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Morningstar Fund Report

AMP FS Super-Zurich American Cen Glbl Gr

Retail

Fund Report | Report generated 24 Jan 2017 |  Read the Analyst Research Report

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP FS Super-Zurich American Cen Glbl Gr
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 14.34 21.35 -3.07 4.80
+/- Cat -1.19 0.16 -2.08 -0.35
+/- Index -6.06 -3.83 -3.48 -4.98

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.55 -0.68 -1.92 56 / 77
3 Month 2.74 -0.43 -4.94 44 / 77
1 Year -1.09 -5.49 -9.00 75 / 76
3 Year 7.39 -0.70 -4.14 46 / 74
5 Year 12.17 -1.69 -6.41 44 / 73

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 10.5 9.99 10.71
Sharpe Ratio 0.52 0.59 0.86
R-Squared 92.05 85.46 --
Beta 0.94 0.86 --
Alpha -3.28 -2.05 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager Lazard Asset Management Pacific Co
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2016)
53.47
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Dec 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 0.788
International Equity 96.446
Listed Property 2.126
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.639
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP1492AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Growth
Entry Price $ 1.6298
Exit Price $ 1.6298
Exit Price
1 Week Change $
-0.0126

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
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) 1.6900
Max Management Fee pa 0.80%
Max Admin Fee pa 0.89%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage 0.0000