Morningstar Fund Report
AMP FLTP-Ironbark Karara Australian shr
Performance
31 Mar 2021
Growth of $10,000

Fund: AMP FLTP-Ironbark Karara Australian shr

Index: S&P/ASX 200 TR AUD

Category: Equity Australia Large Growth
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 12.20 | 4.84 | -10.46 | 21.49 |
+/- Cat | -2.38 | -3.99 | -6.66 | -0.86 |
+/- Index | -0.82 | -6.70 | -2.78 | 3.47 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 2.61 | 0.79 | 0.17 | 15 / 51 |
3 Month | 6.02 | 2.48 | 1.77 | 14 / 51 |
1 Year | 45.19 | 2.46 | 7.72 | 16 / 51 |
3 Year | 6.85 | -4.74 | -2.80 | 47 / 51 |
5 Year | 8.60 | -2.15 | -1.65 | 38 / 49 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 20.62 | 18.03 | 17.6 |
Sharpe Ratio | 0.38 | 0.64 | 0.56 |
R-Squared | 96.11 | 90.37 | -- |
Beta | 1.15 | 0.97 | -- |
Alpha | -3.45 | 1.87 | -- |
Fund Details
Fund Inception | 20 Sep 2004 |
Responsible Entity | N. M. Superannuation Pty Ltd |
Fund Manager | Karara Capital Limited |
Base Currency | $A |
Net Assets $Mil (as at 28 Feb 2021) |
3.48 |
Minimum Investment $ | 1,500 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 28 Feb 2021

Size | Large Style | Blend
Asset Allocation
% as at 28 Feb 2021
Domestic Equity | 88.857 |
International Equity | 4.005 |
Listed Property | 4.315 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 2.823 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 15 Apr 2021
APIR Code | AMP0887AU |
Legal Type | Term Allocated Pension |
Status | Open |
Category | Equity Australia Large Growth |
Entry Price $ | 4.8635 |
Exit Price $ | 4.8635 |
Exit Price 1 Week Change $ |
0.0334 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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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 2020) | 1.6200 |
Max Management Fee pa![]() |
0.74% |
Max Admin Fee pa![]() |
1.40% |
Performance Fee pa (30 Jun 2020) |
0.00% |
Max Brokerage | 0.4000 |