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About

Morningstar Fund Report

AMP SigSup-AMP Cash Plus

Retail

Fund Report | Report generated 22 Jul 2018 |

Performance

30 Jun 2018

Growth of $10,000

Fund
Fund: AMP SigSup-AMP Cash Plus
Index
Index: RBA Bank accepted Bills 90 Days
Category
Category: Australian Cash

Financial Year Total Returns

Jun-16 Jun-17 Jun-18 Jun-18
Fund 1.28 1.08 0.89 0.89
+/- Cat 0.27 0.41 0.03 0.03
+/- Index -0.91 -0.69 -0.94 -0.94

Trailing Total Returns

as at 30 Jun 2018
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.07 -0.02 -0.09 39 / 105
3 Month 0.27 0.01 -0.23 27 / 98
1 Year 0.89 0.03 -0.94 35 / 98
3 Year 1.08 0.24 -0.85 27 / 93
5 Year 1.32 0.27 -0.86 19 / 88

Risk Analysis

as at 30 Jun 2018
3-Year Risk Measures Fund Category Index
Standard Deviation 0.08 0.34 0.06
Sharpe Ratio -11.32 -15.44 --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 03 Nov 2003
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2018)
281.68
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2018

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 85.674
International Fixed Interest 4.148
Cash 10.178
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 18 Jul 2018

APIR Code AMP0771AU
Legal Type Superannuation Fund
Status Open
Category Australian Cash
Entry Price $ 1.5255
Exit Price $ 1.5255
Exit Price
1 Week Change $
0.0004

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2017) 0.9900
Max Management Fee pa 0.25%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2017)
--
Max Brokerage 0.0000