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Morningstar Fund Report

AMP SigSup-FD High Growth

Retail

Fund Report | Report generated 30 Mar 2017 |

Performance

28 Feb 2017

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 Feb-17
Fund 15.04 12.37 0.57 9.67
+/- Cat 0.83 1.51 0.64 1.59
+/- Index -1.72 -2.52 -2.21 1.41

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.44 0.00 -0.31 107 / 186
3 Month 4.22 0.23 0.01 68 / 186
1 Year 14.55 1.34 -0.09 40 / 180
3 Year 7.93 1.28 -0.96 20 / 171
5 Year 11.07 1.03 -2.08 26 / 163

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.06 7.63 --
Sharpe Ratio 0.8 0.59 --
R-Squared 94.39 90.08 --
Beta 0.8 0.84 --
Alpha 0.36 -1.21 --

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 28 Feb 2017)
400.11
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 36.770
International Equity 40.640
Listed Property 1.670
Unlisted Property 1.060
Domestic Fixed Interest 0.000
International Fixed Interest 3.590
Cash 4.000
Other 12.270

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Mar 2017

APIR Code AMP0801AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.5020
Exit Price $ 2.4965
Exit Price
1 Week Change $
-0.0105

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 (30 Jun 2016) 1.4400
Max Management Fee pa 0.74%
Max Admin Fee pa 0.70%
Performance Fee pa
(30 Jun 2016)
0.16%
Max Brokerage 0.0000