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Morningstar Fund Report

AMP MFIP-Ironbark Karara Australian Shar

Retail

Fund Report | Report generated 23 Jan 2017 |

Performance

31 Dec 2016

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 Dec-16
Fund 16.36 2.28 -3.43 10.08
+/- Cat -1.92 -3.22 -3.33 1.84
+/- Index -1.07 -3.39 -3.99 -0.51

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.97 0.31 -0.40 43 / 67
3 Month 5.81 2.08 0.62 11 / 67
1 Year 11.87 4.61 0.08 12 / 65
3 Year 3.19 -2.31 -3.40 59 / 62
5 Year 10.40 -1.30 -1.45 54 / 62

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 12.46 12.4 12.73
Sharpe Ratio 0.13 0.31 0.38
R-Squared 95.58 89.03 --
Beta 0.96 0.92 --
Alpha -3.07 -0.71 --

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 30 Nov 2016)
1.55
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Dec 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 95.850
International Equity 0.000
Listed Property 3.311
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.839
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP0983AU
Legal Type Allocated Pension
Status Open
Category Equity Australia Large Growth
Entry Price $ 3.7538
Exit Price $ 3.7538
Exit Price
1 Week Change $
-0.0331

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 (31 Dec 2012) 0.8800
Max Management Fee pa 2.38%
Max Admin Fee pa --
Performance Fee pa
(31 Dec 2012)
0.05%
Max Brokerage 0.4000