSup-Ironbark Karara Aus share

Retail

Fund Report | Report generated 30 May 2017 |

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: AMP SigSup-Ironbark Karara Aus share
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Apr-17
Fund 15.66 2.79 -2.58 14.55
+/- Cat -1.17 -1.70 -2.29 1.77
+/- Index -1.77 -2.88 -3.14 -2.57

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.14 0.18 0.11 17 / 79
3 Month 5.58 0.60 -1.16 23 / 79
1 Year 15.44 2.38 -2.33 21 / 75
3 Year 4.35 -0.97 -2.92 53 / 71
5 Year 9.15 -0.52 -1.86 41 / 70

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 11 11.24 12.44
Sharpe Ratio 0.24 0.33 0.45
R-Squared 94.75 92 --
Beta 0.86 0.87 --
Alpha -2.16 -1.24 --

Fund Details

Fund Inception 03 Nov 2003
Responsible Entity AMP Superannuation Limited
Fund Manager Karara Capital Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
15.87
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Apr 2017

Size | Large Style | Growth

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 97.594
International Equity 0.000
Listed Property 1.881
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.526
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 May 2017

APIR Code AMP0736AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Growth
Entry Price $ 3.0826
Exit Price $ 3.0826
Exit Price
1 Week Change $
-0.0102

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2016) 1.5300
Max Management Fee pa 0.79%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2016)
0.00%
Max Brokerage 0.0000