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Morningstar Fund Report

AMP MFIP-Ironbark Karara Australian Shar

Retail

Fund Report | Report generated 26 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 16.36 2.28 -3.43 14.00
+/- Cat -1.92 -3.22 -3.33 2.36
+/- Index -1.07 -3.39 -3.99 -1.92

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.55 -0.35 -0.78 52 / 62
3 Month 3.56 0.44 -1.25 30 / 62
1 Year 19.38 4.36 -1.11 13 / 60
3 Year 4.17 -1.66 -3.36 52 / 58
5 Year 9.50 -1.09 -1.60 49 / 58

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 12.23 12.03 12.45
Sharpe Ratio 0.21 0.35 --
R-Squared 95.47 87.69 --
Beta 0.96 0.91 --
Alpha -2.98 -1.08 --

Fund Details

Fund Inception 16 Mar 2005
Responsible Entity AMP Life Limited
Fund Manager Karara Capital Limited
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
1.59
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Mar 2017

Size | Large Style | Growth

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 96.265
International Equity 0.000
Listed Property 2.749
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.986
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code AMP0983AU
Legal Type Allocated Pension
Status Open
Category Equity Australia Large Growth
Entry Price $ 3.8085
Exit Price $ 3.8085
Exit Price
1 Week Change $
--

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 (30 Jun 2016) 0.8800
Max Management Fee pa 2.38%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
0.05%
Max Brokerage 0.4000