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About

Morningstar Fund Report

AMP SigSup-FD High Growth

Retail

Fund Report | Report generated 23 Jun 2018 |

Performance

31 May 2018

Growth of $10,000

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

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 May-18
Fund 12.37 0.57 13.49 8.98
+/- Cat 1.51 0.64 1.87 0.21
+/- Index -2.52 -2.21 1.87 -1.10

Trailing Total Returns

as at 31 May 2018
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.38 -0.12 -0.43 125 / 173
3 Month 1.11 -0.13 -0.97 111 / 173
1 Year 8.70 0.49 0.00 60 / 173
3 Year 6.50 0.92 -0.37 27 / 166
5 Year 9.85 1.07 -1.21 23 / 149

Risk Analysis

as at 31 May 2018
3-Year Risk Measures Fund Category Index
Standard Deviation 7.04 7.41 8.36
Sharpe Ratio 0.66 0.53 0.61
R-Squared 93.71 90.31 --
Beta 0.82 0.84 --
Alpha 0.49 -0.44 --

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)
514.36
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2018

Domestic Equity 36.330
International Equity 44.480
Listed Property 1.600
Unlisted Property 1.050
Domestic Fixed Interest 0.000
International Fixed Interest 3.340
Cash 2.610
Other 10.590

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Jun 2018

APIR Code AMP0801AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.8453
Exit Price $ 2.8453
Exit Price
1 Week Change $
0.0325

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
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) 2.2400
Max Management Fee pa 0.70%
Max Admin Fee pa 0.70%
Performance Fee pa
(30 Jun 2017)
--
Max Brokerage 0.0000