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About

Morningstar Fund Report

AMP SigSup-AMP High Growth

Retail

Fund Report | Report generated 20 Jul 2018 |

Performance

30 Jun 2018

Growth of $10,000

Fund
Fund: AMP SigSup-AMP High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
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
3 Year 2
5 Year 3
10 Year 3

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