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About

Morningstar Fund Report

AMP FLTP-AMP High Growth

Retail

Fund Report | Report generated 23 Jun 2018 |

Performance

31 May 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 May-18
Fund 14.42 -1.69 9.35 9.02
+/- Cat 2.19 -1.81 -2.70 -0.15
+/- Index -0.47 -4.47 -2.28 -1.06

Trailing Total Returns

as at 31 May 2018
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.59 0.11 -0.22 50 / 127
3 Month 1.01 -0.33 -1.07 92 / 127
1 Year 8.27 -0.07 -0.44 49 / 126
3 Year 4.30 -1.52 -2.57 108 / 122
5 Year 8.62 -0.88 -2.44 83 / 113

Risk Analysis

as at 31 May 2018
3-Year Risk Measures Fund Category Index
Standard Deviation 7.3 8.05 8.36
Sharpe Ratio 0.35 0.52 0.61
R-Squared 94.97 90 --
Beta 0.85 0.92 --
Alpha -1.77 -0.53 --

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 30 Apr 2018)
0.25
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2018

Domestic Equity 32.238
International Equity 46.996
Listed Property 5.790
Unlisted Property 0.000
Domestic Fixed Interest 6.354
International Fixed Interest 3.135
Cash 4.494
Other 0.993

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Jun 2018

APIR Code AMP0899AU
Legal Type Term Allocated Pension
Status Open
Category Multisector Aggressive
Entry Price $ 2.6110
Exit Price $ 2.6110
Exit Price
1 Week Change $
0.0336

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 0.71%
Max Admin Fee pa 1.40%
Performance Fee pa
(30 Jun 2017)
--
Max Brokerage 0.4000