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About

Morningstar Fund Report

AMP SigSup-FD Growth

Retail

Fund Report | Report generated 18 Feb 2018 |

Performance

31 Jan 2018

Growth of $10,000

Fund
Fund: AMP SigSup-FD Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jan-18
Fund 12.11 0.76 12.44 7.45
+/- Cat 1.25 0.84 0.81 -0.50
+/- Index -2.78 -2.01 0.81 -0.68

Trailing Total Returns

as at 31 Jan 2018
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.12 0.28 0.66 19 / 172
3 Month 3.01 -0.04 0.22 63 / 172
1 Year 12.59 -0.51 -0.87 104 / 172
3 Year 7.62 0.52 -0.80 39 / 159
5 Year 10.40 0.50 -1.93 39 / 148

Risk Analysis

as at 31 Jan 2018
3-Year Risk Measures Fund Category Index
Standard Deviation 6.35 7.6 8.64
Sharpe Ratio 0.88 0.71 0.75
R-Squared 92.87 90.49 --
Beta 0.71 0.84 --
Alpha 0.99 -0.11 --

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 29 Dec 2017)
643.50
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2018

Domestic Equity 29.420
International Equity 40.730
Listed Property 2.630
Unlisted Property 1.790
Domestic Fixed Interest 3.530
International Fixed Interest 4.600
Cash 5.110
Other 12.190

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 15 Feb 2018

APIR Code AMP0800AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.6595
Exit Price $ 2.6595
Exit Price
1 Week Change $
0.0294

Morningstar Ratings

Overall 3
3 Year 4
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) 2.2100
Max Management Fee pa 0.69%
Max Admin Fee pa 0.70%
Performance Fee pa
(30 Jun 2017)
--
Max Brokerage 0.0000