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About

Morningstar Fund Report

AMP SigSuper P-Winton Global Alpha

Retail

Fund Report | Report generated 21 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 15.31 2.49 -4.73 -0.28
+/- Cat -- -- -- --
+/- Index 12.80 0.30 -6.50 -0.56

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.13 -- 0.98 --
3 Month -1.11 -- -1.54 --
1 Year -4.77 -- -6.51 --
3 Year 2.25 -- 0.15 --
5 Year 3.90 -- 1.51 --

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.47 -- 0.1
Sharpe Ratio 0.06 -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 20 Dec 2011
Responsible Entity AMP Superannuation Limited
Fund Manager Winton Capital Management Ltd.
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2017)
0.21
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  Learn more

Quick Stats

as at 18 Sep 2017

APIR Code AMP1741AU
Legal Type Allocated Pension
Status Open
Category Alternative Strategies
Entry Price $ 1.2020
Exit Price $ 1.2014
Exit Price
1 Week Change $
-0.0124

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 0.0506

Annual

ICR pa (30 Jun 2016) 2.4600
Max Management Fee pa 1.80%
Max Admin Fee pa 0.70%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000