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Morningstar Fund Report

AMP FS Super-AMP High Growth

Retail

Fund Report | Report generated 22 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP FS Super-AMP 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 13.97 14.23 -1.62 5.78
+/- Cat -0.25 3.37 -1.54 -1.37
+/- Index -2.80 -0.66 -4.39 -2.25

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.03 -0.07 -0.95 109 / 189
3 Month 3.46 -0.18 -1.53 108 / 189
1 Year 4.32 -2.80 -4.94 163 / 185
3 Year 6.76 0.08 -2.65 70 / 170
5 Year 10.66 -0.35 -3.68 96 / 167

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.5 7.79 8.72
Sharpe Ratio 0.61 0.58 0.82
R-Squared 93.32 90.68 --
Beta 0.83 0.85 --
Alpha -1.35 -1.64 --

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 30 Nov 2016)
38.24
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 33.141
International Equity 44.873
Listed Property 4.498
Unlisted Property 0.000
Domestic Fixed Interest 5.607
International Fixed Interest 2.946
Cash 8.939
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP1455AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.6138
Exit Price $ 1.6138
Exit Price
1 Week Change $
-0.0118

Morningstar Ratings

Overall 2
3 Year 3
5 Year 2
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 (31 Dec 2012) 1.6200
Max Management Fee pa 0.69%
Max Admin Fee pa 0.85%
Performance Fee pa
(31 Dec 2012)
0.05%
Max Brokerage 0.0000