Morningstar Fund Report
AMP - SuperGuard 2 - Mature Prop Bias
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP - SuperGuard 2 - Mature Prop Bias

Index: Morningstar AUS Growth Tgt Alloc NR AUD

Category: Multisector Growth
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 7.06 | -3.23 | 10.39 | 2.77 |
+/- Cat | 0.45 | -2.06 | -6.90 | 2.60 |
+/- Index | -2.77 | -2.18 | -9.99 | 3.86 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.04 | 0.24 | 1.01 | 68 / 306 |
3 Month | -0.05 | 1.06 | 1.61 | 43 / 306 |
1 Year | 4.64 | 1.58 | 2.17 | 50 / 305 |
3 Year | 3.57 | -2.18 | -3.01 | 280 / 302 |
5 Year | 4.45 | -1.42 | -2.67 | 201 / 240 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 6.07 | 8.69 | 10.62 |
Sharpe Ratio | 0.55 | 0.61 | 0.62 |
R-Squared | 87.74 | 94.47 | -- |
Beta | 0.54 | 0.8 | -- |
Alpha | -0.2 | -0.04 | -- |
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 31 Mar 2022) |
2.16 |
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 Apr 2022
APIR Code | NML0709AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Growth |
Entry Price $ | 35.9853 |
Exit Price $ | 35.9092 |
Exit Price 1 Week Change $ |
-- |
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) | 2.27% |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |