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Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1960s

Retail

Fund Report | Report generated 30 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: AMP SuperLeader-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 May-17
Fund -- 7.87 2.80 8.60
+/- Cat -- -0.86 -0.37 0.91
+/- Index -- -4.17 -1.19 -1.08

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.40 0.04 0.28 9 / 18
3 Month 2.69 -0.09 -0.90 11 / 17
1 Year 7.78 0.70 -0.53 7 / 17
3 Year 6.46 -0.15 -2.06 6 / 11
5 Year -- -- -- --

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.02 5.01 6.99
Sharpe Ratio 1.04 0.89 0.9
R-Squared 94.22 92.11 --
Beta 0.56 0.68 --
Alpha 0.69 0 --

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)
338.12
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 25.564
International Equity 25.575
Listed Property 1.992
Unlisted Property 3.537
Domestic Fixed Interest 10.646
International Fixed Interest 1.010
Cash 15.340
Other 16.336

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 27 Jun 2017

APIR Code AMP1894AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.2625
Exit Price $ 1.2625
Exit Price
1 Week Change $
-0.0010

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)
0.20%
Max Brokerage 0.0000