Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

AMP SigSup-BlackRock Scientific Intl

Retail

Fund Report | Report generated 26 May 2019 |  Read the Analyst Research Report

Performance

30 Apr 2019

Growth of $10,000

Fund
Fund: AMP SigSup-BlackRock Scientific Intl
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-16 Jun-17 Jun-18 Apr-19
Fund -4.85 13.63 15.80 9.40
+/- Cat -2.77 -1.18 3.46 1.86
+/- Index -5.26 -1.10 0.41 -1.87

Trailing Total Returns

as at 30 Apr 2019
Total Return +/- Cat +/- Index Cat Rank
1 Month 4.44 0.63 -0.12 39 / 239
3 Month 10.71 1.33 -1.31 51 / 239
1 Year 11.51 2.31 -2.76 63 / 189
3 Year 13.19 1.47 -1.33 39 / 181
5 Year 12.12 1.13 -1.43 45 / 173

Risk Analysis

as at 30 Apr 2019
3-Year Risk Measures Fund Category Index
Standard Deviation 9.82 9.4 10.1
Sharpe Ratio 1.13 1.04 1.22
R-Squared 97.04 79.31 --
Beta 0.96 0.82 --
Alpha -0.7 -0.47 --

Fund Details

Fund Inception 03 Nov 2003
Responsible Entity AMP Superannuation Limited
Fund Manager BlackRock Investment Mgmt (AUS) Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2019)
14.64
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Apr 2019

Size | Large Style | Blend

Asset Allocation

% as at 30 Apr 2019

Domestic Equity 0.000
International Equity 100.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 May 2019

APIR Code AMP0788AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 2.4536
Exit Price $ 2.4536
Exit Price
1 Week Change $
-0.0310

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year 4

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 2018) 1.6900
Max Management Fee pa 0.85%
Max Admin Fee pa 0.74%
Performance Fee pa
(30 Jun 2018)
--
Max Brokerage 0.0000