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Morningstar Fund Report

AMP FS Super-FD High Growth

Retail

Fund Report | Report generated 09 Dec 2016 |

Performance

30 Nov 2016

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Nov-16
Fund 14.89 11.94 0.44 5.18
+/- Cat 0.68 1.07 0.51 1.23
+/- Index -1.87 -2.96 -2.34 1.28

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.88 0.02 -1.05 99 / 191
3 Month 1.50 1.12 1.13 15 / 191
1 Year 4.10 0.21 -1.16 61 / 185
3 Year 7.19 1.04 -1.55 30 / 172
5 Year 11.09 0.81 -2.22 43 / 167

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.11 7.66 8.55
Sharpe Ratio 0.69 0.53 0.76
R-Squared 94.46 90.34 --
Beta 0.81 0.85 --
Alpha -0.31 -1.6 --

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)
20.01
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 36.340
International Equity 40.150
Listed Property 1.690
Unlisted Property 1.130
Domestic Fixed Interest 0.000
International Fixed Interest 3.710
Cash 4.120
Other 12.860

Morningstar Sustainability Rating Learn more

Quick Stats

as at 07 Dec 2016

APIR Code AMP1484AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.6671
Exit Price $ 1.6671
Exit Price
1 Week Change $
0.0143

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
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) 1.6300
Max Management Fee pa 1.59%
Max Admin Fee pa 0.00%
Performance Fee pa
(31 Dec 2012)
0.08%
Max Brokerage 0.0000