Morningstar Fund Report
AMP Super Rollover Plan Super Bond ULAR
Performance
28 Feb 2021
Growth of $10,000

Fund: AMP Super Rollover Plan Super Bond ULAR

Index: Morningstar Aus Msec Balanced TR AUD

Category: Multisector Balanced
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Feb-21 | |
---|---|---|---|---|
Fund | 0.20 | 0.32 | -0.69 | -0.76 |
+/- Cat | -5.44 | -5.01 | -0.76 | -7.79 |
+/- Index | -8.23 | -9.31 | -1.40 | -6.84 |
Trailing Total Returns
as at 28 Feb 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.30 | -0.66 | -0.08 | 180 / 204 |
3 Month | -0.49 | -1.69 | -0.14 | 203 / 204 |
1 Year | -1.00 | -6.05 | -4.11 | 201 / 203 |
3 Year | -0.35 | -5.00 | -6.92 | 161 / 167 |
5 Year | -0.06 | -5.61 | -7.24 | 160 / 161 |
Risk Analysis
as at 28 Feb 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 0.29 | 6.85 | 7.86 |
Sharpe Ratio | -6 | 0.33 | 0.71 |
R-Squared | 24.38 | 88.84 | -- |
Beta | 0.02 | 0.82 | -- |
Alpha | -1.51 | -1.44 | -- |
Fund Details
Fund Inception | 01 May 1993 |
Responsible Entity | AMP Superannuation Limited |
Fund Manager | AMP Capital Investors Limited |
Base Currency | $A |
Net Assets $Mil (as at 31 Dec 2019) |
0.14 |
Minimum Investment $ | 10,000 |
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 04 Mar 2021
APIR Code | AMP0403AU |
Legal Type | Superannuation Fund |
Status | Closed |
Category | Multisector Balanced |
Entry Price $ | -- |
Exit Price $ | 2.0508 |
Exit Price 1 Week Change $ |
-0.0008 |
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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Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | -- |
Annual
ICR pa (30 Jun 2016) | 1.7800 |
Max Management Fee pa![]() |
-- |
Max Admin Fee pa![]() |
0.00% |
Performance Fee pa (30 Jun 2016) |
0.00% |
Max Brokerage | -- |