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Morningstar Fund Report

AMP SigSup-AMP MySuper 1960s

Retail

Fund Report | Report generated 19 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP SigSup-AMP MySuper 1960s
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Life Stages – 1960s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund -- 7.87 2.80 4.84
+/- Cat -- -0.86 -0.37 1.17
+/- Index -- -4.17 -1.19 -0.64

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.01 0.06 -1.15 10 / 22
3 Month 2.31 0.82 -0.73 5 / 21
1 Year 6.13 0.43 -1.79 5 / 20
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 5.15 7.09
Sharpe Ratio -- 0.82 0.83
R-Squared -- 81.46 --
Beta -- 0.64 --
Alpha -- 0.25 --

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 Nov 2016)
968.02
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 21.395
International Equity 23.751
Listed Property 2.655
Unlisted Property 2.956
Domestic Fixed Interest 12.141
International Fixed Interest 6.477
Cash 15.978
Other 14.646

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP1888AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.2221
Exit Price $ 1.2221
Exit Price
1 Week Change $
-0.0042

Morningstar Ratings

Overall 0
3 Year  
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 (01 Jul 2015) 1.0400
Max Management Fee pa 0.40%
Max Admin Fee pa 0.68%
Performance Fee pa
(01 Jul 2015)
0.20%
Max Brokerage 0.0000