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Morningstar Fund Report

AMP SigSup-AMP MySuper 1970s

Retail

Fund Report | Report generated 18 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP SigSup-AMP MySuper 1970s
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund -- 10.48 2.24 6.77
+/- Cat -- -0.50 -0.69 1.54
+/- Index -- -4.41 -0.53 -1.26

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.72 0.19 -1.26 9 / 22
3 Month 3.41 0.99 -1.57 6 / 21
1 Year 7.24 0.31 -2.01 7 / 20
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 6.33 8.72
Sharpe Ratio -- 0.84 0.82
R-Squared -- 82.47 --
Beta -- 0.65 --
Alpha -- 0.53 --

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)
1,243.60
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 29.621
International Equity 34.488
Listed Property 0.000
Unlisted Property 3.703
Domestic Fixed Interest 4.783
International Fixed Interest 0.000
Cash 10.202
Other 17.203

Morningstar Sustainability Rating Learn more

Quick Stats

as at 13 Jan 2017

APIR Code AMP1889AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.2840
Exit Price $ 1.2840
Exit Price
1 Week Change $
-0.0076

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)
0.24%
Max Brokerage --