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Morningstar Fund Report

AMP SigSuper Alloc Pen AMP Cap Prem Gr

Retail

Fund Report | Report generated 23 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP SigSuper Alloc Pen AMP Cap Prem Gr
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- Jun-15 Jun-16 Dec-16
Fund -- -- -1.47 7.88
+/- Cat -- -- -1.59 0.33
+/- Index -- -- -4.25 -0.15

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.50 -0.82 -1.48 124 / 130
3 Month 4.12 0.18 -0.87 54 / 130
1 Year 9.96 2.15 0.71 15 / 127
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 8.41 8.72
Sharpe Ratio -- 0.61 0.82
R-Squared -- 90.1 --
Beta -- 0.92 --
Alpha -- -1.48 --

Fund Details

Fund Inception 21 Feb 2015
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2016)
0.67
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 8.732
International Equity 53.788
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.099
Other 34.380

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP9034AU
Legal Type Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 1.0826
Exit Price $ 1.0794
Exit Price
1 Week Change $
-0.0049

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1502

Annual

ICR pa (01 Jul 2015) 1.8100
Max Management Fee pa 1.10%
Max Admin Fee pa 0.71%
Performance Fee pa
(01 Jul 2015)
0.00%
Max Brokerage 0.0000