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About

Morningstar Fund Report

AMP MFIP-Ironbark Karara Australian Shar

Retail

Fund Report | Report generated 05 Mar 2021 |

Performance

31 Jan 2021

Growth of $10,000

Fund
Fund: AMP MFIP-Ironbark Karara Australian Shar
Index
Index: S&P/ASX 200 TR AUD
Category
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 2021
Total 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 2021
3-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 1
3 Year 1
5 Year 1
10 Year 1

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