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About

Morningstar Fund Report

AMP - SuperGuard 2 - Gt'eed Pfolio

Retail

Fund Report | Report generated 18 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: AMP - SuperGuard 2 - Gt'eed Pfolio
Index
Index: Bloomberg AusBond Composite 0+Y TR AUD
Category
Category: Reserve Backed

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 0.91 0.37 0.17 0.61
+/- Cat -0.95 -1.07 -0.65 0.63
+/- Index -8.66 -3.81 1.01 8.96

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.08 0.28 1.57 6 / 26
3 Month 0.22 0.68 6.55 8 / 26
1 Year 0.67 0.51 8.15 8 / 26
3 Year 0.42 -0.45 1.33 10 / 26
5 Year 0.60 -0.53 -0.80 8 / 24

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 0.08 0.79 5.06
Sharpe Ratio 0.47 2.92 -0.23
R-Squared 16.39 33.37 --
Beta -0.01 0.09 --
Alpha 0.05 0.72 --

Fund Details

Fund Inception 30 Apr 1989
Responsible Entity AMP Life Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2022)
0.00
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 9.019
International Equity 5.214
Listed Property 0.000
Unlisted Property 2.622
Domestic Fixed Interest 31.644
International Fixed Interest 31.644
Cash 19.858
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 30 Apr 2022

APIR Code NML0705AU
Legal Type Superannuation Fund
Status Open
Category Reserve Backed
Entry Price $ 26.2970
Exit Price $ 26.2970
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Prosective Fees & Costs

as at 30 Jun 2016

Total Cost Ratio (Prospective) 4.17%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --