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Morningstar Fund Report

AMP Capital FD High Growth

Wholesale

Fund Report | Report generated 08 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: AMP Capital FD High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 16 Apr 2003
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
757.48
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 36.340
International Equity 40.150
Listed Property 1.690
Unlisted Property 1.130
Domestic Fixed Interest 0.000
International Fixed Interest 3.710
Cash 4.120
Other 12.870

Morningstar Sustainability Rating Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread --

Annual

ICR pa (30 Jun 2012) 0.9500
Max Management Fee pa 0.90%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2012)
0.05%
Max Brokerage --