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Morningstar Fund Report

AMP FLTP-AMP High Growth

Retail

Fund Report | Report generated 26 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 14.32 14.42 -1.69 7.95
+/- Cat -1.35 2.19 -1.81 -2.59
+/- Index -2.45 -0.47 -4.47 -2.60

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.58 -0.32 -0.54 111 / 127
3 Month 2.02 -0.78 -0.31 117 / 126
1 Year 11.17 -2.75 -3.95 112 / 123
3 Year 7.41 -0.81 -2.77 71 / 114
5 Year 9.97 -0.92 -3.01 87 / 114

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.58 8.22 --
Sharpe Ratio 0.69 0.72 --
R-Squared 94.72 89.69 --
Beta 0.86 0.91 --
Alpha -1.55 -1.34 --

Fund Details

Fund Inception 20 Sep 2004
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
0.21
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 33.947
International Equity 44.532
Listed Property 4.454
Unlisted Property 0.000
Domestic Fixed Interest 5.654
International Fixed Interest 2.955
Cash 8.462
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code AMP0899AU
Legal Type Term Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 2.3232
Exit Price $ 2.3232
Exit Price
1 Week Change $
--

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) 2.0600
Max Management Fee pa 0.65%
Max Admin Fee pa 1.41%
Performance Fee pa
(30 Jun 2016)
0.02%
Max Brokerage 0.4000