Morningstar Fund Report
AMP - SuperGuard 2 - Mature Prop Bias
Fund Report | Report generated 26 Oct 2021 | 
Performance
30 Sep 2021
Growth of $10,000
Fund: AMP - SuperGuard 2 - Mature Prop Bias
Index: Morningstar Aus Msec Growth TR AUD
Category: Multisector Growth
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Sep-21 | |
|---|---|---|---|---|
| Fund | 7.06 | -3.23 | 10.39 | 1.28 |
| +/- Cat | 0.45 | -2.06 | -6.90 | -0.06 |
| +/- Index | -3.52 | -2.58 | -9.10 | -0.91 |
Trailing Total Returns
as at 30 Sep 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.45 | 0.04 | 0.67 | 103 / 327 |
| 3 Month | 1.28 | -0.06 | -0.91 | 141 / 327 |
| 1 Year | 10.15 | -6.92 | -9.69 | 321 / 326 |
| 3 Year | 4.58 | -2.55 | -4.62 | 306 / 322 |
| 5 Year | 4.94 | -2.43 | -4.48 | 253 / 259 |
Risk Analysis
as at 30 Sep 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 6.32 | 9.05 | 10.74 |
| Sharpe Ratio | 0.63 | 0.71 | 0.81 |
| R-Squared | 88.95 | 93.99 | -- |
| Beta | 0.56 | 0.82 | -- |
| Alpha | -0.84 | -0.79 | -- |
Fund Details
| Fund Inception | 28 Apr 1989 |
| Responsible Entity | AMP Life Limited |
| Fund Manager | AMP Capital Investors Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 30 Sep 2021) |
2.17 |
| Minimum Investment $ | 1,000 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating 
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Quick Stats
as at 30 Sep 2021
| APIR Code | NML0709AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Growth |
| Entry Price $ | 35.4676 |
| Exit Price $ | 35.3903 |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Prosective Fees & Costs
as at 30 Jun 2016
| Total Cost Ratio (Prospective) | 2.27% |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |