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Morningstar Fund Report

AMP - SuperGuard 2 - Mature Prop Bias

Retail

Fund Report | Report generated 24 Jul 2021 |

Performance

30 Jun 2021

Growth of $10,000

Fund
Fund: AMP - SuperGuard 2 - Mature Prop Bias
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Jun-21
Fund 7.06 -3.23 10.39 10.39
+/- Cat 0.45 -2.06 -6.86 -6.86
+/- Index -3.52 -2.58 -9.10 -9.10

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.17 -0.48 -1.56 283 / 313
3 Month 3.79 -1.29 -2.98 303 / 312
1 Year 10.39 -6.86 -9.10 306 / 313
3 Year 4.58 -2.72 -4.92 290 / 306
5 Year 4.98 -2.66 -4.49 238 / 244

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.2 8.96 10.59
Sharpe Ratio 0.62 0.72 0.83
R-Squared 89.24 94.19 --
Beta 0.55 0.82 --
Alpha -1.05 -0.93 --

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 Jun 2021)
2.14
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 30 Jun 2021

APIR Code NML0709AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 35.0269
Exit Price $ 34.9426
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 1
3 Year 1
5 Year 1
10 Year 1

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2414

Annual

ICR pa (30 Jun 2016) 2.2700
Max Management Fee pa 2.2679%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage --