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Morningstar Fund Report

AMP SigSup AP-Arnhem Australian Equity

Retail

Fund Report | Report generated 23 Mar 2017 |  Read the Analyst Research Report

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP SigSup AP-Arnhem Australian Equity
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 17.32 3.14 -2.61 11.74
+/- Cat -0.96 -2.37 -2.51 3.24
+/- Index -0.11 -2.54 -3.17 -0.46

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.13 0.94 -0.12 9 / 62
3 Month 5.17 1.26 -0.71 20 / 62
1 Year 23.64 7.70 1.51 4 / 60
3 Year 4.21 -0.75 -2.25 41 / 58
5 Year 10.23 -0.06 -0.41 24 / 58

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 12.25 11.94 --
Sharpe Ratio 0.22 0.29 --
R-Squared 95.52 87.61 --
Beta 0.97 0.91 --
Alpha -2.01 -0.97 --

Fund Details

Fund Inception 30 Aug 2007
Responsible Entity AMP Superannuation Limited
Fund Manager Karara Capital Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2017)
2.22
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 28 Feb 2017

Size | Large Style | Growth

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 96.000
International Equity 0.000
Listed Property 3.280
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.720
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Mar 2017

APIR Code AMP1125AU
Legal Type Allocated Pension
Status Open
Category Equity Australia Large Growth
Entry Price $ 1.5489
Exit Price $ 1.5489
Exit Price
1 Week Change $
0.0020

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
10 Year  

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) 1.5000
Max Management Fee pa 0.79%
Max Admin Fee pa 0.71%
Performance Fee pa
(01 Jul 2015)
0.00%
Max Brokerage 0.0000