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Morningstar Fund Report

AMP SigSup AP-Growth Index

Retail

Fund Report | Report generated 29 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: AMP SigSup AP-Growth Index
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 14.46 12.65 2.06 10.55
+/- Cat -1.21 0.42 1.95 -2.34
+/- Index -2.31 -2.24 -0.71 -2.57

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.14 -0.12 -0.03 79 / 127
3 Month 3.43 -0.63 -1.06 110 / 127
1 Year 9.03 -1.65 -1.52 105 / 126
3 Year 8.23 0.05 -1.86 43 / 114
5 Year 11.94 -0.36 -2.32 65 / 114

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.56 8.24 8.6
Sharpe Ratio 0.8 0.71 0.91
R-Squared 97.33 89.92 --
Beta 0.87 0.91 --
Alpha -0.76 -1.33 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 May 2017)
1.82
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 32.482
International Equity 33.630
Listed Property 6.449
Unlisted Property 0.000
Domestic Fixed Interest 4.371
International Fixed Interest 3.895
Cash 4.640
Other 14.533

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 27 Jun 2017

APIR Code AMP1558AU
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 1.7827
Exit Price $ 1.7809
Exit Price
1 Week Change $
-0.0057

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1100

Annual

ICR pa (30 Jun 2016) 1.0900
Max Management Fee pa 0.38%
Max Admin Fee pa 0.70%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000