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Morningstar Fund Report

AMP FS Super-BT Australian Share

Retail

Fund Report | Report generated 23 Mar 2017 |  Read the Analyst Research Report

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP FS Super-BT Australian Share
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 17.58 8.08 -0.36 11.23
+/- Cat 1.79 2.73 -0.18 0.71
+/- Index 0.15 2.40 -0.91 -0.96

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.75 0.26 -0.50 138 / 349
3 Month 5.18 0.75 -0.70 93 / 349
1 Year 17.08 -0.26 -5.05 174 / 337
3 Year 6.73 1.22 0.27 71 / 327
5 Year 9.99 0.35 -0.66 114 / 310

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 11.11 11.04 --
Sharpe Ratio 0.44 0.32 --
R-Squared 94.49 92.06 --
Beta 0.88 0.86 --
Alpha 0.71 -0.58 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2017)
9.47
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Jan 2017

Size | Large Style | Value

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 88.583
International Equity 1.559
Listed Property 0.000
Unlisted Property 4.809
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 4.078
Other 0.970

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Mar 2017

APIR Code AMP1469AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Blend
Entry Price $ 1.6459
Exit Price $ 1.6459
Exit Price
1 Week Change $
0.0023

Morningstar Ratings

Overall 3
3 Year 4
5 Year 3
10 Year  

Fees & Expenses

One-Time

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

Annual

ICR pa (01 Jul 2015) 1.6900
Max Management Fee pa 0.80%
Max Admin Fee pa 0.89%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage 0.0000