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About

Morningstar Fund Report

AMP FLTP-Ironbark Karara Australian shr

Retail

Fund Report | Report generated 23 Jun 2018 |

Performance

31 May 2018

Growth of $10,000

Fund
Fund: AMP FLTP-Ironbark Karara Australian shr
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 May-18
Fund 2.46 -3.26 12.67 8.76
+/- Cat -3.05 -3.16 2.52 -1.99
+/- Index -3.22 -3.81 -1.42 -0.68

Trailing Total Returns

as at 31 May 2018
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.35 -0.89 -0.74 43 / 62
3 Month 0.41 -0.69 -0.67 45 / 62
1 Year 9.18 -1.65 -0.45 43 / 62
3 Year 4.19 -0.90 -1.75 29 / 59
5 Year 6.73 -1.50 -2.03 40 / 58

Risk Analysis

as at 31 May 2018
3-Year Risk Measures Fund Category Index
Standard Deviation 11.46 11.57 11.26
Sharpe Ratio 0.25 0.34 0.4
R-Squared 96.64 89.14 --
Beta 1 0.97 --
Alpha -1.65 -0.06 --

Fund Details

Fund Inception 20 Sep 2004
Responsible Entity AMP Superannuation Limited
Fund Manager Karara Capital Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2018)
5.35
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Apr 2018

Size | Large Style | Blend

Asset Allocation

% as at 31 May 2018

Domestic Equity 95.464
International Equity 2.008
Listed Property 0.526
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.000
Other 0.002

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Jun 2018

APIR Code AMP0887AU
Legal Type Term Allocated Pension
Status Open
Category Equity Australia Large Growth
Entry Price $ 4.0489
Exit Price $ 4.0489
Exit Price
1 Week Change $
0.0075

Morningstar Ratings

Overall 3
3 Year 3
5 Year 2
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) 2.2200
Max Management Fee pa 0.74%
Max Admin Fee pa 1.40%
Performance Fee pa
(30 Jun 2017)
--
Max Brokerage 0.4000