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Morningstar Fund Report

AMP FLTP-Ironbark Karara Australian shr

Retail

Fund Report | Report generated 26 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: AMP FLTP-Ironbark Karara Australian shr
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 May-17
Fund 16.55 2.46 -3.26 12.24
+/- Cat -1.74 -3.05 -3.16 2.17
+/- Index -0.89 -3.22 -3.81 -1.66

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.81 -0.55 -0.06 36 / 62
3 Month 0.89 -0.55 -0.63 41 / 62
1 Year 9.17 2.51 -1.93 22 / 62
3 Year 2.99 -1.55 -3.05 44 / 58
5 Year 10.48 -1.12 -1.44 43 / 58

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 12.42 12.12 12.59
Sharpe Ratio 0.12 0.24 0.36
R-Squared 95.7 87.72 --
Beta 0.97 0.9 --
Alpha -2.79 -1.17 --

Fund Details

Fund Inception 20 Sep 2004
Responsible Entity AMP Superannuation Limited
Fund Manager Karara Capital Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
5.74
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 May 2017

Size | Large Style | Growth

Asset Allocation

% as at 31 May 2017

Domestic Equity 96.812
International Equity 0.000
Listed Property 1.923
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.265
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Jun 2017

APIR Code AMP0887AU
Legal Type Term Allocated Pension
Status Open
Category Equity Australia Large Growth
Entry Price $ 3.6593
Exit Price $ 3.6593
Exit Price
1 Week Change $
-0.0233

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
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) 2.1500
Max Management Fee pa 0.74%
Max Admin Fee pa 1.40%
Performance Fee pa
(30 Jun 2016)
0.00%
Max Brokerage 0.4000