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Morningstar Fund Report

AMP FL Super-Professional High Growth

Retail

Fund Report | Report generated 27 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: AMP FL Super-Professional High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- Jun-15 Jun-16 May-17
Fund -- -- -0.66 13.01
+/- Cat -- -- -0.58 0.82
+/- Index -- -- -3.44 -0.11

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.15 -0.10 -0.02 95 / 178
3 Month 3.71 -0.11 -0.78 97 / 178
1 Year 10.82 0.87 0.26 50 / 177
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 7.71 8.6
Sharpe Ratio -- 0.69 0.91
R-Squared -- 90.71 --
Beta -- 0.86 --
Alpha -- -1.5 --

Fund Details

Fund Inception 01 Jul 2014
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2017)
5.43
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 37.606
International Equity 51.251
Listed Property 2.929
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.993
Other 5.221

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Jun 2017

APIR Code AMP1957AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.2570
Exit Price $ 1.2570
Exit Price
1 Week Change $
-0.0003

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee --
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2016) 2.1400
Max Management Fee pa 0.70%
Max Admin Fee pa 1.44%
Performance Fee pa
(30 Jun 2016)
0.00%
Max Brokerage --