Morningstar Fund Report
AMP Pers Super Bd-AMP All Growth
Fund Report | Report generated 17 May 2021 | 
Performance
30 Apr 2021
Growth of $10,000
Fund: AMP Pers Super Bd-AMP All Growth
Index: Morningstar Aus Msec Aggressive TR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-18 | Jun-19 | Jun-20 | Apr-21 | |
|---|---|---|---|---|
| Fund | 11.66 | 7.74 | -3.29 | 19.73 |
| +/- Cat | 1.26 | 0.68 | -3.13 | 0.79 |
| +/- Index | -1.08 | -3.46 | -2.44 | 0.77 |
Trailing Total Returns
as at 30 Apr 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.85 | 0.11 | -0.27 | 65 / 160 |
| 3 Month | 7.30 | 0.29 | -0.65 | 77 / 160 |
| 1 Year | 24.82 | -1.80 | 1.19 | 59 / 158 |
| 3 Year | 8.48 | -0.57 | -2.16 | 49 / 132 |
| 5 Year | 9.25 | -0.34 | -1.66 | 46 / 125 |
Risk Analysis
as at 30 Apr 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 12.2 | 11.43 | 12.61 |
| Sharpe Ratio | 0.65 | 0.68 | 0.79 |
| R-Squared | 97.37 | 94.35 | -- |
| Beta | 0.96 | 0.88 | -- |
| Alpha | -1.58 | -1.14 | -- |
Fund Details
| Fund Inception | 26 Jan 1984 |
| Responsible Entity | AMP Life Limited |
| Fund Manager | AMP Capital Investors Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 28 Feb 2015) |
-- |
| Minimum Investment $ | 3,000 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 2021
| Domestic Equity | 39.899 |
| International Equity | 47.388 |
| Listed Property | 5.289 |
| Unlisted Property | 3.369 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 0.809 |
| Other | 3.248 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 13 May 2021
| APIR Code | AMP0418AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 16.1161 |
| Exit Price $ | 16.0355 |
| Exit Price 1 Week Change $ |
-0.1880 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Fees & Expenses
One-Time
| Entry Fee/Contribution Fee | 4.00% |
| Exit Fee/Withdrawal Fee | 0.00% |
| Buy/Sell Spread | 0.5025 |
Annual
| ICR pa (30 Jun 2016) | 1.9000 |
| Max Management Fee pa |
1.32% |
| Max Admin Fee pa |
-- |
| Performance Fee pa (30 Jun 2016) |
0.05% |
| Max Brokerage | 0.1500 |