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Morningstar Fund Report

AMP SD Bus-AMP MySuper 1950s

Retail

Fund Report | Report generated 23 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP SD Bus-AMP MySuper 1950s
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund -- 6.67 0.66 4.22
+/- Cat -- -0.39 -2.70 2.13
+/- Index -- -3.64 -3.91 0.37

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.67 0.29 -0.64 1 / 22
3 Month -- -- -- --
1 Year 4.33 -0.09 -2.38 13 / 21
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jan 2014
Responsible Entity AMP-N.M. Superannuation Pty Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2016)
118.30
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 17.115
International Equity 21.568
Listed Property 0.000
Unlisted Property 0.599
Domestic Fixed Interest 14.679
International Fixed Interest 11.433
Cash 23.729
Other 10.876

Morningstar Sustainability Rating Learn more

Quick Stats

as at 31 Dec 2016

APIR Code NMS0032AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 11.7642
Exit Price $ 11.7183
Exit Price
1 Week Change $
--

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 0.3355

Annual

ICR pa (--) --
Max Management Fee pa 0.40%
Max Admin Fee pa 0.73%
Performance Fee pa
(--)
--
Max Brokerage 0.0000