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Morningstar Fund Report

AMP SigSup-AMP MySuper 1950s

Retail

Fund Report | Report generated 18 Aug 2017 |

Performance

31 Jul 2017

Growth of $10,000

Fund
Fund: AMP SigSup-AMP MySuper 1950s
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jul-17
Fund 6.35 2.37 6.21 -0.36
+/- Cat -0.71 -0.99 1.16 -0.24
+/- Index -3.96 -2.21 -0.30 -0.08

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.36 -0.24 -0.08 17 / 20
3 Month -0.39 -0.32 0.53 16 / 18
1 Year 4.05 1.02 0.35 5 / 15
3 Year 4.55 -0.25 -1.98 6 / 11
5 Year -- -- -- --

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.46 3.68 5.27
Sharpe Ratio 0.7 0.65 0.83
R-Squared 92.74 90.84 --
Beta 0.63 0.66 --
Alpha -0.36 -0.54 --

Fund Details

Fund Inception 01 Jan 2014
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
410.40
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 23.735
International Equity 19.470
Listed Property 2.077
Unlisted Property 1.675
Domestic Fixed Interest 13.986
International Fixed Interest 3.962
Cash 20.727
Other 14.369

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 15 Aug 2017

APIR Code AMP1887AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.2115
Exit Price $ 1.2115
Exit Price
1 Week Change $
-0.0004

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 --
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2016) 1.0400
Max Management Fee pa 0.40%
Max Admin Fee pa 0.68%
Performance Fee pa
(30 Jun 2016)
0.15%
Max Brokerage --