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Morningstar Fund Report

AMP FL Super-Professional Growth

Retail

Fund Report | Report generated 06 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

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

Financial Year Total Returns

-- Jun-15 Jun-16 Oct-16
Fund -- -- 0.35 1.23
+/- Cat -- -- 0.42 -0.79
+/- Index -- -- -2.43 0.30

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.03 0.29 0.88 66 / 189
3 Month -1.62 -0.17 1.03 97 / 190
1 Year 1.24 0.03 0.33 68 / 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 Jul 2014
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
5.82
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 33.890
International Equity 39.856
Listed Property 4.084
Unlisted Property 0.000
Domestic Fixed Interest 1.573
International Fixed Interest 2.295
Cash 5.766
Other 12.536

Morningstar Sustainability Rating Learn more

Quick Stats

as at 02 Dec 2016

APIR Code AMP1956AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.1401
Exit Price $ 1.1401
Exit Price
1 Week Change $
-0.0059

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 (01 Jul 2015) 2.0900
Max Management Fee pa 0.65%
Max Admin Fee pa 1.44%
Performance Fee pa
(01 Jul 2015)
0.00%
Max Brokerage --