Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

AMP SigSup-Res Inv Leaders High Growth

Retail

Fund Report | Report generated 24 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: AMP SigSup-Res Inv Leaders High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 11.99 -2.11 10.53 -0.29
+/- Cat 1.12 -2.03 -1.10 -0.72
+/- Index -2.91 -4.88 -1.10 -0.35

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.50 -0.07 -0.24 120 / 175
3 Month -1.35 -1.26 -0.15 163 / 175
1 Year 6.74 -1.51 -1.16 143 / 175
3 Year 5.46 -1.16 -3.10 126 / 162
5 Year 11.10 0.74 -1.82 36 / 151

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.85 7.65 8.67
Sharpe Ratio 0.41 0.63 0.75
R-Squared 95.79 89.82 --
Beta 1 0.84 --
Alpha -2.89 -0.71 --

Fund Details

Fund Inception 01 Jul 2008
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2017)
3.22
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 33.227
International Equity 44.011
Listed Property 4.564
Unlisted Property 0.000
Domestic Fixed Interest 5.814
International Fixed Interest 3.077
Cash 9.310
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 21 Sep 2017

APIR Code AMP1185AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.6919
Exit Price $ 1.6877
Exit Price
1 Week Change $
-0.0034

Morningstar Ratings

Overall 2
3 Year 1
5 Year 3
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2506

Annual

ICR pa (30 Jun 2016) 1.5900
Max Management Fee pa 0.85%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000