Morningstar Fund Report
AMP - SuperGuard 2 - Mature Prop Bias
Fund Report | Report generated 16 May 2022 | 
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 2022| Total 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 2022| 3-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 |
|
| 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 | -- / -- |