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Morningstar Fund Report

AMP FS Super-BlackRock Sci Hedged Int

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Fund Report | Report generated 27 Mar 2017 |  Read the Analyst Research Report

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP FS Super-BlackRock Sci Hedged Int
Index
Index: Vanguard Intl Shares Index Hdg AUD TR
Category
Category: Equity World - Currency Hedged

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 21.48 12.51 -6.92 13.87
+/- Cat 1.78 3.05 -2.96 0.05
+/- Index -3.40 1.31 -5.87 -1.92

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.02 0.39 -0.16 11 / 51
3 Month 7.01 0.20 -0.67 17 / 51
1 Year 18.72 -1.02 -5.28 35 / 49
3 Year 7.45 -0.19 -2.96 32 / 49
5 Year 11.37 0.39 -3.03 24 / 46

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 9.53 9.71 --
Sharpe Ratio 0.57 0.63 --
R-Squared 97.14 90.44 --
Beta 0.93 0.92 --
Alpha -2.24 -1.4 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager BlackRock Investment Mgmt (AUS) Ltd
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
17.50
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 28 Feb 2017

Size | Large Style | Blend

Asset Allocation

% as at 31 Jan 2017

Domestic Equity 0.000
International Equity 100.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Mar 2017

APIR Code AMP1464AU
Legal Type Superannuation Fund
Status Open
Category Equity World - Currency Hedged
Entry Price $ 1.9294
Exit Price $ 1.9294
Exit Price
1 Week Change $
-0.0225

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 (01 Jul 2015) 1.8900
Max Management Fee pa 1.00%
Max Admin Fee pa 0.89%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage --