Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

AMP SigSup AP-Plato Australian Shr Inc

Retail

Fund Report | Report generated 19 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund -- 7.70 -0.98 10.40
+/- Cat -- -- -- --
+/- Index -- 5.20 -3.18 9.50

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.96 -- 3.81 --
3 Month 4.94 -- 4.50 --
1 Year 9.48 -- 7.49 --
3 Year 6.47 -- 4.17 --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 11.68 -- 0.1
Sharpe Ratio 0.4 -- --
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 Nov 2016)
2.01
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Aug 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 83.837
International Equity 0.183
Listed Property 0.000
Unlisted Property 11.011
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 4.969
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP1864AU
Legal Type Allocated Pension
Status Open
Category Miscellaneous
Entry Price $ 1.4428
Exit Price $ 1.4371
Exit Price
1 Week Change $
-0.0098

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 0.4008

Annual

ICR pa (01 Jul 2015) 1.6100
Max Management Fee pa 0.90%
Max Admin Fee pa 0.71%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage 0.0000