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Morningstar Fund Report

AMP FS Super-AMP Lifecycle Active 1960s

Retail

Fund Report | Report generated 21 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: AMP FS Super-AMP Lifecycle Active 1960s
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Life Stages – 1960s

Financial Year Total Returns

-- Jun-16 Jun-17 Jun-17
Fund -- -- 8.28 8.28
+/- Cat -- -- 1.04 1.04
+/- Index -- -- -0.09 -0.09

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.30 0.11 0.90 8 / 20
3 Month 1.31 0.09 0.64 9 / 17
1 Year 8.28 1.04 -0.09 9 / 17
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 5.03 7.06
Sharpe Ratio -- 0.86 0.84
R-Squared -- 91.97 --
Beta -- 0.68 --
Alpha -- 0.14 --

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)
6.22
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 19 Jul 2017

APIR Code AMP2062AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.0984
Exit Price $ 1.0984
Exit Price
1 Week Change $
-0.0004

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 --