Morningstar Fund Report
AMP SigSup-AMP High Growth
Fund Report | Report generated 20 Jul 2018 | 
Performance
30 Jun 2018
Growth of $10,000
Fund: AMP SigSup-AMP High Growth
Index: Morningstar Aus Msec Aggressive TR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-16 | Jun-17 | Jun-18 | Jun-18 | |
|---|---|---|---|---|
| Fund | -1.49 | 9.55 | 10.59 | 10.59 |
| +/- Cat | -1.41 | -2.08 | 0.22 | 0.22 |
| +/- Index | -4.26 | -2.07 | -2.15 | -2.15 |
Trailing Total Returns
as at 30 Jun 2018| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 1.59 | 0.11 | -0.82 | 68 / 196 |
| 3 Month | 4.46 | 0.11 | -1.75 | 80 / 173 |
| 1 Year | 10.59 | 0.22 | -2.15 | 71 / 173 |
| 3 Year | 6.07 | -1.10 | -2.88 | 122 / 166 |
| 5 Year | 9.29 | 0.01 | -2.36 | 70 / 150 |
Risk Analysis
as at 30 Jun 2018| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 6.73 | 7.13 | 8.09 |
| Sharpe Ratio | 0.62 | 0.76 | 0.87 |
| R-Squared | 93.19 | 89.43 | -- |
| Beta | 0.8 | 0.83 | -- |
| Alpha | -1.42 | -0.49 | -- |
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) |
91.58 |
| 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 | 33.052 |
| International Equity | 46.946 |
| Listed Property | 5.874 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 6.346 |
| International Fixed Interest | 3.121 |
| Cash | 3.633 |
| Other | 1.028 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 18 Jul 2018
| APIR Code | AMP0774AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 2.7844 |
| Exit Price $ | 2.7844 |
| Exit Price 1 Week Change $ |
0.0206 |
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) | 1.6900 |
| Max Management Fee pa |
0.71% |
| Max Admin Fee pa |
0.74% |
| Performance Fee pa (30 Jun 2017) |
-- |
| Max Brokerage | 0.0000 |