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About

Morningstar Fund Report

AMP FLTP-AMP High Growth

Retail

Fund Report | Report generated 25 Feb 2018 |

Performance

31 Jan 2018

Growth of $10,000

Fund
Fund: AMP FLTP-AMP High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jan-18
Fund 14.42 -1.69 9.35 8.39
+/- Cat 2.19 -1.81 -2.70 0.01
+/- Index -0.47 -4.47 -2.28 0.26

Trailing Total Returns

as at 31 Jan 2018
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.70 -0.13 0.25 97 / 129
3 Month 2.86 -0.30 0.07 93 / 129
1 Year 13.01 -0.73 -0.45 90 / 127
3 Year 6.46 -1.07 -1.95 83 / 119
5 Year 9.71 -1.01 -2.62 89 / 115

Risk Analysis

as at 31 Jan 2018
3-Year Risk Measures Fund Category Index
Standard Deviation 7.51 8.28 8.64
Sharpe Ratio 0.61 0.7 0.75
R-Squared 94.25 90.98 --
Beta 0.84 0.92 --
Alpha -0.9 -0.2 --

Fund Details

Fund Inception 20 Sep 2004
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 29 Dec 2017)
0.22
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2018

Domestic Equity 31.612
International Equity 46.735
Listed Property 5.346
Unlisted Property 0.000
Domestic Fixed Interest 5.979
International Fixed Interest 2.975
Cash 6.394
Other 0.978

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 22 Feb 2018

APIR Code AMP0899AU
Legal Type Term Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 2.5200
Exit Price $ 2.5200
Exit Price
1 Week Change $
0.0157

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year 2

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) 2.3600
Max Management Fee pa 0.65%
Max Admin Fee pa 1.40%
Performance Fee pa
(30 Jun 2017)
--
Max Brokerage 0.4000