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Morningstar Fund Report

AMP FS Super-AMP Lifecycle Active 1950s

Retail

Fund Report | Report generated 01 May 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: AMP FS Super-AMP Lifecycle Active 1950s
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

-- -- Jun-16 Mar-17
Fund -- -- -- 5.20
+/- Cat -- -- -- 1.27
+/- Index -- -- -- -0.45

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.08 0.16 -0.23 3 / 22
3 Month 1.87 0.13 0.13 5 / 22
1 Year 7.00 0.87 -2.25 9 / 18
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 3.78 --
Sharpe Ratio -- 0.86 --
R-Squared -- 82.42 --
Beta -- 0.62 --
Alpha -- -0.13 --

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 28 Feb 2017)
3.91
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 27 Apr 2017

APIR Code AMP2063AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.0798
Exit Price $ 1.0798
Exit Price
1 Week Change $
0.0089

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 --