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Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1960s

Retail

Fund Report | Report generated 06 Dec 2016 |

Performance

31 Oct 2016

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 Oct-16
Fund -- 7.87 2.80 1.85
+/- Cat -- -0.86 -0.37 1.06
+/- Index -- -4.17 -1.19 1.43

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.61 0.72 1.30 5 / 21
3 Month -0.07 1.53 2.60 6 / 22
1 Year 3.03 0.67 1.16 6 / 19
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 5.33 6.92
Sharpe Ratio -- 0.66 0.73
R-Squared -- 87.15 --
Beta -- 0.72 --
Alpha -- -0.26 --

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 Oct 2016)
301.28
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 21.151
International Equity 23.903
Listed Property 2.140
Unlisted Property 3.064
Domestic Fixed Interest 12.005
International Fixed Interest 6.851
Cash 16.365
Other 14.519

Morningstar Sustainability Rating Learn more

Quick Stats

as at 02 Dec 2016

APIR Code AMP1894AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.1940
Exit Price $ 1.1940
Exit Price
1 Week Change $
-0.0041

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