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Morningstar Fund Report

AMP SigSup-AMP Cash Plus

Retail

Fund Report | Report generated 04 Dec 2016 |

Performance

31 Oct 2016

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-14 Jun-15 Jun-16 Oct-16
Fund 1.80 1.57 1.28 0.36
+/- Cat 0.38 0.24 0.27 0.23
+/- Index -0.84 -0.94 -0.91 -0.24

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.06 0.00 -0.08 63 / 123
3 Month 0.26 0.20 -0.17 44 / 124
1 Year 1.24 0.41 -0.84 44 / 122
3 Year 1.45 0.33 -0.91 37 / 118
5 Year 1.96 0.41 -0.81 31 / 114

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 0.08 0.19 0.09
Sharpe Ratio -16.6 -18.14 --
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 Oct 2016)
300.42
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 92.790
International Fixed Interest 0.540
Cash 6.670
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 01 Dec 2016

APIR Code AMP0771AU
Legal Type Superannuation Fund
Status Open
Category Australian Cash
Entry Price $ 1.5011
Exit Price $ 1.5011
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 (01 Jul 2015) 0.9900
Max Management Fee pa 0.25%
Max Admin Fee pa 0.74%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage 0.0000