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Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1990s

Retail

Fund Report | Report generated 22 Jul 2017 |

Performance

30 Jun 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-15 Jun-16 Jun-17 Jun-17
Fund 10.95 2.41 11.78 11.78
+/- Cat -0.07 -0.07 1.18 1.18
+/- Index -3.95 -0.37 0.18 0.18

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.36 0.12 0.98 4 / 28
3 Month 1.75 0.23 0.80 4 / 23
1 Year 11.78 1.18 0.18 8 / 18
3 Year 8.29 0.34 -1.34 3 / 12
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 5.95 6.73 8.67
Sharpe Ratio 1.02 0.84 0.86
R-Squared 94.57 91.68 --
Beta 0.67 0.74 --
Alpha 1.05 0.02 --

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)
146.12
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 30.581
International Equity 34.661
Listed Property 2.505
Unlisted Property 4.525
Domestic Fixed Interest 3.376
International Fixed Interest 0.000
Cash 11.396
Other 12.949

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Jul 2017

APIR Code AMP1897AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.3413
Exit Price $ 1.3413
Exit Price
1 Week Change $
-0.0050

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