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Morningstar Fund Report

AMP SigSup-AMP High Growth

Retail

Fund Report | Report generated 04 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund 14.24 14.38 -1.49 0.80
+/- Cat 0.03 3.52 -1.41 -1.22
+/- Index -2.52 -0.52 -4.26 -0.12

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.44 -0.12 0.47 100 / 189
3 Month -1.68 -0.23 0.97 107 / 190
1 Year -0.72 -1.93 -1.63 145 / 186
3 Year 6.07 0.18 -2.18 69 / 171
5 Year 9.36 -0.13 -3.08 78 / 164

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.31 7.6 8.47
Sharpe Ratio 0.53 0.5 0.71
R-Squared 92.86 90.55 --
Beta 0.83 0.85 --
Alpha -1.13 -1.46 --

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)
120.60
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 38.476
International Equity 41.723
Listed Property 4.390
Unlisted Property 0.000
Domestic Fixed Interest 7.969
International Fixed Interest 0.249
Cash 7.197
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 01 Dec 2016

APIR Code AMP0774AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.3413
Exit Price $ 2.3413
Exit Price
1 Week Change $
-0.0034

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

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) 1.3900
Max Management Fee pa 0.65%
Max Admin Fee pa 0.74%
Performance Fee pa
(01 Jul 2015)
0.02%
Max Brokerage 0.0000