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Morningstar Fund Report

AMP SigSup-Professional High Growth

Retail

Fund Report | Report generated 26 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jun-17
Fund 10.90 0.10 12.74 12.74
+/- Cat 0.04 0.17 1.19 1.19
+/- Index -3.99 -2.68 1.15 1.15

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.70 -0.11 0.65 103 / 176
3 Month 1.25 -0.15 0.31 111 / 176
1 Year 12.74 1.19 1.15 47 / 176
3 Year 7.77 0.46 -1.87 45 / 159
5 Year 12.30 1.22 -1.58 22 / 151

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.03 7.72 8.67
Sharpe Ratio 0.71 0.68 0.86
R-Squared 94.82 90.37 --
Beta 0.9 0.85 --
Alpha -1.05 -1.2 --

Fund Details

Fund Inception 20 Dec 2011
Responsible Entity AMP Superannuation Limited
Fund Manager IPAC Asset Management Limited
Base Currency $A
Net Assets $Mil
(as at 31 May 2017)
22.21
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 40.628
International Equity 46.822
Listed Property 3.110
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.554
Other 5.887

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jul 2017

APIR Code AMP1732AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.8813
Exit Price $ 1.8777
Exit Price
1 Week Change $
-0.0092

Morningstar Ratings

Overall 4
3 Year 3
5 Year 4
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1923

Annual

ICR pa (30 Jun 2016) 1.5700
Max Management Fee pa 0.83%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2016)
0.00%
Max Brokerage 0.0000