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Morningstar Fund Report

AMP SigSup AP-AMP All Growth

Retail

Fund Report | Report generated 23 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: AMP SigSup AP-AMP All Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 May-17
Fund 17.00 14.26 -2.73 12.93
+/- Cat 1.34 2.03 -2.84 0.04
+/- Index 0.24 -0.63 -5.50 -0.18

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.35 0.09 0.18 48 / 127
3 Month 4.14 0.08 -0.35 53 / 127
1 Year 10.41 -0.27 -0.14 60 / 126
3 Year 7.79 -0.39 -2.31 64 / 114
5 Year 12.70 0.41 -1.56 40 / 114

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.95 8.24 8.6
Sharpe Ratio 0.64 0.71 0.91
R-Squared 94.45 89.92 --
Beta 1.01 0.91 --
Alpha -2.19 -1.33 --

Fund Details

Fund Inception 30 Aug 2007
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
0.75
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 45.180
International Equity 41.460
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 5.930
Other 7.420

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jun 2017

APIR Code AMP1127AU
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 1.3925
Exit Price $ 1.3925
Exit Price
1 Week Change $
-0.0189

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 (30 Jun 2016) 1.4100
Max Management Fee pa 0.70%
Max Admin Fee pa 0.70%
Performance Fee pa
(30 Jun 2016)
0.01%
Max Brokerage 0.0000