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Morningstar Fund Report

AMP FS-Super AMP Capital Premium Growth

Retail

Fund Report | Report generated 25 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP FS-Super AMP Capital Premium Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- Jun-15 Jun-16 Feb-17
Fund -- -- -2.13 7.81
+/- Cat -- -- -2.05 -0.28
+/- Index -- -- -4.90 -0.45

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.91 -0.53 -0.84 166 / 186
3 Month 3.26 -0.74 -0.95 171 / 186
1 Year 12.58 -0.63 -2.06 107 / 180
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 7.63 --
Sharpe Ratio -- 0.59 --
R-Squared -- 90.08 --
Beta -- 0.84 --
Alpha -- -1.21 --

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 28 Feb 2017)
0.95
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 8.062
International Equity 55.249
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.880
Other 34.809

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Mar 2017

APIR Code AMP9029AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.0771
Exit Price $ 1.0771
Exit Price
1 Week Change $
-0.0067

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 0.0000

Annual

ICR pa (01 Jul 2015) 2.0400
Max Management Fee pa 1.15%
Max Admin Fee pa 0.89%
Performance Fee pa
(01 Jul 2015)
0.00%
Max Brokerage 0.0000