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Morningstar Fund Report

AMP SigSup-AMP All Growth

Retail

Fund Report | Report generated 23 Aug 2017 |

Performance

31 Jul 2017

Growth of $10,000

Fund
Fund: AMP SigSup-AMP All Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jul-17
Fund 15.55 -3.78 10.69 0.01
+/- Cat 4.69 -3.70 -0.94 0.15
+/- Index 0.66 -6.55 -0.91 0.72

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.01 0.15 0.72 48 / 174
3 Month -0.63 -0.24 1.26 93 / 174
1 Year 7.60 -0.07 0.73 75 / 174
3 Year 6.43 -0.30 -2.26 78 / 161
5 Year 11.22 0.46 -2.13 44 / 149

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.56 7.7 8.69
Sharpe Ratio 0.52 0.6 0.76
R-Squared 89.93 90.42 --
Beta 0.93 0.84 --
Alpha -1.69 -1.03 --

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)
39.34
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 45.180
International Equity 41.460
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 5.930
Other 7.420

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 18 Aug 2017

APIR Code AMP0773AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.5665
Exit Price $ 2.5600
Exit Price
1 Week Change $
0.0102

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0110

Annual

ICR pa (30 Jun 2016) 1.4400
Max Management Fee pa 0.70%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2016)
0.01%
Max Brokerage 0.0000