Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

AMP SigSup-FD High Growth

Retail

Fund Report | Report generated 17 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 15.04 12.37 0.57 8.67
+/- Cat 0.83 1.51 0.64 1.51
+/- Index -1.72 -2.52 -2.21 0.64

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.27 0.17 -0.72 73 / 189
3 Month 4.26 0.62 -0.73 42 / 189
1 Year 7.58 0.47 -1.67 56 / 185
3 Year 7.96 1.28 -1.45 25 / 170
5 Year 12.09 1.08 -2.25 32 / 167

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.26 7.79 8.72
Sharpe Ratio 0.78 0.58 0.82
R-Squared 94.73 90.68 --
Beta 0.81 0.85 --
Alpha -0.1 -1.64 --

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 30 Nov 2016)
378.65
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 36.730
International Equity 40.750
Listed Property 1.650
Unlisted Property 1.120
Domestic Fixed Interest 0.000
International Fixed Interest 3.710
Cash 3.230
Other 12.810

Morningstar Sustainability Rating Learn more

Quick Stats

as at 13 Jan 2017

APIR Code AMP0801AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.4583
Exit Price $ 2.4529
Exit Price
1 Week Change $
-0.0182

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
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) 1.4400
Max Management Fee pa 0.74%
Max Admin Fee pa 0.70%
Performance Fee pa
(01 Jul 2015)
0.16%
Max Brokerage 0.0000