Morningstar Fund Report
AMP MFIP-Ironbark Karara Australian Shar
Performance
31 Jan 2021
Growth of $10,000

Fund: AMP MFIP-Ironbark Karara Australian Shar

Index: S&P/ASX 200 TR AUD

Category: Equity Australia Large Growth
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Jan-21 | |
---|---|---|---|---|
Fund | 12.03 | 4.68 | -10.41 | 13.74 |
+/- Cat | -2.55 | -4.15 | -6.61 | -4.50 |
+/- Index | -0.99 | -6.86 | -2.73 | 0.19 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.04 | -0.03 | -0.28 | 27 / 51 |
3 Month | 13.22 | 0.97 | 1.33 | 15 / 51 |
1 Year | -6.43 | -9.40 | -3.31 | 49 / 51 |
3 Year | 3.40 | -5.91 | -3.60 | 49 / 51 |
5 Year | 7.88 | -2.45 | -2.15 | 40 / 49 |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 20.7 | 18.11 | -- |
Sharpe Ratio | 0.22 | 0.52 | -- |
R-Squared | 96.47 | 91.46 | -- |
Beta | 1.14 | 0.98 | -- |
Alpha | -3.88 | 2.18 | -- |
Fund Details
Fund Inception | 16 Mar 2005 |
Responsible Entity | AMP Superannuation Limited |
Fund Manager | Karara Capital Limited |
Base Currency | $A |
Net Assets $Mil (as at 31 Dec 2019) |
1.37 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Dec 2020

Size | Large Style | Value
Asset Allocation
% as at 31 Dec 2020
Domestic Equity | 89.195 |
International Equity | 4.414 |
Listed Property | 4.836 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 1.556 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 03 Mar 2021
APIR Code | AMP0983AU |
Legal Type | Allocated Pension |
Status | Open |
Category | Equity Australia Large Growth |
Entry Price $ | 4.7496 |
Exit Price $ | 4.7496 |
Exit Price 1 Week Change $ |
0.0302 |
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 2016) | 0.8800 |
Max Management Fee pa![]() |
2.38% |
Max Admin Fee pa![]() |
-- |
Performance Fee pa (30 Jun 2016) |
0.05% |
Max Brokerage | 0.4000 |