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Morningstar Fund Report

AMP Pers Super Bd-AMP Aus Share

Retail

Fund Report | Report generated 24 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP Pers Super Bd-AMP Aus Share
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 15.83 5.57 -1.56 8.08
+/- Cat -1.00 1.08 -1.27 -0.53
+/- Index -1.61 -0.11 -2.12 -4.12

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.33 0.24 -0.92 24 / 78
3 Month 4.25 0.51 -1.63 39 / 78
1 Year 14.50 -1.29 -7.63 43 / 74
3 Year 4.46 -0.14 -2.01 40 / 70
5 Year 8.84 -0.52 -1.80 45 / 69

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 10.88 11.27 --
Sharpe Ratio 0.25 0.26 --
R-Squared 97.84 92.07 --
Beta 0.87 0.87 --
Alpha -1.46 -1.21 --

Fund Details

Fund Inception 01 Jan 1986
Responsible Entity AMP Life Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 May 2015)
--
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2014

Domestic Equity 89.889
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 10.111
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Mar 2017

APIR Code AMP0411AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Growth
Entry Price $ 10.7309
Exit Price $ 10.3017
Exit Price
1 Week Change $
-0.1642

Morningstar Ratings

Overall 3
3 Year 3
5 Year 2
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 4.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 4.1667

Annual

ICR pa (31 Dec 2012) 1.7800
Max Management Fee pa 1.32%
Max Admin Fee pa --
Performance Fee pa
(31 Dec 2012)
0.00%
Max Brokerage 0.4000