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Morningstar Fund Report

AMP SigSup-AFLPA MySuper 1950s

Retail

Fund Report | Report generated 28 Feb 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: AMP SigSup-AFLPA 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 Jan-17
Fund -- 6.62 2.63 3.29
+/- Cat -- -0.43 -0.73 1.28
+/- Index -- -3.68 -1.95 0.25

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.11 0.03 0.66 7 / 19
3 Month 1.95 0.37 -0.69 4 / 18
1 Year 6.44 1.06 -0.99 5 / 17
3 Year 5.42 0.22 -1.83 4 / 16
5 Year -- -- -- --

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.43 3.8 5.28
Sharpe Ratio 0.9 0.78 0.93
R-Squared 92.33 81.67 --
Beta 0.62 0.6 --
Alpha 0.03 -0.07 --

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 Dec 2016)
1.85
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2017

Domestic Equity 18.069
International Equity 20.935
Listed Property 2.341
Unlisted Property 0.601
Domestic Fixed Interest 13.926
International Fixed Interest 8.217
Cash 25.154
Other 10.757

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Feb 2017

APIR Code AMP1920AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.1987
Exit Price $ 1.1987
Exit Price
1 Week Change $
0.0024

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 (01 Jul 2015) 0.7800
Max Management Fee pa 0.44%
Max Admin Fee pa 0.30%
Performance Fee pa
(01 Jul 2015)
--
Max Brokerage 0.0000