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Morningstar Fund Report

AMP FS Super-FD Growth

Retail

Fund Report | Report generated 28 Feb 2017 |

Performance

31 Jan 2017

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 Jan-17
Fund 13.65 11.97 0.63 7.22
+/- Cat -0.57 1.10 0.71 0.70
+/- Index -3.12 -2.93 -2.14 0.83

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.37 0.19 1.15 50 / 186
3 Month 4.18 -0.21 -1.23 123 / 186
1 Year 10.05 -0.40 -1.28 89 / 182
3 Year 7.88 0.84 -1.53 40 / 171
5 Year 10.46 0.24 -2.82 64 / 164

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.45 7.72 8.72
Sharpe Ratio 0.86 0.64 0.82
R-Squared 93.62 90.27 --
Beta 0.72 0.84 --
Alpha 0.45 -1.21 --

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 Dec 2016)
59.91
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2017

Domestic Equity 30.990
International Equity 37.000
Listed Property 2.690
Unlisted Property 1.740
Domestic Fixed Interest 3.370
International Fixed Interest 4.800
Cash 5.750
Other 13.660

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Feb 2017

APIR Code AMP1482AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.7037
Exit Price $ 1.7037
Exit Price
1 Week Change $
0.0049

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