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About

Morningstar Fund Report

AMP FS Super-FD High Growth

Retail

Fund Report | Report generated 27 Sep 2017 |

Performance

31 Aug 2017

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-15 Jun-16 Jun-17 Aug-17
Fund 11.94 0.44 13.57 0.20
+/- Cat 1.07 0.51 1.94 -0.23
+/- Index -2.96 -2.34 1.94 0.14

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.82 0.25 0.07 31 / 175
3 Month -0.09 0.00 1.10 76 / 175
1 Year 9.82 1.57 1.91 30 / 175
3 Year 7.68 1.06 -0.88 22 / 162
5 Year 11.33 0.96 -1.59 28 / 151

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.1 7.65 8.67
Sharpe Ratio 0.79 0.63 0.75
R-Squared 94.27 89.82 --
Beta 0.8 0.84 --
Alpha 0.4 -0.71 --

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 Jul 2017)
20.78
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 35.300
International Equity 42.000
Listed Property 1.550
Unlisted Property 1.000
Domestic Fixed Interest 0.000
International Fixed Interest 3.280
Cash 5.910
Other 10.960

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 25 Sep 2017

APIR Code AMP1484AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.8052
Exit Price $ 1.8052
Exit Price
1 Week Change $
0.0056

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 (30 Jun 2016) 1.6300
Max Management Fee pa 1.59%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2016)
0.08%
Max Brokerage 0.0000