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Morningstar Fund Report

AMP SigSup-Woolworths MySuper Fut Dns Ba

Retail

Fund Report | Report generated 17 Aug 2017 |

Performance

31 Jul 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 Jun-17 Jul-17
Fund -- 3.58 10.19 -0.25
+/- Cat -- 2.50 1.64 -0.12
+/- Index -- -0.41 1.82 0.19

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.25 -0.12 0.19 262 / 377
3 Month 0.04 0.45 1.54 50 / 374
1 Year 7.59 2.27 3.01 19 / 371
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- 5.98 7.06
Sharpe Ratio -- 0.54 0.74
R-Squared -- 88.93 --
Beta -- 0.8 --
Alpha -- -0.93 --

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 30 Jun 2017)
2,771.34
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 24.820
International Equity 29.800
Listed Property 2.080
Unlisted Property 4.160
Domestic Fixed Interest 10.570
International Fixed Interest 6.100
Cash 5.670
Other 16.800

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 15 Aug 2017

APIR Code AMP1994AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.2656
Exit Price $ 1.2656
Exit Price
1 Week Change $
0.0005

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 --