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Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1950s

Retail

Fund Report | Report generated 22 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP SuperLeader-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 Dec-16
Fund -- 6.35 2.37 3.27
+/- Cat -- -0.71 -0.99 1.19
+/- Index -- -3.96 -2.21 -0.57

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.59 0.22 -0.71 4 / 22
3 Month 1.16 0.70 -0.66 4 / 21
1 Year 4.85 0.43 -1.86 7 / 21
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 3.8 5.26
Sharpe Ratio -- 0.75 0.94
R-Squared -- 77.62 --
Beta -- 0.58 --
Alpha -- -0.11 --

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)
140.51
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 18.117
International Equity 20.264
Listed Property 2.947
Unlisted Property 0.598
Domestic Fixed Interest 14.461
International Fixed Interest 11.407
Cash 21.296
Other 10.909

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP1893AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.1811
Exit Price $ 1.1811
Exit Price
1 Week Change $
-0.0031

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)
0.15%
Max Brokerage 0.0000