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About

Morningstar Fund Report

AMP SigSup-Aus Post MySuper 1950s

Retail

Fund Report | Report generated 08 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: AMP SigSup-Aus Post 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 Oct-16
Fund -- 6.80 2.80 1.37
+/- Cat -- -0.26 -0.56 0.99
+/- Index -- -3.51 -1.78 0.97

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.80 0.41 0.75 3 / 21
3 Month -0.38 1.05 1.60 2 / 22
1 Year 2.90 0.59 0.54 5 / 20
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 3.52 5.17
Sharpe Ratio -- 0.64 0.86
R-Squared -- 87.69 --
Beta -- 0.64 --
Alpha -- -0.66 --

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)
8.04
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 16.870
International Equity 19.772
Listed Property 1.326
Unlisted Property 0.601
Domestic Fixed Interest 15.057
International Fixed Interest 11.712
Cash 26.319
Other 8.344

Morningstar Sustainability Rating Learn more

Quick Stats

as at 06 Dec 2016

APIR Code AMP1926AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.1730
Exit Price $ 1.1730
Exit Price
1 Week Change $
-0.0014

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 (01 Jan 2015) 0.5500
Max Management Fee pa 0.40%
Max Admin Fee pa 0.15%
Performance Fee pa
(01 Jan 2015)
--
Max Brokerage 0.0000