Morningstar Fund Report
AMP SigSup AP-AMP Australian Share
Performance
31 Mar 2021
Growth of $10,000

Fund: AMP SigSup AP-AMP Australian Share

Index: S&P/ASX 200 TR AUD

Category: Equity Australia Large Growth
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 14.55 | 9.13 | -6.67 | 19.80 |
+/- Cat | -0.03 | 0.29 | -2.87 | -2.55 |
+/- Index | 1.53 | -2.42 | 1.01 | 1.78 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 2.49 | 0.67 | 0.05 | 17 / 51 |
3 Month | 4.83 | 1.29 | 0.58 | 20 / 51 |
1 Year | 40.06 | -2.67 | 2.59 | 26 / 51 |
3 Year | 10.02 | -1.56 | 0.37 | 28 / 51 |
5 Year | 9.72 | -1.03 | -0.53 | 21 / 49 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 17.72 | 18.03 | 17.6 |
Sharpe Ratio | 0.58 | 0.64 | 0.56 |
R-Squared | 99.44 | 90.37 | -- |
Beta | 1 | 0.97 | -- |
Alpha | 0.32 | 1.87 | -- |
Fund Details
Fund Inception | 30 Aug 2007 |
Responsible Entity | N. M. Superannuation Pty Ltd |
Fund Manager | AMP Capital Investors Limited |
Base Currency | $A |
Net Assets $Mil (as at 28 Feb 2021) |
1.00 |
Minimum Investment $ | 5,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Oct 2014
Domestic Equity | 89.889 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 10.111 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 15 Apr 2021
APIR Code | AMP1129AU |
Legal Type | Allocated Pension |
Status | Open |
Category | Equity Australia Large Growth |
Entry Price $ | 2.1462 |
Exit Price $ | 2.1462 |
Exit Price 1 Week Change $ |
0.0164 |
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 | 0.0000 |
Annual
ICR pa (30 Jun 2020) | 0.9400 |
Max Management Fee pa![]() |
0.70% |
Max Admin Fee pa![]() |
0.70% |
Performance Fee pa (30 Jun 2020) |
0.00% |
Max Brokerage | 0.0000 |