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Morningstar Fund Report

AMP FL Super-Professional Growth

Retail

Fund Report | Report generated 29 Jun 2017 |

Performance

31 May 2017

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 May-17
Fund -- -- 0.35 10.91
+/- Cat -- -- 0.42 -1.28
+/- Index -- -- -2.43 -2.21

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.10 -0.15 -0.06 103 / 178
3 Month 3.18 -0.64 -1.31 153 / 178
1 Year 9.43 -0.52 -1.12 92 / 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 31 May 2017)
8.23
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 33.703
International Equity 40.537
Listed Property 4.017
Unlisted Property 0.000
Domestic Fixed Interest 1.239
International Fixed Interest 1.707
Cash 6.973
Other 11.824

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 27 Jun 2017

APIR Code AMP1956AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.2256
Exit Price $ 1.2256
Exit Price
1 Week Change $
-0.0033

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) 2.0900
Max Management Fee pa 0.65%
Max Admin Fee pa 1.44%
Performance Fee pa
(30 Jun 2016)
0.00%
Max Brokerage --