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Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1990s

Retail

Fund Report | Report generated 23 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: AMP SuperLeader-AMP MySuper 1990s
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1990s and later

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 May-17
Fund -- 10.95 2.41 12.19
+/- Cat -- -0.07 -0.07 1.04
+/- Index -- -3.95 -0.37 -0.93

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.45 0.12 0.29 9 / 25
3 Month 3.61 0.11 -0.88 12 / 23
1 Year 10.67 1.10 0.11 6 / 17
3 Year 8.48 0.23 -1.61 3 / 12
5 Year -- -- -- --

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 5.92 6.71 8.6
Sharpe Ratio 1.04 0.87 0.91
R-Squared 94.69 91.82 --
Beta 0.67 0.75 --
Alpha 0.91 -0.16 --

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)
143.33
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 30.191
International Equity 34.078
Listed Property 2.546
Unlisted Property 4.607
Domestic Fixed Interest 3.494
International Fixed Interest 0.000
Cash 11.725
Other 13.353

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jun 2017

APIR Code AMP1897AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.3431
Exit Price $ 1.3431
Exit Price
1 Week Change $
-0.0099

Morningstar Ratings

Overall 4
3 Year 4
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)
0.33%
Max Brokerage 0.0000