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Morningstar Fund Report

AMP SigSup-Woolworths MySuper Fut Dns Ba

Retail

Fund Report | Report generated 23 May 2017 |

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: AMP SigSup-Woolworths MySuper Fut Dns Ba
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- Jun-15 Jun-16 Apr-17
Fund -- -- 3.58 9.87
+/- Cat -- -- 2.50 1.01
+/- Index -- -- -0.41 0.33

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.34 -0.02 -0.41 195 / 401
3 Month 3.76 -0.19 -1.29 264 / 400
1 Year 11.23 1.56 -0.34 60 / 392
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 5.97 6.98
Sharpe Ratio -- 0.64 0.94
R-Squared -- 88.96 --
Beta -- 0.81 --
Alpha -- -1.14 --

Fund Details

Fund Inception 25 Aug 2014
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2017)
2,711.31
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 16.807
International Equity 29.912
Listed Property 3.077
Unlisted Property 4.098
Domestic Fixed Interest 11.432
International Fixed Interest 5.461
Cash 8.598
Other 20.615

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 18 May 2017

APIR Code AMP1994AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.2607
Exit Price $ 1.2607
Exit Price
1 Week Change $
-0.0060

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 0.0000

Annual

ICR pa (--) --
Max Management Fee pa 0.40%
Max Admin Fee pa 0.02%
Performance Fee pa
(--)
--
Max Brokerage --