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About

Morningstar Fund Report

AMP Portfolio Plan-Superannuation Fund

Retail

Fund Report | Report generated 29 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: AMP Portfolio Plan-Superannuation Fund
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 7.90 -1.33 19.00 4.11
+/- Cat 2.57 -1.40 6.21 1.36
+/- Index -1.15 -2.04 4.92 0.99

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.72 0.52 0.35 18 / 167
3 Month 3.24 1.42 1.10 2 / 166
1 Year 13.82 5.03 4.27 1 / 167
3 Year 10.91 3.03 1.27 3 / 161
5 Year 8.42 2.63 0.94 2 / 129

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.25 6.38 7.53
Sharpe Ratio 1.24 0.94 1.19
R-Squared 95.58 90.52 --
Beta 1.07 0.82 --
Alpha 0.57 -0.47 --

Fund Details

Fund Inception 01 Oct 1980
Responsible Entity AMP Life Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 May 2010)
--
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 27.971
International Equity 36.273
Listed Property 8.092
Unlisted Property 0.000
Domestic Fixed Interest 15.131
International Fixed Interest 8.471
Cash 4.061
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 24 Jan 2022

APIR Code AMP0405AU
Legal Type Superannuation Fund
Status Open
Category Multisector Balanced
Entry Price $ 74.7162
Exit Price $ 74.4112
Exit Price
1 Week Change $
-1.5394

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year 5

Prosective Fees & Costs

as at 30 Jun 2016

Total Cost Ratio (Prospective) 0.72%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --