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Morningstar Fund Report

AMP FLAP-Ironbark Karara Australian shr

Retail

Fund Report | Report generated 22 Feb 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: AMP FLAP-Ironbark Karara Australian shr
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 16.55 2.46 -3.26 8.98
+/- Cat -1.74 -3.05 -3.16 1.76
+/- Index -0.89 -3.22 -3.81 -0.74

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.03 -0.07 -0.24 39 / 64
3 Month 6.74 1.27 0.09 23 / 64
1 Year 18.52 6.32 1.17 11 / 62
3 Year 4.15 -2.12 -3.25 51 / 60
5 Year 9.45 -0.95 -1.12 43 / 60

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 12.37 12.22 12.58
Sharpe Ratio 0.21 0.37 0.45
R-Squared 95.63 88.4 --
Beta 0.96 0.92 --
Alpha -2.89 -0.69 --

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)
57.08
Minimum Investment $ 20,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Dec 2016

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 AMP0588AU
Legal Type Allocated Pension
Status Open
Category Equity Australia Large Growth
Entry Price $ 3.6586
Exit Price $ 3.6586
Exit Price
1 Week Change $
0.0055

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 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (31 Dec 2012) 2.2500
Max Management Fee pa 2.21%
Max Admin Fee pa 0.00%
Performance Fee pa
(31 Dec 2012)
0.05%
Max Brokerage 0.4000