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About

Morningstar Fund Report

AMP SigSup-AMP Cash Plus

Retail

Fund Report | Report generated 20 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: AMP SigSup-AMP Cash Plus
Index
Index: RBA Bank accepted Bills 90 Days
Category
Category: Australian Cash

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 1.57 1.28 1.08 0.16
+/- Cat 0.24 0.27 0.41 0.05
+/- Index -0.94 -0.91 -0.69 -0.13

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.07 0.01 -0.07 31 / 106
3 Month 0.25 0.09 -0.17 22 / 106
1 Year 1.03 0.40 -0.72 30 / 105
3 Year 1.27 0.31 -0.83 24 / 98
5 Year 1.60 0.38 -0.79 15 / 95

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 0.09 0.35 0.1
Sharpe Ratio -12.18 -15.65 --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 03 Nov 2003
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2017)
296.04
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 86.689
International Fixed Interest 0.000
Cash 13.311
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 18 Sep 2017

APIR Code AMP0771AU
Legal Type Superannuation Fund
Status Open
Category Australian Cash
Entry Price $ 1.5140
Exit Price $ 1.5140
Exit Price
1 Week Change $
0.0002

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

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) 0.9900
Max Management Fee pa 0.25%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000