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Morningstar Fund Report

AMP SigSup-Professional Growth

Retail

Fund Report | Report generated 25 Mar 2017 |

Performance

28 Feb 2017

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 Feb-17
Fund 14.72 9.64 0.79 7.72
+/- Cat 0.51 -1.23 0.87 -0.36
+/- Index -2.04 -5.26 -1.98 -0.54

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.35 -0.09 -0.40 121 / 186
3 Month 4.20 0.21 0.00 69 / 186
1 Year 12.97 -0.24 -1.67 85 / 180
3 Year 6.45 -0.20 -2.44 83 / 171
5 Year 10.23 0.20 -2.92 66 / 163

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.96 7.63 --
Sharpe Ratio 0.61 0.59 --
R-Squared 94.14 90.08 --
Beta 0.78 0.84 --
Alpha -0.96 -1.21 --

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 28 Feb 2017)
34.58
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 New  Learn more

Quick Stats

as at 22 Mar 2017

APIR Code AMP1731AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.7362
Exit Price $ 1.7292
Exit Price
1 Week Change $
-0.0152

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