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Morningstar Fund Report

AMP FS Super-AMP Super Easy Conservative

Retail

Fund Report | Report generated 11 Dec 2016 |

Performance

30 Nov 2016

Growth of $10,000

Fund
Fund: AMP FS Super-AMP Super Easy Conservative
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Nov-16
Fund 7.05 6.33 3.61 0.06
+/- Cat 0.44 1.36 1.27 -0.29
+/- Index -1.58 -1.16 -1.96 -0.20

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.07 0.09 -0.12 82 / 246
3 Month -1.15 -0.01 0.23 141 / 246
1 Year 2.57 0.54 -1.49 85 / 244
3 Year 4.37 0.78 -1.47 49 / 236
5 Year 5.70 0.60 -1.69 61 / 230

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 2.78 2.98 3.26
Sharpe Ratio 0.74 0.45 1.06
R-Squared 97.57 83.25 --
Beta 0.84 0.82 --
Alpha -0.87 -1.57 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Life Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
205.27
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 7.501
International Equity 9.740
Listed Property 5.088
Unlisted Property 0.000
Domestic Fixed Interest 19.850
International Fixed Interest 15.418
Cash 35.782
Other 6.621

Morningstar Sustainability Rating Learn more

Quick Stats

as at 08 Dec 2016

APIR Code AMP1507AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.4077
Exit Price $ 1.4077
Exit Price
1 Week Change $
0.0063

Morningstar Ratings

Overall 3
3 Year 3
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) 0.6000
Max Management Fee pa 0.14%
Max Admin Fee pa 0.50%
Performance Fee pa
(31 Dec 2012)
--
Max Brokerage 0.0000