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Morningstar Fund Report

AMP FS Super-FD Growth

Retail

Fund Report | Report generated 05 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: AMP FS Super-FD Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund 13.65 11.97 0.63 2.92
+/- Cat -0.57 1.10 0.71 0.90
+/- Index -3.12 -2.93 -2.14 1.99

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.77 0.55 1.15 28 / 189
3 Month 0.12 1.56 2.76 20 / 190
1 Year 1.78 0.57 0.87 53 / 186
3 Year 6.80 0.91 -1.45 39 / 171
5 Year 9.96 0.47 -2.48 53 / 164

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 6.4 7.6 8.47
Sharpe Ratio 0.7 0.5 0.71
R-Squared 94 90.55 --
Beta 0.73 0.85 --
Alpha 0.09 -1.46 --

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 31 Oct 2016)
57.91
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 30.310
International Equity 37.420
Listed Property 2.660
Unlisted Property 1.710
Domestic Fixed Interest 2.420
International Fixed Interest 3.770
Cash 8.130
Other 13.580

Morningstar Sustainability Rating Learn more

Quick Stats

as at 01 Dec 2016

APIR Code AMP1482AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.6358
Exit Price $ 1.6358
Exit Price
1 Week Change $
0.0002

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 (31 Dec 2012) 1.5800
Max Management Fee pa 1.54%
Max Admin Fee pa 0.00%
Performance Fee pa
(31 Dec 2012)
0.08%
Max Brokerage 0.0000