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Morningstar Fund Report

AMP SigSup-Professional Growth

Retail

Fund Report | Report generated 05 Dec 2016 |

Performance

31 Oct 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 Oct-16
Fund 14.72 9.64 0.79 1.50
+/- Cat 0.51 -1.23 0.87 -0.52
+/- Index -2.04 -5.26 -1.98 0.57

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.99 0.33 0.92 64 / 189
3 Month -1.29 0.16 1.36 73 / 190
1 Year 1.80 0.59 0.89 51 / 186
3 Year 5.93 0.05 -2.32 76 / 171
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 6.99 7.6 8.47
Sharpe Ratio 0.53 0.5 0.71
R-Squared 94.09 90.55 --
Beta 0.8 0.85 --
Alpha -1.09 -1.46 --

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 31 Oct 2016)
33.00
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 01 Dec 2016

APIR Code AMP1731AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.6624
Exit Price $ 1.6572
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 3
3 Year 3
5 Year  
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