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Morningstar Fund Report

AMP FS Super-AMP Lifecycle Active 1970s

Retail

Fund Report | Report generated 22 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: AMP FS Super-AMP Lifecycle Active 1970s
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

-- Jun-16 Jun-17 Jun-17
Fund -- -- 11.39 11.39
+/- Cat -- -- 1.68 1.68
+/- Index -- -- -0.21 -0.21

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.33 0.11 1.02 4 / 20
3 Month 1.68 0.20 0.73 4 / 17
1 Year 11.39 1.68 -0.21 6 / 17
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 6.32 8.67
Sharpe Ratio -- 0.88 0.86
R-Squared -- 91.44 --
Beta -- 0.7 --
Alpha -- 0.26 --

Fund Details

Fund Inception 14 Dec 2015
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Funds Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 May 2017)
8.94
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Jul 2017

APIR Code AMP2061AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.1267
Exit Price $ 1.1267
Exit Price
1 Week Change $
-0.0037

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 --

Annual

ICR pa (--) --
Max Management Fee pa --
Max Admin Fee pa --
Performance Fee pa
(--)
--
Max Brokerage --