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About

Morningstar Fund Report

AMP Pers Super Bd-AMP All Growth

Retail

Fund Report | Report generated 17 May 2021 |

Performance

30 Apr 2021

Growth of $10,000

Fund
Fund: AMP Pers Super Bd-AMP All Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
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
3 Year 3
5 Year 3
10 Year 3

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