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Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1960s

Retail

Fund Report | Report generated 25 May 2017 |

Performance

30 Apr 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 Apr-17
Fund -- 7.87 2.80 8.17
+/- Cat -- -0.86 -0.37 0.86
+/- Index -- -4.17 -1.19 -1.38

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.20 -0.08 -0.55 15 / 21
3 Month 3.29 -0.31 -1.76 16 / 21
1 Year 9.40 0.73 -2.17 7 / 17
3 Year 6.63 -0.17 -2.22 9 / 16
5 Year -- -- -- --

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.02 4.91 6.98
Sharpe Ratio 1.08 0.97 0.94
R-Squared 94.28 85.47 --
Beta 0.56 0.64 --
Alpha 0.66 0.41 --

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 Apr 2017)
332.73
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 26.781
International Equity 24.496
Listed Property 2.026
Unlisted Property 3.602
Domestic Fixed Interest 9.921
International Fixed Interest 1.015
Cash 18.857
Other 13.300

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 May 2017

APIR Code AMP1894AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.2602
Exit Price $ 1.2602
Exit Price
1 Week Change $
-0.0041

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