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Morningstar Fund Report

AMP SigSup-Professional Growth

Retail

Fund Report | Report generated 21 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP SigSup-Professional Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 14.72 9.64 0.79 6.88
+/- Cat 0.51 -1.23 0.87 -0.28
+/- Index -2.04 -5.26 -1.98 -1.15

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.39 0.29 -0.60 61 / 189
3 Month 4.26 0.61 -0.73 43 / 189
1 Year 7.01 -0.11 -2.24 86 / 185
3 Year 6.63 -0.05 -2.78 76 / 170
5 Year 11.20 0.19 -3.14 69 / 167

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.15 7.79 8.72
Sharpe Ratio 0.62 0.58 0.82
R-Squared 94.63 90.68 --
Beta 0.8 0.85 --
Alpha -1.26 -1.64 --

Fund Details

Fund Inception 21 Nov 2011
Responsible Entity AMP Superannuation Limited
Fund Manager IPAC Asset Management Limited
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2016)
33.72
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 35.821
International Equity 37.584
Listed Property 4.166
Unlisted Property 0.000
Domestic Fixed Interest 4.301
International Fixed Interest 5.257
Cash 3.048
Other 9.824

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP1731AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.7237
Exit Price $ 1.7164
Exit Price
1 Week Change $
-0.0099

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2105

Annual

ICR pa (01 Jul 2015) 1.5300
Max Management Fee pa 0.79%
Max Admin Fee pa 0.74%
Performance Fee pa
(01 Jul 2015)
0.00%
Max Brokerage 0.0000