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Morningstar Fund Report

AMP SigSup-CCA MySuper FD High Growth

Retail

Fund Report | Report generated 07 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: AMP SigSup-CCA MySuper FD High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund -- 13.17 1.26 3.51
+/- Cat -- 2.30 1.34 1.49
+/- Index -- -1.73 -1.52 2.59

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.86 0.46 1.05 45 / 189
3 Month 0.29 1.73 2.94 15 / 190
1 Year 2.64 1.43 1.73 34 / 186
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 7.6 8.47
Sharpe Ratio -- 0.5 0.71
R-Squared -- 90.55 --
Beta -- 0.85 --
Alpha -- -1.46 --

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 Oct 2016)
16.10
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 36.340
International Equity 40.150
Listed Property 1.690
Unlisted Property 1.130
Domestic Fixed Interest 0.000
International Fixed Interest 3.710
Cash 4.120
Other 12.860

Morningstar Sustainability Rating Learn more

Quick Stats

as at 05 Dec 2016

APIR Code AMP1908AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.2720
Exit Price $ 1.2720
Exit Price
1 Week Change $
-0.0030

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 (--) --
Max Management Fee pa 0.55%
Max Admin Fee pa 0.09%
Performance Fee pa
(--)
--
Max Brokerage 0.0000