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Morningstar Fund Report

AMP FS Super-Platinum International

Retail

Fund Report | Report generated 10 Dec 2016 |  Read the Analyst Research Report

Performance

30 Nov 2016

Growth of $10,000

Fund
Fund: AMP FS Super-Platinum International
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Nov-16
Fund 17.91 17.69 -7.74 7.42
+/- Cat 0.48 -3.91 -5.66 3.31
+/- Index -2.50 -7.49 -8.14 2.34

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.67 -0.92 -2.83 139 / 217
3 Month 0.97 0.65 -0.73 95 / 217
1 Year -1.61 -0.62 -2.55 137 / 214
3 Year 6.03 -2.63 -5.49 193 / 208
5 Year 12.06 -2.47 -5.53 186 / 196

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 10.92 10.11 10.7
Sharpe Ratio 0.38 0.64 0.86
R-Squared 70 84.6 --
Beta 0.85 0.86 --
Alpha -3.71 -1.55 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager Platinum Asset Management
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
70.50
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Growth

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 1.100
International Equity 92.916
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 5.984
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 08 Dec 2016

APIR Code AMP1574AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 1.5438
Exit Price $ 1.5438
Exit Price
1 Week Change $
0.0262

Morningstar Ratings

Overall 1
3 Year 1
5 Year 1
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) 2.8900
Max Management Fee pa 2.00%
Max Admin Fee pa 0.89%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage --