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Morningstar Fund Report

AMP FS R-Plato Australian Shares Inc

Retail

Fund Report | Report generated 25 May 2017 |

Performance

30 Apr 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Apr-17
Fund -- 7.49 -1.18 15.74
+/- Cat -- -- -- --
+/- Index -- 4.98 -3.38 14.26

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.97 -- 0.83 --
3 Month 5.69 -- 5.26 --
1 Year 16.55 -- 14.74 --
3 Year 6.81 -- 4.59 --
5 Year -- -- -- --

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 11.34 -- 0.1
Sharpe Ratio 0.44 -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jul 2013
Responsible Entity AMP Superannuation Limited
Fund Manager Plato Investment Management
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
83.95
Minimum Investment $ 20,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Aug 2016

Size | Large Style | Blend

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 89.924
International Equity 0.000
Listed Property 0.000
Unlisted Property 7.410
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.665
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 May 2017

APIR Code AMP1872AU
Legal Type Allocated Pension
Status Open
Category Miscellaneous
Entry Price $ 1.4474
Exit Price $ 1.4474
Exit Price
1 Week Change $
-0.0212

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) 1.8100
Max Management Fee pa 0.95%
Max Admin Fee pa 0.86%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000