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About

Morningstar Fund Report

AMP SuperLeader High Growth

Retail

Fund Report | Report generated 21 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 14.31 -1.55 9.54 0.62
+/- Cat 3.45 -1.47 -2.09 0.19
+/- Index -0.58 -4.32 -2.09 0.56

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.69 0.11 -0.06 69 / 175
3 Month 0.13 0.22 1.32 44 / 175
1 Year 7.74 -0.52 -0.17 88 / 175
3 Year 6.42 -0.20 -2.14 76 / 162
5 Year -- -- -- --

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.25 7.65 8.67
Sharpe Ratio 0.61 0.63 0.75
R-Squared 92.67 89.82 --
Beta 0.8 0.84 --
Alpha -0.84 -0.71 --

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 31 Jul 2017)
103.02
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 33.227
International Equity 44.011
Listed Property 4.564
Unlisted Property 0.000
Domestic Fixed Interest 5.814
International Fixed Interest 3.077
Cash 9.310
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 18 Sep 2017

APIR Code AMP1885AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.3363
Exit Price $ 1.3363
Exit Price
1 Week Change $
0.0063

Morningstar Ratings

Overall 3
3 Year 3
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0108

Annual

ICR pa (30 Jun 2016) 1.4600
Max Management Fee pa 0.83%
Max Admin Fee pa 0.63%
Performance Fee pa
(30 Jun 2016)
0.02%
Max Brokerage --