Morningstar Fund Report
AMP MFIP-Ironbark Karara Australian Shar
Fund Report | Report generated 05 Mar 2021 | 
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 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 |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
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 |