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Morningstar Fund Report

AMP SigSup-AFLPA MySuper 1950s

Retail

Fund Report | Report generated 21 Jul 2017 |

Performance

30 Jun 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-15 Jun-16 Jun-17 Jun-17
Fund 6.62 2.63 6.49 6.49
+/- Cat -0.43 -0.73 1.51 1.51
+/- Index -3.68 -1.95 -0.02 -0.02

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.33 0.07 0.65 5 / 21
3 Month 1.03 0.01 0.21 7 / 18
1 Year 6.49 1.51 -0.02 3 / 16
3 Year 5.23 0.11 -1.87 3 / 12
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.44 3.68 5.27
Sharpe Ratio 0.88 0.74 0.93
R-Squared 92.76 91.02 --
Beta 0.63 0.67 --
Alpha -0.04 -0.56 --

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)
1.73
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 23.558
International Equity 17.227
Listed Property 2.070
Unlisted Property 1.650
Domestic Fixed Interest 12.890
International Fixed Interest 3.916
Cash 23.501
Other 15.189

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 19 Jul 2017

APIR Code AMP1920AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.2197
Exit Price $ 1.2197
Exit Price
1 Week Change $
-0.0003

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) 0.7800
Max Management Fee pa 0.44%
Max Admin Fee pa 0.30%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000