Morningstar Fund Report
AMP SigSup-AMP All Growth
Fund Report | Report generated 19 Jun 2018 | 
Performance
31 May 2018
Growth of $10,000
Fund: AMP SigSup-AMP All Growth
Index: Morningstar Aus Msec Aggressive TR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-15 | Jun-16 | Jun-17 | May-18 | |
|---|---|---|---|---|
| Fund | 15.55 | -3.78 | 10.69 | 10.10 |
| +/- Cat | 4.69 | -3.70 | -0.94 | 1.33 |
| +/- Index | 0.66 | -6.55 | -0.94 | 0.02 |
Trailing Total Returns
as at 31 May 2018| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 0.66 | 0.16 | -0.15 | 47 / 173 |
| 3 Month | 1.68 | 0.44 | -0.40 | 37 / 173 |
| 1 Year | 9.34 | 1.12 | 0.63 | 38 / 173 |
| 3 Year | 4.19 | -1.38 | -2.68 | 138 / 166 |
| 5 Year | 9.22 | 0.44 | -1.84 | 38 / 149 |
Risk Analysis
as at 31 May 2018| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 8.15 | 7.41 | 8.36 |
| Sharpe Ratio | 0.31 | 0.53 | 0.61 |
| R-Squared | 90.75 | 90.31 | -- |
| Beta | 0.93 | 0.84 | -- |
| Alpha | -2.2 | -0.44 | -- |
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) |
38.54 |
| Minimum Investment $ | 1,500 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Sep 2014
| Domestic Equity | 45.180 |
| International Equity | 41.460 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 5.930 |
| Other | 7.420 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 14 Jun 2018
| APIR Code | AMP0773AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 2.8467 |
| Exit Price $ | 2.8467 |
| Exit Price 1 Week Change $ |
0.0067 |
Morningstar Ratings
| Overall |
|
| 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) | 1.7400 |
| Max Management Fee pa |
0.75% |
| Max Admin Fee pa |
0.74% |
| Performance Fee pa (30 Jun 2017) |
-- |
| Max Brokerage | 0.0000 |