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Morningstar Fund Report

AMP SigSup-AMP MySuper 1950s

Retail

Fund Report | Report generated 29 Jun 2017 |

Performance

31 May 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-14 Jun-15 Jun-16 May-17
Fund -- 6.35 2.37 6.59
+/- Cat -- -0.71 -0.99 1.17
+/- Index -- -3.96 -2.21 -0.98

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.32 -0.08 -0.02 15 / 19
3 Month 2.41 0.05 -0.73 9 / 18
1 Year 6.15 0.86 -0.65 6 / 16
3 Year 5.21 -0.18 -2.32 5 / 12
5 Year -- -- -- --

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.41 3.65 5.19
Sharpe Ratio 0.88 0.79 1.01
R-Squared 92.74 91.11 --
Beta 0.63 0.67 --
Alpha -0.34 -0.65 --

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 31 May 2017)
412.84
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 22.744
International Equity 20.048
Listed Property 2.032
Unlisted Property 1.621
Domestic Fixed Interest 12.947
International Fixed Interest 3.910
Cash 22.954
Other 13.746

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 27 Jun 2017

APIR Code AMP1887AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.2151
Exit Price $ 1.2151
Exit Price
1 Week Change $
-0.0020

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 --