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Morningstar Fund Report

AMP FS Super-Ironbark Karara Aus share

Retail

Fund Report | Report generated 08 Dec 2016 |

Performance

30 Nov 2016

Growth of $10,000

Fund
Fund: AMP FS Super-Ironbark Karara Aus share
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Nov-16
Fund 15.56 2.71 -2.67 5.65
+/- Cat -1.27 -1.79 -2.38 0.96
+/- Index -1.87 -2.97 -3.22 -0.31

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.50 0.95 0.51 9 / 85
3 Month 1.91 1.74 0.65 12 / 85
1 Year 8.65 2.74 -1.38 21 / 81
3 Year 2.65 -1.43 -2.70 67 / 75
5 Year 9.03 -0.65 -1.56 49 / 74

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 11.02 11.56 12.53
Sharpe Ratio 0.08 0.2 0.29
R-Squared 94.78 92.29 --
Beta 0.86 0.88 --
Alpha -2.25 -0.92 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager Karara Capital Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
45.24
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 96.822
International Equity 0.000
Listed Property 2.830
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.348
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 06 Dec 2016

APIR Code AMP1472AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Growth
Entry Price $ 1.4565
Exit Price $ 1.4565
Exit Price
1 Week Change $
0.0024

Morningstar Ratings

Overall 3
3 Year 2
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) 1.6300
Max Management Fee pa 0.74%
Max Admin Fee pa 0.89%
Performance Fee pa
(01 Jul 2015)
0.00%
Max Brokerage 0.0000