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Morningstar Fund Report

AMP FLS&CS-Ironbark Karara Australian sh

Retail

Fund Report | Report generated 23 Feb 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: AMP FLS&CS-Ironbark Karara Australian sh
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Jan-17
Fund 15.01 2.22 -3.13 8.14
+/- Cat -1.82 -2.28 -2.84 0.70
+/- Index -2.43 -3.46 -3.68 -1.58

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.02 -0.18 -0.23 55 / 79
3 Month 6.11 0.86 -0.54 33 / 79
1 Year 16.37 3.95 -0.97 21 / 75
3 Year 3.73 -2.08 -3.67 65 / 71
5 Year 8.39 -1.09 -2.18 62 / 70

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 11.03 11.51 12.58
Sharpe Ratio 0.18 0.35 0.45
R-Squared 94.93 92.49 --
Beta 0.85 0.88 --
Alpha -2.84 -0.94 --

Fund Details

Fund Inception 07 Apr 2003
Responsible Entity AMP Superannuation Limited
Fund Manager Karara Capital Limited
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2016)
132.73
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Jan 2017

Size | Large Style | Growth

Asset Allocation

% as at 31 Jan 2017

Domestic Equity 96.209
International Equity 0.000
Listed Property 3.377
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.414
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Feb 2017

APIR Code AMP0056AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Growth
Entry Price $ 3.1092
Exit Price $ 3.1092
Exit Price
1 Week Change $
0.0042

Morningstar Ratings

Overall 2
3 Year 1
5 Year 2
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 4.50%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

ICR pa (01 Jul 2015) 2.1800
Max Management Fee pa 0.74%
Max Admin Fee pa 1.44%
Performance Fee pa
(01 Jul 2015)
0.00%
Max Brokerage 0.0000