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Morningstar Fund Report

AMP SigSup-Res Inv Leaders High Growth

Retail

Fund Report | Report generated 17 Jan 2017 |

Performance

31 Dec 2016

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-14 Jun-15 Jun-16 Dec-16
Fund 16.62 11.99 -2.11 7.02
+/- Cat 2.40 1.12 -2.03 -0.14
+/- Index -0.15 -2.91 -4.88 -1.01

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.30 0.20 -0.68 69 / 189
3 Month 4.29 0.65 -0.69 38 / 189
1 Year 4.41 -2.70 -4.84 160 / 185
3 Year 5.89 -0.79 -3.52 120 / 170
5 Year 12.08 1.08 -2.26 33 / 167

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 9.11 7.79 8.72
Sharpe Ratio 0.42 0.58 0.82
R-Squared 95.74 90.68 --
Beta 1.02 0.85 --
Alpha -3.41 -1.64 --

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 30 Nov 2016)
2.77
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 39.199
International Equity 42.540
Listed Property 4.346
Unlisted Property 0.000
Domestic Fixed Interest 5.731
International Fixed Interest 0.242
Cash 7.946
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 13 Jan 2017

APIR Code AMP1185AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.6381
Exit Price $ 1.6340
Exit Price
1 Week Change $
-0.0122

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 0.2506

Annual

ICR pa (01 Jul 2015) 1.5900
Max Management Fee pa 0.85%
Max Admin Fee pa 0.74%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage 0.0000