Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

AMP SigSup-Winton Global Alpha

Retail

Fund Report | Report generated 21 Aug 2017 |

Performance

--

Growth of $10,000

Fund
Fund: AMP SigSup-Winton Global Alpha
Index
Index: RBA Bank accepted Bills 90 Days

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jul-17
Fund 13.79 1.19 -4.74 -1.18
+/- Cat -- -- -- --
+/- Index 11.29 -1.01 -6.52 -1.32

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 21 Nov 2011
Responsible Entity AMP Superannuation Limited
Fund Manager Winton Capital Management Ltd.
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2017)
4.29
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.540
Other 96.460

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 Aug 2017

APIR Code AMP1723AU
Legal Type Superannuation Fund
Status Open
Category Alternative Strategies
Entry Price $ 1.1819
Exit Price $ 1.1747
Exit Price
1 Week Change $
0.0017

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 0.3267

Annual

ICR pa (30 Jun 2016) 2.4900
Max Management Fee pa 1.80%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000