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About

Morningstar Fund Report

AMP FS R-Res Inv Leaders Growth

Retail

Fund Report | Report generated 20 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: AMP FS R-Res Inv Leaders Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 11.32 -2.29 9.35 0.58
+/- Cat -0.91 -2.41 -2.70 -0.06
+/- Index -3.57 -5.07 -2.28 0.52

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.45 -0.24 -0.29 95 / 128
3 Month -0.69 -0.57 0.50 86 / 128
1 Year 6.89 -1.87 -1.02 108 / 127
3 Year 5.23 -1.97 -3.33 111 / 119
5 Year 10.55 -0.80 -2.37 81 / 115

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.12 8.4 8.67
Sharpe Ratio 0.41 0.64 0.75
R-Squared 93.82 90 --
Beta 0.91 0.92 --
Alpha -2.57 -0.72 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2017)
2.84
Minimum Investment $ 20,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 38.657
International Equity 39.159
Listed Property 5.888
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 7.551
Other 8.745

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 18 Sep 2017

APIR Code AMP1373AU
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 1.7551
Exit Price $ 1.7551
Exit Price
1 Week Change $
0.0125

Morningstar Ratings

Overall 2
3 Year 1
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 (30 Jun 2016) 1.7100
Max Management Fee pa 0.85%
Max Admin Fee pa 0.85%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000