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About

Morningstar Fund Report

AMP Pers Super Bd-AMP Int Share

Retail

Fund Report | Report generated 24 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: AMP Pers Super Bd-AMP Int Share
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Aug-21
Fund 10.35 3.84 23.15 4.19
+/- Cat 2.68 1.68 -0.54 -0.42
+/- Index -1.60 -1.33 -4.36 -3.07

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.33 0.07 -0.77 94 / 189
3 Month 8.10 0.58 -4.20 138 / 194
1 Year 24.88 -0.33 -6.49 112 / 193
3 Year 11.49 0.62 -3.19 98 / 189
5 Year 13.07 0.99 -2.51 55 / 144

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.7 11.08 12.34
Sharpe Ratio 1 0.95 1.11
R-Squared 96.47 78.79 --
Beta 0.85 0.79 --
Alpha -0.98 -0.49 --

Fund Details

Fund Inception 01 Jan 1986
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2015)
--
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 0.000
International Equity 96.857
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.143
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 Sep 2021

APIR Code AMP0413AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 4.4260
Exit Price $ 4.4039
Exit Price
1 Week Change $
-0.0400

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Prosective Fees & Costs

as at 30 Jun 2016

Total Cost Ratio (Prospective) 2.07%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --