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Morningstar Fund Report

AMP FS R-AMP Super Easy Growth

Retail

Fund Report | Report generated 09 Dec 2016 |

Performance

30 Nov 2016

Growth of $10,000

Fund
Fund: AMP FS R-AMP Super Easy Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Nov-16
Fund 14.99 12.94 2.50 2.90
+/- Cat -0.67 0.71 2.38 -1.19
+/- Index -1.78 -1.96 -0.28 -0.99

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.20 0.06 -0.74 55 / 131
3 Month -0.02 -0.42 -0.39 90 / 131
1 Year 4.47 0.26 -0.80 43 / 128
3 Year 7.64 0.85 -1.10 21 / 119
5 Year 11.63 0.42 -1.69 42 / 118

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.58 8.26 8.55
Sharpe Ratio 0.71 0.56 0.76
R-Squared 97.69 89.77 --
Beta 0.88 0.92 --
Alpha -0.3 -1.4 --

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)
182.87
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 32.482
International Equity 33.630
Listed Property 6.449
Unlisted Property 0.000
Domestic Fixed Interest 4.371
International Fixed Interest 3.895
Cash 4.640
Other 14.533

Morningstar Sustainability Rating Learn more

Quick Stats

as at 07 Dec 2016

APIR Code AMP1582AU
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 1.7190
Exit Price $ 1.7190
Exit Price
1 Week Change $
0.0113

Morningstar Ratings

Overall 3
3 Year 4
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) 0.6900
Max Management Fee pa 0.18%
Max Admin Fee pa 0.51%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage 0.0000