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

Morningstar Fund Report

AMP SigSup-Arrowstreet Global Equity

Retail

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

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: AMP SigSup-Arrowstreet Global Equity
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 23.80 25.26 -0.99 9.42
+/- Cat 6.36 3.66 1.09 -0.70
+/- Index 3.39 0.08 -1.39 -1.30

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.66 -0.31 -0.16 124 / 213
3 Month 1.80 -0.22 0.95 85 / 214
1 Year 14.50 1.98 -1.06 22 / 208
3 Year 12.16 1.90 -0.60 17 / 200
5 Year 15.89 2.28 -0.54 10 / 190

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 9.04 9.87 10.48
Sharpe Ratio 1.08 0.81 --
R-Squared 90.88 82.8 --
Beta 0.82 0.85 --
Alpha 1.18 -1 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager Arrowstreet Capital, L.P.
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
21.04
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 28 Feb 2017

Size | Large Style | Blend

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 0.000
International Equity 97.943
Listed Property 0.035
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.022
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Apr 2017

APIR Code AMP1554AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 2.1295
Exit Price $ 2.1233
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2904

Annual

ICR pa (30 Jun 2016) 1.9900
Max Management Fee pa 1.25%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000