Morningstar Fund Report
AMP Portfolio Plan-Superannuation Fund
Performance
31 May 2022
Growth of $10,000

Fund: AMP Portfolio Plan-Superannuation Fund

Index: Morningstar AUS Balance Tgt Alloc NR AUD

Category: Multisector Balanced
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 7.90 | -1.33 | 19.00 | -0.97 |
+/- Cat | 2.57 | -1.40 | 6.21 | 0.83 |
+/- Index | -1.15 | -2.04 | 4.92 | 3.23 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.94 | -0.08 | 0.37 | 103 / 157 |
3 Month | -1.22 | 0.46 | 1.88 | 40 / 157 |
1 Year | 1.26 | 1.85 | 3.75 | 13 / 157 |
3 Year | 6.14 | 2.00 | 2.02 | 3 / 154 |
5 Year | 6.58 | 2.38 | 1.44 | 1 / 120 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.43 | 6.59 | 7.87 |
Sharpe Ratio | 0.71 | 0.4 | 0.51 |
R-Squared | 95.41 | 89.65 | -- |
Beta | 1.05 | 0.8 | -- |
Alpha | 1.79 | 0.29 | -- |
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 May 2022
Domestic Equity | 29.351 |
International Equity | 36.763 |
Listed Property | 6.552 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 13.011 |
International Fixed Interest | 8.651 |
Cash | 5.671 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 22 Jun 2022
APIR Code | AMP0405AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Balanced |
Entry Price $ | 69.0721 |
Exit Price $ | 68.7929 |
Exit Price 1 Week Change $ |
-0.4255 |
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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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 | -- / -- |