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 FLTP-Ironbark Karara Australian shr

Retail

Fund Report | Report generated 03 Dec 2016 |

Performance

31 Oct 2016

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 Oct-16
Fund 16.55 2.46 -3.26 2.10
+/- Cat -1.74 -3.05 -3.16 0.43
+/- Index -0.89 -3.22 -3.81 -0.79

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.88 0.69 0.27 24 / 69
3 Month -3.46 0.56 -0.25 24 / 69
1 Year 3.71 0.55 -2.40 29 / 67
3 Year 0.97 -2.28 -2.90 59 / 64
5 Year 8.04 -1.20 -1.13 52 / 64

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 12.18 12.22 12.48
Sharpe Ratio -0.05 0.14 0.18
R-Squared 95.52 88.7 --
Beta 0.95 0.92 --
Alpha -2.76 -0.45 --

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 31 Oct 2016)
5.41
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 96.822
International Equity 0.000
Listed Property 2.830
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.348
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 01 Dec 2016

APIR Code AMP0887AU
Legal Type Term Allocated Pension
Status Open
Category Equity Australia Large Growth
Entry Price $ 3.5315
Exit Price $ 3.5315
Exit Price
1 Week Change $
0.0285

Morningstar Ratings

Overall 2
3 Year 1
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 (01 Jul 2015) 2.1500
Max Management Fee pa 0.74%
Max Admin Fee pa 1.41%
Performance Fee pa
(01 Jul 2015)
0.00%
Max Brokerage 0.4000