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Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1980s

Retail

Fund Report | Report generated 20 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP SuperLeader-AMP MySuper 1980s
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1980s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund -- 10.87 2.49 7.16
+/- Cat -- -0.78 0.07 0.99
+/- Index -- -4.03 -0.29 -0.87

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.85 0.08 -1.13 10 / 18
3 Month 3.63 0.71 -1.36 6 / 17
1 Year 7.92 0.49 -1.33 5 / 18
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 6.76 8.72
Sharpe Ratio -- 0.83 0.82
R-Squared -- 83.37 --
Beta -- 0.7 --
Alpha -- 0.54 --

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)
425.46
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 30.435
International Equity 33.448
Listed Property 3.938
Unlisted Property 3.442
Domestic Fixed Interest 3.632
International Fixed Interest 0.000
Cash 8.594
Other 16.511

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP1896AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.2928
Exit Price $ 1.2928
Exit Price
1 Week Change $
-0.0069

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)
0.33%
Max Brokerage 0.0000