Morningstar Fund Report
AMP SigSup-AMP High Growth
Fund Report | Report generated 20 Jan 2022 | 
Performance
31 Dec 2021
Growth of $10,000
Fund: AMP SigSup-AMP High Growth
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Dec-21 | |
|---|---|---|---|---|
| Fund | 7.83 | -2.53 | 22.29 | 4.79 |
| +/- Cat | 0.76 | -2.37 | -1.00 | -0.45 |
| +/- Index | -2.33 | -0.36 | -4.66 | -1.11 |
Trailing Total Returns
as at 31 Dec 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.05 | 0.02 | -0.35 | 70 / 128 |
| 3 Month | 3.90 | 0.52 | -0.35 | 35 / 127 |
| 1 Year | 16.18 | -1.00 | -3.23 | 95 / 127 |
| 3 Year | 12.35 | -1.18 | -2.92 | 69 / 123 |
| 5 Year | 9.04 | -0.75 | -2.14 | 53 / 101 |
Risk Analysis
as at 31 Dec 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 10.12 | 10.94 | 12.93 |
| Sharpe Ratio | 1.15 | 1.11 | 1.13 |
| R-Squared | 99 | 96.41 | -- |
| Beta | 0.78 | 0.83 | -- |
| Alpha | 0.3 | -0.18 | -- |
Fund Details
| Fund Inception | 03 Nov 2003 |
| Responsible Entity | N. M. Superannuation Pty Ltd |
| Fund Manager | AMP Capital Investors Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 30 Nov 2021) |
1,042.83 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Dec 2021
| Domestic Equity | 37.390 |
| International Equity | 44.540 |
| Listed Property | 6.030 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 6.980 |
| International Fixed Interest | 4.190 |
| Cash | 0.870 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 17 Jan 2022
| APIR Code | AMP0774AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 3.7001 |
| Exit Price $ | 3.7001 |
| Exit Price 1 Week Change $ |
-0.0052 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Prosective Fees & Costs
as at 07 May 2021
| Total Cost Ratio (Prospective) | 1.81% |
| Investment Management Fee | 0.69% |
| Performance Fee Costs | 0.03% |
| Administration Fees & Costs | 0.70% |
| Buy Spread/Sell Spread | 0.00% / 0.00% |