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Morningstar Fund Report

AMP FS Super-Plato Australian Shares Inc

Retail

Fund Report | Report generated 17 Aug 2017 |

Performance

--

Growth of $10,000

Fund
Fund: AMP FS Super-Plato Australian Shares Inc
Index
Index: RBA Bank accepted Bills 90 Days

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jul-17
Fund 6.69 -1.22 11.40 -0.30
+/- Cat -- -- -- --
+/- Index 4.18 -3.42 9.63 -0.45

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jul 2013
Responsible Entity AMP Superannuation Limited
Fund Manager Plato Investment Management Limited
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
9.81
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Aug 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 92.983
International Equity 0.000
Listed Property 0.000
Unlisted Property 6.177
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.840
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 15 Aug 2017

APIR Code AMP1868AU
Legal Type Superannuation Fund
Status Open
Category Miscellaneous
Entry Price $ 1.3808
Exit Price $ 1.3808
Exit Price
1 Week Change $
0.0043

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 0.0000

Annual

ICR pa (30 Jun 2016) 1.8400
Max Management Fee pa 0.95%
Max Admin Fee pa 0.89%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000