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Morningstar Fund Report

AMP FLS&CS-Antipodes Global

Retail

Fund Report | Report generated 28 May 2017 |  Read the Analyst Research Report

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: AMP FLS&CS-Antipodes Global
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Apr-17
Fund 17.35 17.13 -8.17 16.69
+/- Cat -0.08 -4.46 -6.09 2.64
+/- Index -3.06 -8.05 -8.58 2.00

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.99 -0.59 -0.59 191 / 214
3 Month 6.76 -0.22 -0.23 112 / 213
1 Year 12.71 -1.95 -4.22 183 / 208
3 Year 8.72 -2.75 -4.98 189 / 200
5 Year 12.33 -2.45 -5.33 179 / 190

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 10.54 9.99 10.58
Sharpe Ratio 0.64 0.91 1.06
R-Squared 66 83.24 --
Beta 0.81 0.86 --
Alpha -2.37 -0.63 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager Platinum Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
84.40
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Mar 2017

Size | Large Style | Blend

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 1.069
International Equity 88.235
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 10.696
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 May 2017

APIR Code AMP1526AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 1.6641
Exit Price $ 1.6641
Exit Price
1 Week Change $
0.0093

Morningstar Ratings

Overall 1
3 Year 1
5 Year 1
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 4.50%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2016) 3.4400
Max Management Fee pa 1.20%
Max Admin Fee pa 1.44%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000