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Morningstar Fund Report

AMP SigSup AP-Platinum International

Retail

Fund Report | Report generated 26 Mar 2017 |  Read the Analyst Research Report

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP SigSup AP-Platinum International
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 18.83 18.61 -8.65 11.56
+/- Cat 0.30 -4.96 -6.18 3.30
+/- Index -1.57 -6.57 -9.05 2.81

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.61 -0.94 -0.84 148 / 172
3 Month 2.19 -1.63 -1.30 163 / 172
1 Year 9.60 -0.32 -2.77 90 / 169
3 Year 5.69 -3.17 -5.10 149 / 163
5 Year 12.11 -3.03 -5.22 152 / 157

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 11.54 10.77 --
Sharpe Ratio 0.34 0.62 --
R-Squared 68.03 82.63 --
Beta 0.88 0.9 --
Alpha -3.65 -1.18 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager Platinum Asset Management
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
3.40
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Jan 2017

Size | Large Style | Blend

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 1.174
International Equity 91.229
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 7.598
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Mar 2017

APIR Code AMP1562AU
Legal Type Allocated Pension
Status Open
Category Equity World Large Blend
Entry Price $ 1.6741
Exit Price $ 1.6741
Exit Price
1 Week Change $
0.0106

Morningstar Ratings

Overall 1
3 Year 1
5 Year 1
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (01 Jul 2015) 2.7100
Max Management Fee pa 2.00%
Max Admin Fee pa 0.71%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage 0.0000