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Morningstar Fund Report

AMP SuperLeader Growth

Retail

Fund Report | Report generated 20 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP SuperLeader Growth
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund -- 11.82 0.75 4.61
+/- Cat -- 3.55 -0.33 -0.49
+/- Index -- -0.21 -3.24 -0.87

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.50 0.10 -0.66 163 / 402
3 Month 2.71 0.34 -0.33 122 / 402
1 Year 4.23 -1.51 -3.70 339 / 398
3 Year 6.62 0.94 -1.62 62 / 378
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 6.07 6.11 7.09
Sharpe Ratio 0.71 0.56 0.83
R-Squared 95.88 89.78 --
Beta 0.84 0.82 --
Alpha -0.62 -1.4 --

Fund Details

Fund Inception 25 Oct 2013
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2016)
474.18
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 28.912
International Equity 32.433
Listed Property 8.345
Unlisted Property 0.000
Domestic Fixed Interest 13.581
International Fixed Interest 3.908
Cash 12.818
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP1883AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.2630
Exit Price $ 1.2630
Exit Price
1 Week Change $
-0.0065

Morningstar Ratings

Overall 4
3 Year 4
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 (01 Jul 2015) 1.2300
Max Management Fee pa 0.60%
Max Admin Fee pa 0.63%
Performance Fee pa
(01 Jul 2015)
0.02%
Max Brokerage --