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Morningstar Fund Report

AMP FS R-Ironbark Karara Australian shr

Retail

Fund Report | Report generated 03 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: AMP FS R-Ironbark Karara Australian shr
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund 17.20 3.03 -2.71 2.29
+/- Cat -1.08 -2.48 -2.61 0.63
+/- Index -0.23 -2.64 -3.27 -0.59

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.83 0.74 0.32 23 / 69
3 Month -3.32 0.70 -0.11 19 / 69
1 Year 4.29 1.13 -1.82 24 / 67
3 Year 1.54 -1.71 -2.33 51 / 64
5 Year 8.65 -0.59 -0.52 38 / 64

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 12.19 12.22 12.48
Sharpe Ratio -0.01 0.14 0.18
R-Squared 95.51 88.7 --
Beta 0.95 0.92 --
Alpha -2.2 -0.45 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager Karara Capital Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
71.01
Minimum Investment $ 20,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 96.822
International Equity 0.000
Listed Property 2.830
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.348
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 01 Dec 2016

APIR Code AMP1343AU
Legal Type Allocated Pension
Status Open
Category Equity Australia Large Growth
Entry Price $ 1.5512
Exit Price $ 1.5512
Exit Price
1 Week Change $
0.0127

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) 1.6000
Max Management Fee pa 0.74%
Max Admin Fee pa 0.86%
Performance Fee pa
(01 Jul 2015)
0.00%
Max Brokerage --