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Morningstar Fund Report

AMP FLS&CS-Ironbark Karara Australian sh

Retail

Fund Report | Report generated 21 Jan 2017 |

Performance

31 Dec 2016

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 Dec-16
Fund 15.01 2.22 -3.13 9.25
+/- Cat -1.82 -2.28 -2.84 0.95
+/- Index -2.43 -3.46 -3.68 -1.34

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.61 0.16 -0.76 55 / 83
3 Month 5.40 1.97 0.22 16 / 83
1 Year 10.74 3.56 -1.06 17 / 79
3 Year 3.00 -2.08 -3.59 69 / 73
5 Year 9.41 -1.24 -2.44 68 / 72

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 11.18 11.67 12.73
Sharpe Ratio 0.12 0.29 0.38
R-Squared 95.05 92.8 --
Beta 0.86 0.88 --
Alpha -2.91 -0.98 --

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 30 Nov 2016)
128.38
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

as at 31 Dec 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 95.850
International Equity 0.000
Listed Property 3.311
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.839
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code AMP0056AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Growth
Entry Price $ 3.1159
Exit Price $ 3.1159
Exit Price
1 Week Change $
-0.0251

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