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Morningstar Fund Report

AMP SigSup-Plato Australian Shares Inc

Retail

Fund Report | Report generated 27 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund -- 6.87 -1.05 13.36
+/- Cat -- -- -- --
+/- Index -- 4.37 -3.25 12.03

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.12 -- 1.97 --
3 Month 3.61 -- 3.17 --
1 Year 16.02 -- 14.16 --
3 Year 6.48 -- 4.24 --
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 10 -- --
Sharpe Ratio 0.46 -- --
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 28 Feb 2017)
10.90
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 Mar 2017

Domestic Equity 90.772
International Equity 0.000
Listed Property 0.000
Unlisted Property 5.882
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.346
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code AMP1860AU
Legal Type Superannuation Fund
Status Open
Category Miscellaneous
Entry Price $ 1.4021
Exit Price $ 1.3993
Exit Price
1 Week Change $
--

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 0.2277

Annual

ICR pa (30 Jun 2016) 1.6400
Max Management Fee pa 0.90%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000